Jinwu Financial News | Guoyuan International said that at present, the PV industry chain prices and corporate profits are clearly at the bottom. The subsequent release of terminal demand is expected to gradually drive the price return in the industrial chain. Leading companies can be expected to achieve profits. It is recommended to pay close attention to the inflection point of the industry cycle.
In a situation where PV's overall loss is deeply integrated, it is an enterprise's comprehensive competitive advantage, including cost, profitability, financial status, and cash flow competition. Looking at the industrial chain, the competitive pattern in the silicon material and photovoltaic glass industry is clear, and it is not directly affected by the reduction in export tax rebates.
According to this bank, key recommendations for the silicon industry are: Xinte Energy (01799), GCL Technology (03800); key recommendations for the photovoltaic glass industry: Follett Glass (06865) and Xinyi Solar (00968).
