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The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.
① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.
A-shares and Hong Kong stocks are up, with the gem rising more than 1%, led by photovoltaics, chips, and non-ferrous metals.
PV concept stocks in A-shares rose at the beginning of the market, Suzhou Good-Ark Electronics hit the limit up, Sungrow Power Supply, Deli Technology rose more than 6%, Ginlong Technologies, Suzhou Maxwell Technologies, and Orise Technology quickly followed the upward trend.
Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.
At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.
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.
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.