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Will the anti-job burnout of photovoltaics be further advanced? The leading silicon wafer companies are jointly raising prices, but the return of production capacity may limit the subsequent rise | Focus
① Daquan Energy, Tongwei Co., Ltd., Gansu Jingang Solar and other companies responded; ② Lu Jinbiao, the Secretary-General of the SEMI China Photovoltaic Standards Committee, said that after adjusting the load and reducing supply to promote a rebound in prices, there will be a phenomenon of capacity rework, limiting further price recovery.
Is the "difficult days" of the photovoltaic industry over? Two major silicon wafer leaders announced price increases on the same day | Industry News
① Longi Green Energy and TCL Zhonghuan Renewable Energy Technology announced on the same day that the prices of their silicon wafer products have been raised. After the adjustment, the prices of the two industry leaders' products remain essentially the same. ② The actual transactions of the latest prices are still to be observed. Industry analysis believes that the current capacity clearance has not yet ended, and there is still a possibility of low-price grabbing in the future.
Guosheng Securities: Domestic photovoltaic demand hits bottom and rebounds, targeting high premium markets in the Middle East and overseas
Growth remains an important support factor in this round of the photovoltaic downturn cycle.
CICC: Global grid investment has resilience, reiterating long-term opportunities for going global.
China International Capital Corporation has released research reports indicating that global grid investments have resilience, and going overseas remains an important driving force for high-quality enterprises to achieve growth, reaffirming the recommendation for power equipment going overseas.
Hong Kong stock market anomaly | xinyi solar (00968) now falls by more than 5%, photovoltaic glass prices may still decline, and the gross margin in the second half of the year may decrease compared to the previous period.
Xinyi Solar (00968) is now down more than 5%. As of the time of writing, it is down 5.03%, trading at HKD 3.02, with a turnover of 53.7057 million HKD.
Two departments: The investment scale of energy-intensive equipment in key areas is expected to increase by more than 25% from 2023 to 2027.
By 2027, the investment scale of equipment in key areas of energy will increase by more than 25% compared to 2023. The key focus is on promoting the implementation of energy-saving transformation, heating transformation, and flexibility transformation of coal-fired power plants. Transmission and distribution, wind power, solar power, hydropower and other areas will achieve equipment renewal and technological transformation.
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