Jinwu Financial News | Photovoltaic solar energy stocks rose, Follett Glass (06865) rose 3.83%, GCL Technology (03800) rose 2.83%, Xinyi Solar (00968) rose 2.71%, GCL New Energy (00451) rose 1.04%, and Xinte Energy (01799) rose 0.42%.
According to the news, Guojin Securities said that since 2024, the photovoltaic glass production line has been cold repaired with a total of 0.0275 million tons of daily melting, accounting for more than 20% of the production capacity. At the same time, the industry actually cut production even more, and industry inventories continued to decline after peaking in early November; January is a low season for traditional module demand and module production schedules have declined, and it is expected that glass production lines will continue to be cold repaired in the future. Considering that production cuts on the glass supply side are sufficient and that it will take time for cold repair production capacity to resume production, it is expected that the supply of photovoltaic glass will remain low in the short term. After the Spring Festival, as demand recovers and downstream stocks are prepared, photovoltaic glass is expected to continue to be stored, and the price inflection point can be expected.
