中国光伏行业协会：“多晶硅产能整合收购平台”正式落地

Core Viewpoint - The establishment of a "polysilicon capacity integration acquisition platform" in the photovoltaic industry is seen as a crucial step to address the "involution" and vicious competition within the sector [1] Group 1: Industry Development - The platform was officially registered by Beijing Guanghe Qiancheng Technology Co., Ltd., marking a significant milestone for the photovoltaic industry [1] - This initiative is guided by relevant authorities and involves collaboration among several leading enterprises, aiming to innovate industry governance [1] Group 2: Operational Model - The platform will adopt an innovative dual-track model, implementing "debt-acquisition + flexible capacity storage" to operate [1] - The goal is to utilize market-oriented and legal mechanisms, drawing on successful historical experiences from industries like Japan's cement sector and China's electrolytic aluminum industry [1] Group 3: Industry Challenges - The initiative aims to tackle the issue of "involution" and vicious competition in the photovoltaic sector by focusing on the upstream segments of the industry chain [1] - The approach involves a combination of government guidance, industry collaboration, and market-based mergers and acquisitions [1]