最新：多晶硅整合平台股东首聚上海，议题哪些？

Core Viewpoint - The newly established polysilicon integration platform, Beijing Guanghe Qiancheng Technology Co., Ltd. (referred to as "Guanghe Qiancheng"), held its first meeting to discuss market price maintenance and production strategies among key stakeholders in the Chinese photovoltaic industry [1][4]. Group 1: Company Formation and Structure - Guanghe Qiancheng was officially established with a registered capital of 3 billion RMB, located in Chaoyang District, Beijing, and its business scope includes technology services, consulting, and management [3]. - The meeting included prominent figures such as Liu Hanyuan, Chairman of Tongwei Group, and Zhu Gongshan, Chairman of GCL Group, along with leaders from the China Photovoltaic Industry Association [2]. Group 2: Market Price and Production Strategy - Discussions emphasized the importance of adhering to national regulations that prevent polysilicon manufacturers from selling below their total cost price, including taxes [4]. - It was noted that the expected tax-inclusive price for polysilicon in December 2025 is projected to be slightly higher than current market prices, which range from 45,000 to 55,000 RMB per ton [4]. - Forecasts for 2026 suggest total sales may not exceed 1.2 million tons, with first-quarter sales projected at around 200,000 tons [5]. Group 3: Production Capacity and Recommendations - Participants agreed on the need to further compress production and sales volumes starting December 2025, especially if prior commitments were not fully utilized [6]. - The meeting highlighted the increasing collaboration among major domestic polysilicon companies, although specific actions regarding the acquisition of excess production capacity were not detailed [8].