Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.
Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."
Annual conference of the photovoltaic industry will be held. Analysts say the industry prices have clearly reached the bottom.
① The china Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" from December 4 to 6 in Yibin City, Sichuan Province. ② Xu Boqiao from Haitong International Securities stated that the industry as a whole is currently in a clearing and adjustment phase. With the end of the year approaching, concentrated signing may increase, and prices may experience fluctuations; however, the overall downward space is limited, and the price bottom has already been clarified. The photovoltaic industry is accelerating its return to order.
The annual cold repair scale of photovoltaic glass has exceeded 0.01 million tons per day, and glass prices are expected to bottom out and rebound.
① Multiple industry insiders have told reporters that the current cold repair scale of the entire industry exceeds 12,000 tons per day. ② According to research reports from CSC Securities, in the short term, with the upward production of Q3 components, the prices of some auxiliary materials such as film and glass may hit bottom and rebound.
The State Energy Administration will guide the construction of photovoltaic upstream production capacity, and the industry is expected to accelerate its clearance.
Li Chuangjun, Director of the New Energy and Renewable Energy Department of the National Energy Administration, stated at the news conference of the State Council Information Office on the 20th that they will strengthen coordination among multiple departments and regulate the order of the photovoltaic power generation industry. They will reasonably guide the construction and release of photovoltaic upstream production capacity, and avoid repetitive construction of low-end production capacity.
Chinese assets have ushered in a lot of good news!
Today, although the major indices of A-shares and Hong Kong stocks have not increased much, individual stocks have shown a general upward pattern. The money-making effect on the market is obvious, and concept stocks such as PV, real estate, and AI PCs have collectively strengthened.
Breaking a world record! The conversion efficiency of large-scale all-perovskite photovoltaic modules in China reached 24.5%. Institutions are optimistic about investment opportunities in these three directions in the perovskite field
We learned from Nanjing University that the large-scale all-perovskite photovoltaic module developed by Professor Tan Hairen's research team at the university has achieved a new breakthrough. After testing by an authoritative international third party agency, its steady-state photoelectric conversion efficiency reached 24.5%, breaking the world record for such modules and laying the technical foundation for subsequent industrialization. The relevant paper was published in the international academic journal “Science” on February 23.