10月30日，港股光伏太阳能股走强，新特能源涨超8%，协鑫科技涨超6%，协鑫新能源、阳光能源涨超4%。
据上海证券报报道，在10月28日央视财经频道播出的《经济半小时》节目中，协鑫集团董事长朱共山就国内光伏龙头联合收储产能一事称：“我跟TCL李东生董事长见面，我也跟隆基绿能的钟宝申总沟通。我们17家（龙头）企业基本上都签字了。”
申万宏源发布研报称，多晶硅为反内卷的核心抓手，联合平台的成立有助于多晶硅供给侧改革的加速推进。反内卷持续推进，行业价格和盈利修复明显。2025年三季度，多晶硅行业在“不低于成本销售”的价格法规要求下开始提涨，逐步恢复至综合成本线之上。
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