Is the "consortium" about to be established? 11 Polysilicon Giants Negotiate Details in Shanghai

2025-11-03 13:05:48

If the consortium platform can land smoothly, it also means that the polysilicon industry will enter a substantive stage of "anti-involution" and integration of production capacity.

On October 31, the leaders of 11 polysilicon enterprises participating in the storage held a meeting in Shanghai to further confirm the core details of the operation mode, equity allocation, fund raising and responsibility division of the core consortium platform for polysilicon capacity storage. Liu Hanyuan, Chairman of the Board of Directors

of Tongwei Group, Zhu Gongshan, Chairman of Xiexin Group, Xu Xiang, Vice Chairman of Daquan Energy, Zhang Xiaohua, Chairman of Red Lion Group, and other polysilicon leaders who participated in the "storage" were all present.

According to Zhu Gongshan, chairman of Xiexin Group, the construction of the consortium platform related to the storage of polysilicon production capacity is advancing and will be completed within the year.

According to previous research by the Digital New Energy DataBM. Com, the consortium platform company will be jointly funded by about 11 enterprises, and will hold shares according to the share of production capacity of each polysilicon enterprise. After its establishment, the consortium company will invest in the acquisition of production capacity and inventory of other polysilicon enterprises in the market, and the payment methods include direct payment and subsequent sales commission payment in batches.

If the consortium platform can land smoothly, it also means that the polysilicon industry will enter a substantive stage of "anti-involution" and integration of production capacity.

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Correlation

On December 12, the official micro-blog of China Photovoltaic Industry Association (CPIA) released the article "Photovoltaic" Anti-Involution "Anniversary Examination: Let Prices Return to Rationality-In-depth Study and Implementation of the Spirit of the Central Economic Work Conference, Firm Confidence and Take Advantage of the Situation".

2025-12-15 09:58:30

"The association firmly safeguards the interests of the state and the industry, and we will fight to the end against the bad behavior of seeking benefits through rumors, smearing and malicious short-selling of the photovoltaic industry."

2025-11-12 14:52:38

If the consortium platform can land smoothly, it also means that the polysilicon industry will enter a substantive stage of "anti-involution" and integration of production capacity.

2025-11-03 13:05:48

The Department of Industry and Information Technology of Ningxia Hui Autonomous Region announced on May 21 that, in accordance with the relevant requirements of the Measures for the Implementation of Capacity Replacement in Cement and Glass Industry (2024 edition), the Department of Industry and Information Technology of Ningxia Hui Autonomous Region organized experts to conduct on-site verification and acceptance on May 20, 2026, after the application of enterprises and the preliminary examination by the industrial and information departments of Shapotou District and Zhongwei City. The main equipment of the cement clinker production line with a daily output of 2500 tons used by Ningxia Shengjin Cement Co., Ltd. for capacity replacement to Anhui Tongling Shangfeng Cement Co., Ltd. has been dismantled and does not have the capacity to resume clinker production.