Core Viewpoint - The photovoltaic sector experienced significant volatility on November 12 due to rumors regarding silicon material storage and the establishment of an alliance for photovoltaic silicon materials and components, which were later denied by JA Solar Technology [1] Group 1: Company Responses - JA Solar Technology issued a clarification on November 12, stating that the rumors circulating online were false and misleading, damaging the company's and industry's reputation [1] - The company emphasized that its board secretary did not make any statements regarding the rumored silicon material storage during any meetings, and it reserves the right to pursue legal action against the spread of false information [1] - JA Solar urged investors and the public to rely on official channels for accurate information and to avoid spreading rumors [1] Group 2: Market Reactions - Following the rumors, the photovoltaic sector saw a collective decline, with the photovoltaic ETF dropping over 5%, and leading stocks such as Tongwei Co., Longi Green Energy, and JA Solar approaching their daily limit down [1] - The so-called storage platform and silicon material alliance refer to a consolidation plan for polysilicon production capacity that leading manufacturers have been promoting for the past six months [2] - The industry believes that controlling upstream production is essential for the mid and downstream sectors of the photovoltaic supply chain to overcome current challenges [2] Group 3: Industry Association Statements - The China Photovoltaic Industry Association stated on the afternoon of November 12 that it is working to promote industry self-regulation and "anti-involution" efforts with the guidance of relevant government departments [3] - The association expressed confidence that, with strong support from the central government and cooperation from industry players, the related initiatives will be successfully implemented [3] - Tongwei Co. also expressed its support for the photovoltaic "anti-involution" initiative, believing that relevant policies will gradually be implemented [3]

Core Viewpoint - The Chinese Photovoltaic Industry Association has issued a statement addressing false information circulating online, emphasizing its commitment to industry self-discipline and combating negative narratives about the photovoltaic sector [1] Market Performance - On November 12, the photovoltaic sector experienced a decline, with notable drops in stock prices: - Canadian Solar (阿特斯) fell over 17% - Photovoltaic ETF dropped over 4% - Longi Green Energy (隆基绿能) decreased over 7% - Tongwei Co. (通威股份) and JA Solar (晶澳科技) both fell over 6% [3] Stock Performance - The photovoltaic equipment index was reported at 8277.90, down 3.51% - Specific stock performances included: - Canadian Solar: 20.56, down 14.33% over five days - Aiko Solar (艾罗能源): 68.65, down 10.16% over five days - Yuhuan Energy (亿晶光电): 4.72, down 7.81% over five days - Longi Green Energy: 38.75, down 7.23% over five days - JA Solar: 14.03, down 6.84% over five days [4]

新华财经上海11月12日电（记者 郭慕清）11月12日，一则关于"光伏收储平台已黄"的"小作文"在资本市 场迅速发酵。消息称：晶澳科技董秘在北京建投策略会上透露，"平台黄了"。 记者了解到，这场风波的焦点是"收储平台"，这一消息源于市场自2025年5月以来的盛传。网传消息 称，所谓"光伏收储计划联盟"，是由国内数十家头部光伏企业共同讨论的"承债收购"方案，主要由多晶 硅龙头牵头，意在通过市场化手段加速行业出清。 根据流传方案，联盟计划组建统一的平台公司，以"承债收购+永久关停"的方式，对约100万吨的落后多 晶硅产能进行收购与退出，将全行业产能控制在220至250万吨区间，以此维持60%至70%的合理开工 率。该计划被视为在行业深度低谷期中的一次"自救式整合"，一旦落地，或将重塑上游供需格局。因 此，市场对相关进展极为敏感。 业内人士表示，从目前多方表态看，"平台黄了"的传闻纯属无稽之谈。无论是企业层面还是行业协会， 都强调"相关工作正在稳步推进"，并呼吁市场理性看待，不被"小作文"牵着走。 晶澳科技随后回应媒体称："公司始终坚定看好并充分相信，光伏行业反'内卷'的相关政策必将落地实 施，并将积极支持和配合各 ...

更为权威的声音来自中国光伏行业协会。中国光伏行业协会官微在12日发布声明，明确表示"网络流传的小道消息均为不实信息"。 声明强调，协会在相关部委的坚强指导下努力推进行业自律和"反内卷"工作，从供需两端共同发力，市场化、法制化地推动相关工作。 协会坚定表示："妄图通过造谣抹黑、恶意做空光伏行业牟取利益的恶劣行为，我们将与之斗争到底。" 11月12日，A股光伏板块遭遇大面积回调。截至收盘，阿特斯（688472.SH）跌超14%，晶澳科技（002459）（002459.SZ）、隆基绿能（601012） （601012.SH）、亿晶光电（600537）（600537.SH）、双良节能（600481）（600481.SH）等个股均跌超6%。 | | 光伏概念 | | | | --- | --- | --- | --- | | | 885531.TI | | | | 名称代码 | 最新价 | 涨跌幅 ◆ | 涨跌额 ▶ | | ▽光伏概念 4067.926 | | -1.46% | -60.292 | | 阿特斯 | | 20.56 -14.33% | -3.44 | | 科创 688472.SH | | | | | 艾 ...

11月12日，市场有消息称，晶澳科技董秘在光伏一月度例会中表示"收储"平台黄了，并被进一步解读为"反内卷"失败。 该消息广泛传播后，A股光伏板块应声大跌。阿特斯一度跌超17%，光伏ETF一度跌超4%，通威股份、隆基绿能一度接近跌停。整个板块辨识度较高的个 股几乎是全线飘绿。 对此，光伏行业协会执行秘书长刘译阳在朋友圈发文表示："请大家不要信谣、传谣。"随后光伏板块有所回升。 中国光伏行业协会发布声明称，协会在相关部委的坚强指导下努力推进行业自律和"反内卷"工作：从供需两端共同发力，市场化、法制化地推动相关工 作。协会始终坚信，在中央坚定指导支持下，行业，企业积极协调配合下，相关工作一定会成功。 当下，协会和行业内各企业正一道努力，相关工作正在稳步推进。网络流传的小道消息均为不实信息，望请各位注意甄别，慎重决策。协会坚定维护国家 利益，行业利益，妄图通过造谣抹黑、恶意做空光伏行业牟取利益的恶劣行为，我们将与之斗争到底。 MACD金叉信号形成，这些股涨势不错！ 截至收盘，晶澳科技股价大跌6.84%，报收14.03元，总市值464.35亿元。 晶澳科技相关工作人员回复《每日经济新闻》记者表示："公司始终坚定看好并充 ...

记者丨李益文 编辑丨叶映橙 这场突如其来的下跌，或源于一则市场传闻有关。21财经《辟谣财知道》注意到，今日市场有 传闻称，"硅料和组件联盟公司被有关部门否了"，更有消息称晶澳科技高管在券商交流中表 示"收储平台黄了"。 对此，21财经《辟谣财知道》以投资者身份致电晶澳科技，接线工作人员明确表示， 公司并 无高管说过"收储平台黄了"一事，该传闻属谣言。 对于收储平台事宜，该工作人员补充道， 晶澳科技并非该平台参与方，具体落实的细节并不清楚。 更为权威的声音来自中国光伏行业协会。中国光伏行业协会官微在12日发布声明，明确表 示"网络流传的小道消息均为不实信息"。 11月12日，A股光伏板块遭遇大面积回调。截至收盘，阿特斯（688472.SH）跌超14%，晶澳 科 技 （ 002459.SZ ） 、 隆 基 绿 能 （ 601012.SH ） 、 亿 晶 光 电 （ 600537.SH ） 、 双 良 节 能 （600481.SH）等个股均跌超6%。 | | 光伏概念 | | | | --- | --- | --- | --- | | | 885531.TI | | | | 名称代码 | 最新价 | 涨跌幅 ◆ | ...

11月12日，A股光伏板块遭遇大面积回调。截至收盘，阿特斯（688472.SH）跌超14%，晶澳科技 （002459.SZ）、隆基绿能（601012.SH）、亿晶光电（600537.SH）、双良节能（600481.SH）等个股 均跌超6%。 这场突如其来的下跌，或源于一则市场传闻有关。21财经《辟谣财知道》注意到，今日市场有传闻 称，"硅料和组件联盟公司被有关部门否了"，更有消息称晶澳科技高管在券商交流中表示"收储平台黄 了"。 对此，21财经《辟谣财知道》以投资者身份致电晶澳科技，接线工作人员明确表示，公司并无高管说 过"收储平台黄了"一事，该传闻属谣言。对于收储平台事宜，该工作人员补充道，晶澳科技并非该平台 参与方，具体落实的细节并不清楚。 协会坚定表示："妄图通过造谣抹黑、恶意做空光伏行业牟取利益的恶劣行为，我们将与之斗争到底。" 被推上风口浪尖的"收储平台"，实际上是光伏行业"反内卷"的重要举措之一。在此前的10月28日央视财 经频道播出的《经济半小时》节目中，协鑫集团董事长朱共山就国内光伏龙头联合收储产能一事 称："我跟TCL李东生董事长见面，我也跟隆基绿能的钟宝申总沟通。我们17家（龙头）企业基本 ...

Core Viewpoint - The photovoltaic sector experienced a collective decline, with several listed companies' stock prices dropping over 5% due to concerns about the stability of the multi-crystalline silicon platform and its impact on the industry [1][2]. Group 1: Market Reactions and Company Responses - The Secretary of the Board of JA Solar expressed concerns about the platform's viability during a strategy meeting, leading to significant market reactions [1]. - JA Solar emphasized the need for collaboration among all parties to overcome challenges and support the establishment of the storage platform [1][2]. - The China Photovoltaic Industry Association refuted rumors regarding the platform's failure and highlighted the industry's commitment to orderly capacity exit and fair competition [2]. Group 2: Industry Performance and Trends - The third-quarter performance of the photovoltaic industry showed a clear divergence in profits along the supply chain, with multi-crystalline silicon indicating an early performance turning point, while downstream battery and module sectors continued to face significant losses [3]. - High prices of upstream silicon materials are raising concerns about the ability to pass costs down to downstream components, which could worsen the financial situation for downstream players [3]. - Current average transaction prices for multi-crystalline silicon n-type re-investment materials and granular silicon are 53,200 CNY/ton and 50,500 CNY/ton, respectively, remaining stable week-on-week [3]. - Despite prevailing pessimism in the market, the supply-side reduction and ongoing policy support suggest that actual operations will remain stable, with limited potential for significant price fluctuations [3].

Core Viewpoint - A recent rumor regarding the photovoltaic industry led to a significant decline in the sector, prompting the China Photovoltaic Industry Association to issue a denial and emphasize the need to avoid unhealthy competition [1][4][5] Market Reaction - On November 12, the A-share photovoltaic sector experienced a sharp decline, with the Photovoltaic 50 ETF dropping over 50% at one point and closing down 3.85% [1] - Individual stocks such as Aters saw a drop of over 17% during trading, ultimately closing down 14.3%, while leading companies like Longi Green Energy, Tongwei Co., and JA Solar also faced substantial losses [1][3] Rumor Details - The market downturn was triggered by rumors suggesting that a planned industry consolidation was "off," which quickly spread and affected investor sentiment [1][3] Association's Response - The China Photovoltaic Industry Association publicly refuted the rumors, stating that the circulating information was false and reaffirming their commitment to industry stability [4][5] - Liu Yiyang, the association's executive secretary, emphasized the importance of industry self-regulation and the need to combat unhealthy competition, urging stakeholders to remain vigilant against misinformation [8]

今日，光伏板块重挫下探，光伏50ETF（159864）跌超5%。资金逢低布局，根据wind数据，场内持续 有资金申购。 开源证券表示，当前光伏行业反内卷已取得一定积极成效，三季度主链上游环节预计显著减亏。后续重 点关注供需两条主线： （1）供给侧：硅料收储平台落地及产业链限产措施。 （2）需求侧：关注"十五五"光伏装机需求支撑，出口退税取消及严禁低于成本价销售要求的执行。在 供需两端反内卷的推进下，产业链供需关系有望迎来快速修复，并推动组件价格抬升。 光伏50ETF（159864）跟踪中证光伏产业指数，包括硅料硅片+组件+设备+电站，集齐光伏全产业链， 感兴趣的投资者可以逢低布局。 （文章来源：每日经济新闻） ...