No Data
Boc International: Energy consumption, water consumption, and other indicators are tightening, and the photovoltaic supply side is expected to continue to optimize.
On November 20, the Ministry of Industry and Information Technology released the revised "Specifications for the Infrastructure (2024 Edition)", strengthening the requirements for energy consumption, water consumption, and other indicators at various stages of the industry chain. The difficulty of new capacity for silicon materials, silicon wafers, and batteries has further increased, continuously optimizing the supply side of photovoltaics.
The Ministry of Industry and Information Technology guides photovoltaic enterprises to reduce capacity expansion; institutions indicate that the industry clearing shows initial signs.
①The Ministry of Industry and Information Technology has revised the "Normative Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Announcement and Management of Normative Conditions for the Photovoltaic Manufacturing Industry". It guides local areas to rationally layout photovoltaic manufacturing projects based on resource endowment and industrial foundation, and encourages intensive and clustered development. ②Last week, more than 20 silicon wafer companies held another industry self-discipline meeting online, aiming to coordinate production reduction and improve the current market environment.
The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.
① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.
JA Solar Technology's (SZSE:002459) Investors Will Be Pleased With Their Strong 225% Return Over the Last Five Years
JA Solar Technology Q3 Profit Down 80%; Shares Climb 10%
Ja Solar Technology (002459.SZ) released its performance for the first three quarters, with a net loss of 0.484 billion yuan.
ja solar technology (002459.SZ) released the third quarter report for 2024. In the first three quarters, the company achieved revenue...
JA Solar Technology Co., Ltd.'s (SZSE:002459) Share Price Is Matching Sentiment Around Its EarningsNo Data
No Data
