DT新材料·2025-11-12 16:04Core Viewpoint - The recent news regarding the failure of the "storage" platform in the photovoltaic sector has led to significant declines in the A-share photovoltaic sector, with major companies experiencing substantial drops in stock prices. The China Photovoltaic Industry Association has refuted these rumors, emphasizing the importance of fair competition and the implementation of "anti-involution" policies to ensure high-quality development in the industry [2][4]. Group 1: Market Reaction - On November 12, the photovoltaic sector saw a sharp decline, with companies like Aters falling over 17% and the photovoltaic ETF dropping more than 4%. Major players such as Tongwei Co. and Longi Green Energy approached their daily limit down [2]. - The China Photovoltaic Industry Association issued a statement urging caution against unverified information and reaffirming its commitment to protecting the interests of the industry and the nation [2][4]. Group 2: Industry Response - JinkoSolar expressed confidence in the "anti-involution" policies and the establishment of the storage platform, acknowledging the need for collaboration among various stakeholders to overcome challenges and promote healthy industry development [2]. - Tongwei Co. also reiterated its support for the "anti-involution" initiative, believing that relevant policies will gradually be implemented [4]. Group 3: Price Trends - Since July, the photovoltaic industry has been undergoing "anti-involution," with silicon material prices gradually rising to cost levels. By the third quarter of 2025, the loss per ton of silicon material has significantly narrowed [4]. - The average price of N-type recycled silicon material increased from 34,700 yuan per ton on July 2 to 53,200 yuan per ton on September 24, marking a price increase of approximately 53% in the third quarter of 2025 [4].