Express News | Sinolink: Frequent Bullish Signals in demand for photovoltaics and offshore wind, the Sector cools down and re-enters the layout window.

BreakingsDec 25 08:36

Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."

Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.

wallstreetcnDec 25 08:33

The photovoltaic Industry is currently undergoing a "de-involution"! Tongwei Co.,Ltd and Daqo Energy have both announced production cuts and maintenance.

① Both Tongwei Co.,Ltd and Daqo Energy are signatories of the photovoltaic industry self-discipline agreement. According to the self-discipline agreement, photovoltaic companies will begin to manage production capacity starting next month (January 2025). ② Analysts believe that adjusting the overall industry capacity utilization rate to the Range of 50%-60% can basically match the demand for polysilicon in 2025, preliminarily achieving a supply-demand balance.

cls.cnDec 24 22:01

Hong Kong stock market changes | Photovoltaic stocks generally fell in early trading, with some companies' bids below the self-regulated minimum price set by the industry. Goldman Sachs previously stated it is monitoring the follow-up execution of product

In the morning session, solar stocks experienced widespread declines. As of the time of reporting, XINYI ENERGY (03868) fell by 3.61%, trading at 0.8 HKD; FLAT GLASS (06865) decreased by 2.63%, trading at 11.84 HKD; XINTE ENERGY (01799) dropped by 2.31%, trading at 7.61 HKD; XINYI SOLAR (00968) declined by 1.89%, trading at 3.12 HKD.

Zhitong FinanceDec 19 09:42

Triumph New Energy Adopts Cumulative Voting for 2024 Meeting

TipRanksDec 13 19:38

Pacific Securities: A reversal in the photovoltaic Industry is imminent. Pay attention to three directions.

The Research Reports from The Pacific Securities indicate that with continuous breakthroughs in new markets and new technologies, a new cycle of price parity in solar storage is accelerating its onset, and a reversal in the photovoltaic Industry is imminent, suggesting attention to three directions.

Gelonghui FinanceDec 13 09:06