多晶硅产能整合收购平台，来了！

Core Viewpoint - The establishment of a "polysilicon capacity integration acquisition platform" by Beijing Guanghe Qiancheng Technology Co., Ltd. is seen as a crucial step to address the "involution" and vicious competition within the photovoltaic industry [1] Group 1: Platform Overview - The platform is guided by relevant authorities and initiated by leading enterprises, aiming to innovate industry governance [1] - It will operate under a dual-track model of "debt-acquisition + flexible capacity storage" to tackle the issue of vicious competition in the industry [1] Group 2: Economic and Strategic Implications - Economically, the platform is expected to handle potential debts amounting to hundreds of billions, helping to alleviate crises between banks and suppliers, and pushing prices back to reasonable levels [1] - Strategically, it aims to reverse the situation of loss-making exports and "involution externalization," allowing companies to invest sustainably in R&D after achieving profitability [1] Group 3: Institutional Innovation - The platform represents a governance exploration combining "effective market + proactive government," which, if successful, could serve as a replicable model for other industries facing similar issues of vicious competition [1]