此外，根据国家能源局数据，10月国内光伏新增装机12.6GW，同比下滑38.3%，环比增长30.4%；据 SMM，11月光伏组件整体产量环比10月下降2.43%。InfoLink判断，虽然电池片环节减产明显，但终端 需求疲软问题未解。应行情波动，仍有电池片厂家不排除后续进一步减产，本周市场观望情绪强烈，整 体价格走势仍需静待上下游博弈结果，预期短期内电池片价格仍以持稳为目标。 本文源自：智通财经网 消息面上，据澎湃报道，有消息称备受关注的多晶硅产能整合收购平台已正式成立。公司名称为北京光 和谦成科技有限责任公司，注册资本30亿元。据智通财经记者从企查查获悉，通威股份控股孙公司持股 光和谦成30.35%；协鑫科技子公司持股16.79%，东方希望、大全能源、新特能源和亚洲硅业持股比例 分别为11.3%、11.13%、10.12%和7.79%。股东共计10家企业，其中9家为硅料生产企业。 智通财经获悉，光伏股继续走低，截至发稿，新特能源(01799)跌3.84%，报7.26港元；信义光能(00968) 跌3.21%，报3.02港元；福莱特玻璃(06865)跌2.4%，报9.77港元。 ...

Core Viewpoint - The photovoltaic stocks continue to decline, with significant drops in share prices for major companies in the sector, amidst news of a newly established polysilicon capacity integration acquisition platform [1] Group 1: Stock Performance - New Energy (01799) fell by 3.84%, trading at 7.26 HKD [1] - Xinyi Solar (00968) decreased by 3.21%, trading at 3.02 HKD [1] - Flat Glass (601865) dropped by 2.4%, trading at 9.77 HKD [1] Group 2: Industry Developments - A new company named Beijing Guanghe Qiancheng Technology Co., Ltd. has been established with a registered capital of 3 billion CNY for polysilicon capacity integration [1] - Tongwei Co., Ltd. holds a 30.35% stake in Guanghe Qiancheng, while GCL-Poly Energy holds 16.79%, and other stakeholders include Dongfang Hope, Daqo New Energy, New Energy, and Asia Silicon with stakes ranging from 7.79% to 11.3% [1] Group 3: Market Data - In October, China's newly installed photovoltaic capacity was 12.6 GW, representing a year-on-year decline of 38.3% but a month-on-month increase of 30.4% [1] - According to SMM, the overall production of photovoltaic modules in November decreased by 2.43% compared to October [1] - InfoLink indicates that while there is a significant reduction in battery cell production, the issue of weak terminal demand remains unresolved, leading to a cautious market outlook [1]