After the photovoltaic association urgently refuted the rumor, there is new news about the storage of silicon materials.

29, the China Photovoltaic Industry Association issued a "clarification" article overnight, saying: "Recently, some media have released news about the anti-involution of the photovoltaic industry , especially the work of polysilicon. The relevant content is seriously inconsistent with the actual situation! Please don't believe the rumor! No rumors! Ccement. Com/news/2507/richtext/IMG/48lqlana7j11753866380957.

" a closed-door meeting to determine the future pattern of China's polysilicon industry" was held in Beijing, with the participation of senior executives from 17 polysilicon enterprises across the country .

Regarding the content of the meeting, the news said that 11 polysilicon companies will jointly form a new joint venture company to integrate the production capacity of six other companies by means of debt acquisition. The total production capacity involved is as high as 700000 tons .

At the same time, the news also lists the enterprises of the acquirer and the exit party.

that since the" silicon material storage "was reported, All kinds of news are flying everywhere in the industry- "clear timetable for storage", "seven giants store 1.5 million tons" and so on. However, the official silence on this, even so, the news has caused market turmoil.

Affected by the above, the main contract of polysilicon has been rising all the way since late June. Data show that from June 25th to July 24th, the largest increase in the main contract range of polysilicon was over 80% . On the day of publication (July 30), the main polysilicon contract rose by more than 8% , closing at 54705 yuan/ton. In the

secondary market, the share prices of many silicon companies, such as Tongwei Stock and Daquan Energy, have also regained their upward trend .After the

association refuted the rumor, some industry media reported that the closed-door meeting of polysilicon held on the 29th day was verified by some senior executives of silicon enterprises, and the response was that the incident did occur, and the possibility of future polysilicon storage and integration was high. But at present, the parties involved have not reached a real consensus , and some details remain to be discussed.

The list of enterprises and specific assets of both sides involved in the collection and storage are not yet known.

At the same time, according to the above industry media reports, there are still some disputes about the acquisition of assets, the purchase price and the allocation of equity.

On the day of the publication of this article, the latest news in the industry said that 1.25 million tons of production capacity might be withdrawn from the storage, with a purchase price of 800 million yuan/10000 tons . The implementation of the storage plan will require about 100 billion yuan , and the storage party will first take out 25% as compensation consideration. However, the specific number of participating enterprises is still unclear.

At the same time, the news said that a number of representatives of silicon enterprises have recently signed a "letter of consent" on the above integration plan.

Today (July 30), the Silicon Branch mentioned in the weekly review of polysilicon: "If the capacity integration can be implemented as scheduled, the domestic polysilicon production capacity may be reduced to about 2.3 million tons per year, and the operating rate must still be maintained within 60%." The annual supply and demand of polysilicon can maintain a basic balance. The

news is so complicated that we might as well wait for the official disclosure of the answer.