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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.
Hong Kong stocks fluctuation | All photovoltaic stocks declined as the trade protection situation in the photovoltaic Industry intensified; Institutions pointed out that the profit pressure on domestic photovoltaic enterprises further increased.
All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) is down 17.85%, trading at 2.44 HKD; FLAT GLASS (06865) is down 14.4%, trading at 8.92 HKD; XINYI ENERGY (03868) is down 13.27%, trading at 0.85 HKD.
Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.
① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.
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