据财联社主题库显示，相关上市公司中：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 Baiqiao of Haitong International Securities said that the entire industry is in the clean-up and adjustment stage. Prices may fluctuate by signing centralized orders towards the end of the year, but there is limited room for overall decline. The bottom of the price is already clear, and the photovoltaic industry is returning to order at an accelerated pace.
The China Photovoltaic Industry Association will hold the “2024 Photovoltaic Industry Annual Conference” from December 4 to 6 in Yibin City, Sichuan Province. Representatives from industry authorities, industry organizations, industry experts, and PV business leaders are invited to discuss and analyze hot issues in industry development.
Gao Zelong, co-secretary general of the New Quality Productivity Working Committee of the Chinese People's Association, said that consensus among industry leaders is gradually being reached, evolving from “roll price” to “roll quality.” Leading companies have begun to actively cut production and raise prices, which helps to mitigate the problem of overcapacity and stabilize market prices. Furthermore, policy guidance and support will also promote the healthy development of the photovoltaic industry. Xu Baiqiao of Haitong International Securities said that the industry as a whole is in the clean-up and adjustment stage. There may be fluctuations near the end of the year, but there is limited room for overall downsizing. The bottom of the price is already clear. The photovoltaic industry is returning to order at an accelerated pace. The current policy provides clear guidelines and measures for the photovoltaic industry in terms of both production capacity and price. It is already a general trend to clear the industry and get rid of vicious competition at low prices. It is expected that prices will rise later. It is recommended to pay attention to the huge elasticity brought about by the bottom inflection point of PV.
According to the Finance Federation's theme library, among the relevant listed companies:
Polymeric Materials is the world's leading photovoltaic silver paste. The silver powder products of the subsidiary Juyou Silver have achieved full coverage of PERC silver paste and TopCon silver paste. The monthly production capacity of silver powder exceeds 40 tons, and the monthly sales of the product exceeds 20 tons.
King Kong PV has introduced an advanced production line for large-size high-efficiency heterojunction (HJT) cells and modules, and has now developed into a new energy enterprise integrating R&D, manufacturing, and sales of high-efficiency heterojunction (HJT) cells and high-efficiency solar modules.
