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China Great Wall: In March, the solar Industry in China showed signs of stabilization and recovery, with the Power Inverter expected to recover first.
After a year of adjustment in the Industry, 2024 may mark the bottom of profitability. The Power Inverter is expected to recover first due to technological barriers, and the supply-demand rebalancing will optimize the competitive landscape.
Pacific Securities: The Quote for The Pacific Industry Chain in the photovoltaic sector is accelerating downward.
With the end of inventory preparation, the Quote in the photovoltaic Industry Chain is accelerating to loosen, due to significant price drops in the downstream market and an increased shipping intention from some leading Polysilicon manufacturers, the price of Block Orders for Polysilicon is rapidly declining, approaching mainstream cash costs.
National Energy Administration: In March, the National Energy Administration issued 0.174 billion green certificates, a year-on-year increase of 9.39 times.
In March 2025, a total of 0.118 billion green certificates were traded nationwide, among which 21.87 million were for China Green Electricity Investment Of Tianjin. From January to March 2025, a total of 0.2 billion green certificates were traded nationwide, with 60.44 million of them for China Green Electricity Investment Of Tianjin.
Jibang Consulting: In March, the prices in the Industry Chain of photovoltaic showed an upward trend, and the pace of domestic photovoltaic project signing, construction, and production has slowed down.
Jibang Consulting stated that in March 2025, driven by multiple factors such as the increasing demand for installation due to the approaching policy window, industry self-discipline in production reductions, and the continuous optimization of the supply-demand pattern, the prices across the Industry Chain of the photovoltaic sector are showing an overall upward trend.
Photovoltaic Power stocks rose against the market trend, GCL TECH (03800) increased by 3.85%. BOCOM INTL indicated that the USA's imposition of tariffs has a minimal impact on the Industry's production capacity.
Jingu Financial News | Photovoltaic Power stocks rise against the trend, IRICO NEWENERGY (00438) increased by 4.83%, COMTEC SOLAR (00712) increased by 4.55%, GCL TECH (03800) increased by 3.85%, XINYI SOLAR (00968) increased by 2.02%, FUYAO GLASS (03606) increased by 1.53%, FLAT GLASS (06865) increased by 1.18%, TRIUMPH NEW EN (01108) increased by 1.16%. In news, BOCOM INTL's Research Reports indicate that due to the USA previously imposing a 25% tariff on Chinese photovoltaic products under section 301, China has essentially stopped exporting to the USA.
COMTEC SOLAR: SUPPLEMENTAL ANNOUNCEMENT
