Core Viewpoint - JinkoSolar has issued a clarification statement denying rumors that its board secretary made comments about the photovoltaic industry's storage plans being "failed" during a monthly meeting, asserting that such claims are false and misleading to the public [2][6]. Group 1: Company Response - JinkoSolar's announcement on November 12 states that the board secretary did not make any statements in internal or external meetings regarding the rumored comments [2]. - The company reserves the right to pursue legal action against those spreading false information [8]. Group 2: Market Reaction - Following the rumors, shares of JinkoSolar fell by 6.84%, closing at 14.03 yuan per share, with a total market capitalization of 46.43 billion yuan [9][10]. - Other companies in the photovoltaic and energy storage sectors also experienced significant declines, with Tongwei Co. hitting the daily limit down and other firms like Canadian Solar and Aiko Energy dropping over 10% [2]. Group 3: Industry Association's Position - On the same day, the China Photovoltaic Industry Association's executive secretary urged the public not to believe or spread rumors [5]. - The association emphasized its commitment to promoting industry self-discipline and addressing market challenges collaboratively [5][6].

Group 1 - The core viewpoint of the article is that JinkoSolar has issued a clarification statement denying rumors about its Secretary of the Board making negative comments regarding the photovoltaic industry's storage plans, which were deemed misleading and damaging to the company's reputation [2][5]. - On November 12, rumors circulated that the Secretary of the Board stated during a monthly meeting that the photovoltaic industry's storage initiative had "failed," leading to a significant market reaction with declines in various solar and energy storage stocks [2][5]. - Following the rumors, JinkoSolar's stock price fell by 6.84% to 14.03 CNY per share, resulting in a total market capitalization of 46.43 billion CNY [7]. Group 2 - The China Photovoltaic Industry Association has also responded to the rumors, urging the public not to believe or spread false information, and reaffirming its commitment to promoting industry self-discipline and market-driven initiatives [5]. - JinkoSolar has reserved the right to pursue legal action against those spreading false information, emphasizing its core business in solar photovoltaic products and energy storage systems [7].

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 ...

Core Viewpoint - The A-share photovoltaic sector experienced a significant downturn, with major companies like Aters (阿特斯) and JinkoSolar (晶澳科技) facing substantial declines in stock prices due to market rumors regarding the "silicon material and component alliance" being rejected by authorities and concerns over a storage platform's viability [1][3][5]. Group 1: Market Performance - On November 12, the photovoltaic sector saw widespread declines, with Aters dropping over 14% and other companies like JinkoSolar and Longi Green Energy (隆基绿能) falling more than 6% [1][2]. - The photovoltaic concept index decreased by 1.46%, losing 60.292 points [2]. Group 2: Rumors and Clarifications - Market rumors suggested that a storage platform for silicon materials was failing, which was denied by JinkoSolar's staff, stating that the company was not involved in such a platform [3][5]. - The China Photovoltaic Industry Association issued a statement refuting the rumors circulating online, emphasizing the importance of industry self-regulation and combating malicious actions against the sector [5]. Group 3: Industry Developments - The storage platform is part of the photovoltaic industry's efforts to combat "involution," with major companies reportedly signing agreements to collaborate on capacity storage [5][6]. - Recent reports indicated that the total funding required for capacity storage could exceed 200 billion to 300 billion yuan, with plans for a fund of approximately 700 billion yuan to facilitate acquisitions [6]. Group 4: Financial Performance - Some photovoltaic companies have shown signs of recovery, with Longi Green Energy reporting a revenue of 50.915 billion yuan for the first nine months of the year, and a significant reduction in losses in the third quarter [6][7]. - Analysts noted that the profitability of leading photovoltaic companies improved in the third quarter, driven by stabilized prices in the supply chain and reduced inventory impairment losses [6][7].

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 ...

Core Viewpoint - The A-share photovoltaic sector experienced a significant downturn, with major companies like Canadian Solar and LONGi Green Energy seeing substantial declines in stock prices due to market rumors regarding the failure of a silicon material and component alliance [1][3][4]. Group 1: Market Performance - On November 12, the photovoltaic sector index fell by 1.46%, losing 60.292 points, with Canadian Solar dropping over 14% and other companies like JA Solar and LONGi Green Energy also experiencing declines exceeding 6% [1][2]. - Specific stock performances included Canadian Solar at 20.56, down 14.33%, and LONGi Green Energy at 20.79, down 7.35% [2][3]. Group 2: Industry Rumors and Responses - Market rumors suggested that a silicon material and component alliance was rejected by relevant authorities, and there were claims that JA Solar executives indicated a "storage platform" had failed [3][4]. - JA Solar's staff denied these claims, stating that the company was not involved in the storage platform and that the rumors were unfounded [3]. - The China Photovoltaic Industry Association issued a statement refuting the circulating rumors, emphasizing their commitment to industry self-regulation and combating malicious actions against the photovoltaic sector [4][7]. Group 3: Industry Developments - The "storage platform" is part of the photovoltaic industry's efforts to combat "involution," with major companies reportedly signing agreements to collaborate on capacity storage [8]. - Reports indicated that the total funding required for capacity storage could exceed 200 billion to 300 billion, with plans for a fund of approximately 700 billion to facilitate acquisitions [8]. - Despite recent challenges, some photovoltaic companies, like LONGi Green Energy, reported improved financial performance, with a revenue of 509.15 billion for the first nine months of the year, showing a significant reduction in losses over the last two quarters [8][9]. Group 4: Future Outlook - Analysts noted that the photovoltaic sector's profitability showed signs of improvement, driven by stabilized prices in the supply chain and reduced inventory impairment losses [9]. - The focus for the industry moving forward includes monitoring the implementation of the silicon material storage platform and the demand side, particularly regarding the "14th Five-Year Plan" for photovoltaic installations and the enforcement of pricing regulations [11].

Core Viewpoint - The A-share photovoltaic sector experienced a significant decline, attributed to market rumors regarding the rejection of a silicon material and component alliance, as well as misleading statements about a storage platform by a senior executive of JA Solar [2][3] Group 1: Market Reaction - Major companies in the photovoltaic sector, including Canadian Solar, JA Solar, Longi Green Energy, and Yichin Photovoltaic, saw stock declines exceeding 6%, with Canadian Solar dropping over 14% [2] - The market was influenced by rumors that the "silicon material and component alliance" was rejected by authorities, leading to panic selling [2] Group 2: Clarification from Companies and Associations - JA Solar denied the rumors regarding the storage platform, stating that the company was not involved in such a platform and that the claims were false [2] - The China Photovoltaic Industry Association issued a statement refuting the rumors and emphasized its commitment to industry self-regulation and combating malicious market behaviors [3] Group 3: Industry Developments - The storage platform is part of the photovoltaic industry's efforts to combat "internal competition," with 17 leading companies reportedly signing agreements to collaborate on capacity storage [3] - Recent reports indicated that the total funding required for capacity storage could exceed 200 billion to 300 billion yuan, with plans for a 700 billion yuan fund to facilitate acquisitions [3] Group 4: Financial Performance - Some photovoltaic companies have shown signs of improved performance, with Longi Green Energy reporting a revenue of 50.915 billion yuan for the first nine months of the year, and a significant reduction in losses over the last two quarters [4] - A report from Ping An Securities noted that the profitability of leading photovoltaic companies improved on a quarter-on-quarter basis, driven by stabilized prices in the photovoltaic supply chain and reduced inventory impairment losses [4] Group 5: Future Outlook - The current efforts to combat internal competition in the photovoltaic industry are expected to yield positive results, with upstream sectors projected to significantly reduce losses in the third quarter [5] - The focus will be on supply-side measures, such as the establishment of the silicon material storage platform and production restrictions, as well as demand-side factors like the support for photovoltaic installation demand and enforcement of pricing regulations [5]

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].