Photovoltaic storage platform "walking on two legs" reduces the starting rate of the entire industry chain.

Recently, Beijing Guanghe Qiancheng Technology Co., Ltd. was registered and established, and the China Photovoltaic Industry Association confirmed that it is the long-planned "polycrystalline silicon production capacity integration acquisition platform." This industrial governance innovation initiative, jointly guided by relevant authorities and jointly initiated by a number of leading backbone enterprises, is considered by the industry as one of the key actions to break the vicious competition in the photovoltaic industry. The establishment of the acquisition and storage platform by the end of 2025 marked a phased conclusion to the self-discipline of the photovoltaic industry and the fight against "internal competition." However, the industry still faces many challenges. On one hand, next year's domestic demand for new photovoltaic installations is expected to decline for the first time in recent years; on the other hand, the uncertainty remains as to whether the early rise in silicon material prices can drive the downstream prices of the industry chain to rebound. Against this uncertain background, with the soaring costs of auxiliary materials such as silver paste, the process of reversing losses in the downstream battery and component sector is also expected to be delayed.