Polysilicon Leaders Set Up a Storage Platform to Control Capacity

Tongwei, GCL and other leading polysilicon producers have pooled 3 billion yuan to establish a storage platform, attempting to halt the decline in polysilicon prices by purchasing excess capacity and shutting it down in a coordinated manner.

Evidence EVIDENCE

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一个狠人

2026-10-04 00:35 · 一个狠人发布了新视频：需求越差合規價越高、開工率掉進死亡螺旋！先進產線不許便宜賣、下游三年利潤跌10%、中小企業先死、存貨不減值壞賬藏進中小銀行、同款政策把美國大蕭條拖長六成！損失一分沒少只會更集中爆發

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Original

多晶硅期货跌停约谈确有其事 21世纪经济报道网易

2026-10-09 11:26 · 2025年12月9日，硅料收储平台公司“北京光和谦成科技有限责任公司”成立，注册资金为30亿元，由通威、协鑫、东方希望、大全能源等九大硅料巨头与中国光伏行业协会共同出资。

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This event Polysilicon Leaders Set Up a Storage Platform to Control Capacity 2025.12.09 · Reported

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Coverage of this event COVERAGE

Article · 2026-10-04 00:18 The Worse Demand Gets, the Higher the Compliance Price, and Capacity Utilization Falls into a Death Spiral! Advanced Production Lines Are Forbidden to Sell Cheap, Downstream Profits Drop 10% Over Three Years, SMEs Die First, Inventory Is Not Written Down and Bad Debts Are Hidden in Small and Medium Banks, the Same Policy Prolonged the U.S. Great Depression by 60%! Not One Cent of the Loss Is Avoided — It Will Only Explode in a More Concentrated Way

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