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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.
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.
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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.
The USA ITC has officially launched a 337 investigation on TOPCon solar cell, module, panel, module, and downstream products.
On October 31, 2024, the United States International Trade Commission (ITC) voted to initiate a 337 investigation on specific TOPCon cecep solar energy cells, components, panels, modules, and downstream products.
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