别让多晶硅收储小作文，反复收割市场 ｜反内卷系列评论

Core Viewpoint - The article discusses the potential impact and implications of the polysilicon storage plan in the solar industry, questioning whether the recent market recovery is a genuine reflection of supply and demand or merely a result of speculative narratives [1][5]. Group 1: Market Reactions - Recent statements from a polysilicon company’s secretary indicated that the storage plan has failed, leading to volatility in stock prices and polysilicon futures [2][3]. - The past year has seen repeated announcements regarding the storage plan, causing significant fluctuations in market sentiment and prices, with some market participants profiting from these speculative narratives [3][5]. Group 2: Industry Implications - The polysilicon storage plan could significantly alter market dynamics and production capacity, necessitating careful evaluation of its benefits versus drawbacks [4][5]. - Despite the lack of a finalized storage plan, the ongoing discussions and media coverage have led to a notable increase in polysilicon prices and related company stock prices since May [5]. Group 3: Regulatory Considerations - The article emphasizes the need for a cautious and serious approach to the storage plan, advocating for adherence to market-oriented and legal frameworks to prevent exploitation of the market [5].