Head silicon material factories work together to promote capacity integration? Industry insiders: In the early stages of discussion, but expectations are good.

The reporter learned from a leading silicon material factory that some manufacturers in the industry have proposed a "storage and purchase" plan for existing silicon material production capacity and inventory in order to achieve capacity consolidation in this way. The possible approach is to establish a special fund under the guidance of the competent department for operation, and exit the funds after the silicon material price rebounds. The source said that several leading silicon material factories are willing to jointly promote this plan. Currently, it is still in the early stage of discussions, and the details are not yet perfect. However, the industry has high expectations for this plan, and the majority of loss-making companies are also willing to exit through this method.