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[Brokerage Focus] Guoyuan International points out that the overall supply of polysilicon is still in excess, and the price of silicon materials may remain stable at the bottom in the short term.
Jingu finance | Guoyuan International's research report pointed out that the latest quote from the Silicon Industry Sub-Association shows: the price of polycrystalline silicon remained unchanged this week. The fill price range for N-type rod-like silicon remains at 0.037-0.044 million yuan/ton, with an average fill price of 0.0417 million yuan/ton; The fill price range for P-type single crystal dense material remains at 0.033-0.036 million yuan/ton, with an average fill price of 0.0345 million yuan/ton; The fill price range for N-type granular silicon remains at 0.036-0.0375 million yuan/ton, with an average fill price of 0.0373 million yuan/ton. The bank stated that this week, the polycrystalline silicon companies had fewer orders, mainly due to the reduction in production by downstream companies causing a cycle.
Most photovoltaic power stocks weakened, xinte energy (01799) fell 2.92%. Institutions indicate that the prices in the photovoltaic industry chain remain sluggish in October.
Jingu financial information | Most of the photovoltaic power stocks are weakening. As of the time of publication, xinte energy (01799) fell by 2.92%, gcl tech (03800) fell by 2.78%, xinyi solar (00968) fell by 1.84%, and flat glass (06865) followed the decline. On the news front, TrendForce Jun 2024, the photovoltaic industry chain prices are still in a slump, corporate investment enthusiasm has significantly weakened, domestic signed projects have greatly decreased, and overseas construction continues to intensify. Construction projects are concentrated in the solar cells and component sections, with GW-level calcium titanium projects being launched; the number of production projects.
Jibang Consulting: In October, the domestic photovoltaic expansion cooled significantly, and Chinese photovoltaic companies accelerated their pace of going global.
In October 2024, the prices of the photovoltaic industry chain upstream and downstream basically remained stable, while the phenomenon of supply and demand mismatch still exists, putting continued pressure on the profitability of photovoltaic companies.
The U.S. Can't Beat China at Solar Power. It May Be Time to Join Them. -- Barrons.com
gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
gtja released research reports stating that it maintains a "shareholding" rating for the electrical utilities industry.
The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.
The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.
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