On July 29, a small composition about "polysilicon integration" went viral in the industry: Rumors said that 17 polysilicon enterprises held a "closed-door meeting" in Beijing, 11 large factories to form joint ventures, the acquisition of 6 enterprises, a total of 700000 tons of production capacity to withdraw, the target price will be pulled to 70000-80000 yuan/ton! This news has aroused great concern in the market.
However, that night, the China Photovoltaic Industry Association issued a clarification announcement, clearly stating that the above content is seriously inconsistent with the actual situation, is a false rumor, calling on all parties not to believe rumors, not rumors.
In any case, if this round of polysilicon industry integration action can be successfully implemented, it will certainly promote the substantial withdrawal of silicon production capacity, avoid further deterioration of industry competition, guide the market to return to rationality, and will also br e significant positive impact on the downstream photovoltaic industry chain. Let's wait and see.
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