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以减产换减亏?三家硅料龙头同日披露检修计划 光伏“反内卷”力度再加强

Cut production in exchange for loss reduction? Three leading silicon companies revealed maintenance plans on the same day to further strengthen PV's “anti-internal roll” efforts

Breakings ·  Dec 24 22:12

Towards the end of the year, the upstream polysilicon link in the photovoltaic industry chain was the first to blow the “anti-internal roll” trumpet and implement the “self-regulation” convention by reducing production. Tonight, Tongwei Co., Ltd. and Daquan Energy also announced that they will gradually begin phased production reduction and maintenance of some high-purity polysilicon production lines. In addition, GCL Technology's personnel revealed this evening that the company will also begin production reduction and maintenance work during the same period. Industry analysts believe that silicon prices are already at the bottom, and there is very limited room for further decline. However, in the current flat state, polysilicon is still facing a situation where “the more you sell, the more you lose”, and production capacity falls short of expectations. Leading companies have begun to seek “self-help” with “self-discipline” and restore upstream prices above cash costs through production cuts, which is conducive to reducing operating losses in the high-purity silicon business. (Financial Services Association)

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