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The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.
The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.
Hong Kong stocks abnormal movement | Photovoltaic stocks collectively declined, the market believes that Trump coming to power is unfavorable for the cecep solar energy industry
Trump's election as the President of the United States is believed to be unfavorable for the cecep solar energy industry. The next night, many solar energy stocks in the USA plummeted, dragging down the photovoltaic stocks in the Hong Kong stock market today.
china securities co.,ltd.: The bottom of the photovoltaic industry is basically confirmed, and the incremental certainty of the power equipment network is strong.
In Q3, the new energy sector saw a sharp decline in construction projects on a month-on-month basis, while the lithium battery and photovoltaic sectors stabilized their income and profit at the bottom, with demand remaining stable and supply contracting. Although many links still face the reality of supply-demand imbalance, the gross margin levels of photovoltaics, lithium batteries, and wind power are at historically low levels, but the dawn has already appeared.
Chinese Solar Firms, Ever-nimble, Go Further Afield Where US Tariffs Don't Reach
Industry consolidation, price recovery in sight, Daiwa is bullish on the photovoltaic sector: It's time to position yourself!
Da Vinci stated that the call from the China Photovoltaic Industry Association to "anti-industrial chain collapse" is taking effect, with little room for further decline in the price of photovoltaic modules; the Ministry of Industry and Information Technology may introduce stricter policies on photovoltaic energy consumption in the future, which will further accelerate capacity integration within the industry, eliminate inefficient capacity, thus improving the production efficiency and profitability of the entire industry.
Photovoltaic power stocks weaken, xinte energy (01799) falls 9%, usa ITC officially launches investigation into TOPCon solar cell and module.
Kingwu Finance News: Photovoltaic solar energy stocks weakened. As of the time of publication, Xinte Energy (01799) fell by 9%, GCL New Energy (00451) fell by 6.38%, Flat Glass (06865) fell by 6.06%, GCL Tech (03800) fell by 4.65%, and Xinyi Solar (00968) fell by 2.76%. On the news front, according to the China Trade Remedy Information Network, the US International Trade Commission (ITC) voted on October 31 to initiate a 337 investigation on specific TOPCon solar cell, module, panel, assembly, and downstream products. Central China Securities pointed out that the industry currently has excess capacity.
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