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中國光伏行業協會澄清涉多晶硅傳聞 「以大收小」收儲進展仍有不確定性
針對近日有部分自媒體發佈關於內地光伏行業反內卷,特別是多晶硅方面工作的傳聞一事,中國光伏行業協會在官方微信公衆號上發佈一則澄清信息,稱相關內容與實際情況嚴重不符,請大家不信謠,不傳謠。協會表示,將秉着法制化、市場化原則推進反內卷工作,力求儘快走出內卷式惡性競爭,請大家一切以官方發佈信息爲準。
中國光伏行業協會並未明確提及澄清事項的具體細節。據《證券時報》從業內界獲悉,協會此次澄清內容或與市場傳聞的多晶硅行業以大收小的收儲事項有關,據瞭解,被收購的多晶硅產能涉及信義、南玻、寶豐、潤陽及合盛硅業等多家企業。業內人士認爲,多晶硅收儲的進展還是取決於談判情況,關鍵還是要去庫存,有庫存的公司應該停產去庫存,不然,即使完成多晶硅環節的以大收小,也沒法分配接下來的開工負荷。(ta/w) ~
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