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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.
'Marc Benioff Is In Talks To Sell Time To Antenna Group; Antenna Group Is In Talks To Acquire Time From Salesforce' - CNBC
Atlassian Surges After Q1 Results and Outlook Keep Wall Street Bullish
Swiss Reinsurance Life once again acquired China Longyuan Power's H shares. Insurance funds have taken stakes in listed companies 12 times this year, reaching a near four-year high in frequency.
①The source of the funds for the shareholding comes from their own capital accounts, universal and dividend account insurance liability reserve; ② As of November 1st, insurance companies have made a total of 12 shareholding attempts this year, targeting 11 listed companies; ③ Insurance companies frequently engage in shareholding, which is related to adjusting investment strategies under the background of the new accounting standards.
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.