“硅料收储”要立个好榜样｜反内卷系列评论

Core Viewpoint - The article emphasizes the importance of advancing the silicon material storage plan with a public interest focus, ensuring the long-term healthy development of the industry while balancing the interests of both leading and small to medium enterprises [1][4]. Group 1: Silicon Material Storage Plan - The establishment of a "polysilicon capacity integration acquisition platform" by Beijing Guanghe Qiancheng Technology Co., Ltd. marks a significant step in addressing the "involution" and fierce competition within the photovoltaic industry [2]. - The storage plan is seen as a risky yet necessary attempt to stabilize the market, which has been characterized by fluctuations and uncertainty [2][5]. - The storage initiative is not only an internal exploration for the photovoltaic industry but also serves as a potential model for other industries facing similar competitive challenges [2]. Group 2: Principles for Implementation - The storage plan must prioritize public interest, ensuring that it does not become a feast for leading enterprises at the expense of smaller companies and the entire supply chain [4]. - Legal compliance is crucial, particularly regarding antitrust laws, to avoid monopolistic behaviors that could undermine the industry's long-term vitality [4]. - The principle of market autonomy should guide the storage process, allowing market participants to make independent choices rather than imposing administrative mandates [4]. Group 3: Caution and Communication - The article stresses that storage is not without costs and requires market validation to determine if silicon prices can return to reasonable levels [5]. - A cautious approach is necessary in advancing the storage plan, particularly in how information is disclosed and how stakeholders communicate with the market and the public [5]. - The success of this initiative could provide valuable lessons for other industries, while failure could exacerbate challenges within the photovoltaic sector and hinder the broader "anti-involution" efforts [5].