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Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.
① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.
Some Photovoltaic Technology are on the rise, FLAT GLASS (06865) increased by 6.32%. Institutions expect that the inventory of Photovoltaic Glass will further decrease.
Jinwu Financial News | Some Photovoltaic Technology stocks are rising, IRICO NEWENERGY (00438) up 8.61%, FLAT GLASS (06865) up 6.32%, XINYI SOLAR (00968) up 2.65%, GCL TECH (03800) up 1.64%, TRIUMPH NEW EN (01108) up 1.4%.
The stock prices of Photovoltaic Power have rebounded, with GCL TECH (03800) rising by 6.67%. Institutions indicate that prices in the upstream of the Industry Chain have shown some recovery.
Jingwu Financial News | The stock prices of Photovoltaic Power have rebounded, with GCL TECH (03800) up 6.67%, IRICO NEWENERGY (00438) up 1.53%, XINYI SOLAR (00968) up 1.69%, XINYI ENERGY (03868) up 1.23%, and FLAT GLASS (06865) following suit. According to TrendForce, as of January 2025, upstream prices in the Industry Chain have warmed slightly, and component prices have remained stable, with ongoing market negotiations. In January, there were few domestic Photovoltaic project signings, commencements, and productions; however, the Industry's development has not stagnated, as domestic Photovoltaic companies continue to operate.
CINNO Research: The investment amount in China's optoelectronic display industry is approximately 223 billion yuan in 2024, a year-on-year decline of 27.3%.
Statistics show that in 2024, the investment amount in the optoelectronic display industry in China (including Taiwan) is about 223 billion yuan, a year-on-year decrease of 27.3%.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
