海通证券认为，在国家整治“内卷式”竞争的背景下，光伏行业积极实施供给侧自律行动，龙头企业积极行动起到了带头作用，从目前的价格上涨的趋势来看，自律行动已初现效果。近期光伏板块股价有所调整，氛围较为平淡，我们认为光伏行业基本面处于底部拐点向上的阶段，供需和库存水平开始呈现向好态势，光伏板块股价在经过短期调整后已具备较高的投资性价比。In the morning session, solar stocks are rebounding. As of publication, XINYI SOLAR (00968) is up 3.82%, trading at HKD 3.26; GCL TECH (03800) is up 3.7%, trading at HKD 1.12; FLAT GLASS (06865) is up 3.46%, trading at HKD 11.96; XINYI ENERGY (03868) is up 1.32%, trading at HKD 0.77.
According to Zhito Finance APP, photovoltaic stocks rebounded in the morning, as of the time of writing, XINYI SOLAR (00968) rose by 3.82% to 3.26 HKD; GCL TECH (03800) rose by 3.7% to 1.12 HKD; FLAT GLASS (06865) rose by 3.46% to 11.96 HKD; XINYI ENERGY (03868) rose by 1.32% to 0.77 HKD.
On the news front, after the silicon wafer prices rose on January 1, the prices of Zhonghuan silicon wafers increased again on January 6. It is reported that in the context of industry self-discipline and pre-holiday stocking expectations, the Fill Prices of silicon materials, silicon wafers, and Batteries have all risen. The latest silicon material price by SMM is 0.041 million per ton, N-type 183 silicon wafer prices increased by 0.05 yuan per piece to 1.23 yuan per piece, and Battery prices rose to 0.285 yuan per watt. From the current trend of price increases, the self-discipline action has already shown its effects.
HAITONG SEC believes that under the background of the national rectification of "involutionary" competition, the photovoltaic industry is actively implementing supply-side self-discipline actions, and leading enterprises are playing a leading role. From the current trend of price increases, the self-discipline action has already shown its effects. Recently, the stock prices of the photovoltaic Sector have adjusted somewhat, and the atmosphere is relatively flat. It is believed that the fundamentals of the photovoltaic industry are at the turning point of an upward phase, with supply and demand and inventory levels beginning to show a positive trend. After a short-term adjustment, the stock prices of the photovoltaic Sector have a high investment cost-effectiveness.
