知情人回应多晶硅收储平台成立：这就是一直在做的事

Core Viewpoint - The establishment of "Beijing Guanghe Qiancheng Technology Co., Ltd." is seen as a long-awaited development in the silicon material storage platform sector, with a registered capital of 3 billion yuan [1][4]. Shareholder Structure - The company has 10 shareholders, including major players in the silicon material industry such as Tongwei Photovoltaic Technology, GCL-Poly Energy Holdings, and Daqo New Energy, with the largest shareholder holding 30.35% [2][4]. - The shareholders' contributions and their respective stakes are as follows: - Tongwei Photovoltaic Technology: 30.35% (910.5 million yuan) - GCL-Poly Energy: 16.79% (503.7 million yuan) - Shanghai Dongfang Hope: 11.3% (339 million yuan) - Daqo New Energy: 11.13% (333.9 million yuan) - Xinte Energy: 10.12% (303.6 million yuan) [2][4]. Market Reaction - Following the announcement of the platform's establishment, the stock prices of several involved companies, including Tongwei and GCL-Poly, fell by over 3% on December 10, despite a brief price increase on December 9 [6]. - In contrast, the futures prices for polysilicon saw an increase of over 1% on December 10 [6]. Industry Context - The establishment of the storage platform is part of a broader effort to consolidate production capacity in the silicon material sector, which has been a focal point since the announcement of storage plans in May [6]. - Current average transaction prices for various types of silicon materials have increased significantly compared to the beginning of the year, with N-type polysilicon rising by 28.19% [6].