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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.
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.
Photovoltaic industry third quarter report inventory: Which enterprises recovered ahead of the industry? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.
①ATS, GCL System Integration Technology, JinkoSolar, and Hengdian Group DMEGC Magnetics continued to achieve positive net income in the first three quarters, with JA Solar Technology realizing a net income of 0.39 billion yuan in Q3, far exceeding market expectations; ②Continuous losses in the polycrystalline silicon and silicon wafer segments, with many leading companies facing the risk of their first annual performance loss after going public; ③Leading companies suggest industry consolidation through raising technical and quality standards to achieve industry self-regulation.
Is the turning point coming for the photovoltaic industry? Several component manufacturers claim that prices are following the market. Industry insiders are calling for production cuts.
①The rising trend of photovoltaic component manufacturers' product prices seems imminent, closely related to the initiative proposed by the China Photovoltaic Industry Association; ②Industry insiders believe that under the current situation of oversupply of equally high-quality and efficient product supply, leading companies need to adjust their shipment plans, control production loads, and avoid bidding below cost.
How far is the photovoltaic industry from the new cycle?
In the context where the photovoltaic sector has already experienced a deep round of pullback, the short-term rebound in stock prices mainly reflects the capital game and the adjustment of future expectations. However, the short-term excess production capacity is difficult to be effectively consumed, and leading companies pursuing integrated development will also prolong the industry's bottoming time.