Both supply and demand are expected to decrease. The industry predicts that the price of photovoltaic glass will mainly stabilize in the short term. | Industry Observation

①The photovoltaic glass continues the previous downturn trend, with major manufacturers taking price increase actions, but the upward support is insufficient, and short-term price stability is expected to be the main focus; ②Leading companies indicate that the top two leading positions are still stable, including looking into the future, the change in market structure will not be significant.

cls.cnNov 29 07:48 ET

China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.

china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.

Zhitong FinanceNov 26 18:43 ET

Hong Kong stocks moving differently | Most solar stocks opened higher. The industry calls for strict prevention of "involution spillover" within the industry, as anti-involution competition continues to advance.

Most photovoltaic stocks opened higher. As of the time of writing, gcl tech (03800) rose 6.06%, trading at 1.4 Hong Kong dollars; xinte energy (01799) rose 2.84%, trading at 8.32 Hong Kong dollars; flat glass (06865) rose 3.51%, trading at 12.38 Hong Kong dollars; xinyi solar (00968) rose 2.22%, trading at 3.23 Hong Kong dollars.

Zhitong FinanceNov 25 20:44 ET

China Logs 15% Rise in Installed Power Generation in January-October

MT NewswiresNov 24 20:52 ET

Zhizhong Hong Kong stocks early knowledge | Ministry of Industry and Information Technology: Guide photovoltaic companies to reduce purely capacity expansion photovoltaic manufacturing projects. nvidia (NVDA.US) fell by as much as 5% after earnings.

On November 20, the Ministry of Industry and Information Technology issued a notice revising the "Specification Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Management of Announcements for the Photovoltaic Manufacturing Industry".

Zhitong FinanceNov 20 18:43 ET

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.

cls.cnNov 20 01:27 ET