“硅料收储”要立个好榜样｜反内卷系列评论

Core Viewpoint - The establishment of Beijing Guanghe Qiancheng Technology Co., Ltd. marks the official launch of a long-anticipated "polysilicon capacity integration acquisition platform" in the photovoltaic industry, aimed at addressing the issue of "involutionary" competition within the sector [2] Group 1: Industry Context - The polysilicon storage initiative is seen as a critical step in alleviating severe competition in the photovoltaic industry, which has been characterized by detrimental practices [2] - This initiative is not only an exploration within the photovoltaic sector but also serves as a potential replicable model for other industries facing similar competitive challenges in China [2] Group 2: Implementation Principles - The storage plan must be driven by a sense of "public interest," focusing on the long-term healthy development of the industry, ensuring that the benefits do not solely favor leading enterprises at the expense of small and medium-sized companies [2] - Legal compliance is crucial, as antitrust laws prohibit monopolistic agreements among competitors, and any capacity-related monopolistic behavior is a key focus of antitrust regulations [3] - The storage initiative should adhere to market principles, emphasizing that it should be a voluntary choice by market participants rather than an administrative mandate [3] Group 3: Caution and Communication - The approach to storage must be cautious, as recent fluctuations in stock prices and futures have indicated market volatility, which could hinder the smooth implementation of the plan [4] - Effective communication strategies are necessary for all parties involved to ensure transparency and protect investor interests, with regulatory bodies playing a significant role in overseeing compliance [4] - The success of the storage initiative could provide valuable lessons for other industries, while failure could exacerbate challenges within the photovoltaic sector and undermine this significant "anti-involution" effort [4]