新华财经北京11月12日电（可达）12日盘中，光伏行业"小作文"扰动资本市场。 股市方面，光伏板块包括隆基绿能、晶澳科技、通威股份在内40余家A股上市公司股价跌超5%；期货 方面，多晶硅2601合约午后一度大跌3.9%，最终翻红涨0.43%，日内振幅达4.62%。 新华财经注意到，近期"多晶硅收储平台"相关消息受市场持续关注，12日早间一份据称为晶澳科技董秘 关于平台建设进展的发言在市场上流传，同一时间光伏板块股价、多晶硅期货价格双双下跌。 对此，晶澳科技向媒体否认了相关高管言论的真实性，称传闻属于谣言。同时，公司方面称，真诚期待 并支持收储平台能够顺利建立并发挥作用。 12日午后，中国光伏行业协会执行秘书长刘译阳发文表示，光伏行业正从供需两端共同发力，市场化、 法制化地推动落后产能有序退出。有中央的坚定指导支持，行业企业的协调配合，相关工作一定会成 功。 随后，中国光伏行业协会官微发布声明称，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。 在协会发布声明"辟谣"后，多晶硅主力连续合约持 ...

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 ...

Summary of the Conference Call on the Polysilicon and Industrial Silicon Market Industry Overview - The conference call focused on the polysilicon and industrial silicon markets, particularly within the photovoltaic (PV) industry chain [1][2]. Key Points and Arguments Market Dynamics - From July to September, the polysilicon market experienced price increases and inventory accumulation, with downstream companies optimistic about the PV market. However, by late September to October, a turning point in inventory occurred, leading to increased spot market inventory, peaking at nearly 270,000 tons, which weakened the price increase momentum [1][10]. - The average production cost for polysilicon companies is approximately 52,500 RMB per ton, with electricity prices in the Southwest region rising to 0.45 RMB per kWh during the dry season [1][8]. - The expected global demand for polysilicon in 2026 is projected to be around 1.27 million tons, with a significant focus on balancing domestic and international demand due to declining domestic installation needs [11][13]. Export Market - By 2025, exports of PV products are expected to account for 70%-75% of total production, primarily targeting India, which is heavily investing in PV infrastructure [11]. - The anticipated increase in India's installed capacity by approximately 5 GW in 2026 could generate a demand for about 100,000 tons of polysilicon, although domestic demand in China is expected to decline [11][12]. Production and Pricing Outlook - Polysilicon production is expected to see a slight decrease in November and December, with industrial silicon production potentially dropping by around 100,000 tons due to the dry season affecting production in Yunnan and Sichuan [21][22]. - The price range for industrial silicon is projected to be between 8,700 and 9,200 RMB per ton, influenced by rising electricity costs during the dry season [22]. Inventory and Supply Chain Issues - The polysilicon market has seen a significant increase in inventory, with the highest levels nearing 270,000 tons. If downstream companies continue to reduce purchases, upstream pressure will increase [10][24]. - The establishment of a storage platform for polysilicon is rumored to involve the acquisition of 500,000 tons of capacity at around 60,000 RMB per ton, although this has not been officially confirmed [5]. Future Scenarios - Several scenarios for the future of polysilicon pricing were discussed, including potential price increases if a storage platform is established and demand remains stable. Conversely, if demand weakens and the platform does not materialize, prices may face downward pressure [19][24]. Additional Important Insights - The overall sentiment in the market is cautious, with downstream companies adopting conservative strategies due to economic uncertainties. This has led to a trend of price competition among suppliers [8][15]. - The relationship between polysilicon and industrial silicon demand is significant, with polysilicon accounting for 35% of industrial silicon demand. As long as polysilicon remains profitable, it is unlikely that industrial silicon prices will significantly impact production levels [23]. This summary encapsulates the critical insights from the conference call, highlighting the current state and future expectations of the polysilicon and industrial silicon markets within the photovoltaic industry.