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China International Capital Corporation's outlook for photovoltaics in 2025: Advantageous industry breaks through difficulties, cycle bottoming sees dawn.
The current Sector valuation is still at the bottom stage, and a beta opportunity is expected to come next year.
JA Solar Technology (002459.SZ): Currently not involved in chip-related Business.
On December 20th, Gelonghui reported that JA Solar Technology (002459.SZ) stated on the investor interaction platform that the company's main business involves the research, development, production, and sales of solar Photovoltaic silicon wafers, Batteries, and modules, the development, construction, and Operation of Photovoltaic Power Stations, as well as the research, development, production, and sales of Photovoltaic materials and equipment. It is based on a vertically integrated model within the CECEP Solar Energy Industry Chain and is committed to providing Photovoltaic power generation system solutions for Global customers. Currently, it does not involve any chip-related business.
Another photovoltaic leader is heading to the Middle East. JA Solar Technology plans to invest 4 billion yuan to build Battery component production capacity in Oman | Quick read announcement.
① After planning projects in Egypt, JA Solar Technology announced plans to invest in Oman to build a project with an annual production capacity of 6 GW of high-efficiency Battery cells and 3 GW of high-power Battery modules, with a total investment of nearly 4 billion yuan; ② The Middle East and North Africa region has become a new destination for photovoltaic export, with many Chinese companies officially announcing plans and progress, aiming for production as early as 2025.
Express News | Ja Solar Technology to Invest 4.0 Bln Yuan in Solar Battery Project in Oman
Minsheng Securities: The production capacity of the photovoltaic Industry is expected to accelerate clearance. Bullish on the industry's profitability continuing to recover.
Minsight Securities released a Research Report stating that since the second half of 2024, policies have explicitly shifted direction, and the Industry is expected to accelerate the pace of supply clearance through price limits, production limits, and energy consumption control policies.
Huawei E JA Solar Lanciano Un Progetto Didattico Green in Thailandia Con L'UNESCO E Il Ministero Dell'istruzione Thailandese
JA Solar Technology Co., Ltd.'s (SZSE:002459) Share Price Is Matching Sentiment Around Its EarningsSee the daily top gainer.
