The photovoltaic sector surged at the beginning of the trading session, with EGing PV hitting the daily limit, DRINDA rising over 8%, and Sungrow Power Supply, TCL Zhonghuan, LONGi Green Energy, Daqo Energy, and others following suit

Photovoltaic stocks surged in the closing hours! Is the polysilicon storage platform really coming?

According to the Securities Times citing informed sources, the long-anticipated polysilicon capacity integration acquisition platform "Beijing Guanghe Qiancheng" has been established, with a registered capital of 3 billion yuan. Although this news has not been officially confirmed, it significantly boosts market expectations for supply optimization, driving the photovoltaic sector to surge in the closing hours. The storage plan is jointly initiated by leading companies, aiming to eliminate backward capacity and alleviate vicious competition in the industry, but specific details and business information have not yet been disclosed

The A-share photovoltaic equipment sector rose again in the afternoon, with CSI Solar up over 10%. HONGYUAN and Guosheng Technology had previously hit the limit up, while TRINA SOLAR, Dike Co., Ltd., and Daqo Energy followed suit

Leading companies in the photovoltaic industry reduce losses, with the silicon material segment recovering first

The Q3 2025 report shows that leading companies in the photovoltaic industry, such as LONGi and TRINA SOLAR, have achieved reduced losses, with a significant recovery in the silicon material segment. GCL TECH and Daqo Energy have successfully turned losses into profits, while Tongwei Co., Ltd. has reduced its losses. However, many companies in the overall industry are still in a state of loss, with significant performance differentiation. Experts point out that corporate self-discipline and demand-side stimulation are key to reversing the industry's predicament

Shenwan Hongyuan: The anti-involution in the photovoltaic industry continues to advance, with significant recovery in industry prices and profits

Shenwan Hongyuan released a research report pointing out that the core of the photovoltaic supply-side reform lies in the establishment of a joint platform, with 17 major enterprises participating, aimed at addressing the supply-side contradictions in the polysilicon sector. Through mechanisms such as capacity coordination and self-discipline in production cuts, it effectively curbs the disorderly expansion of the industry, promotes prices to return above the cost line, and facilitates the recovery of profitability across the entire industry chain. The advancement of anti-involution has led to a continuous expansion of participating entities, with significant effects on product price recovery