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Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."
Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.
The photovoltaic Industry is currently undergoing a "de-involution"! Tongwei Co.,Ltd and Daqo Energy have both announced production cuts and maintenance.
① Both Tongwei Co.,Ltd and Daqo Energy are signatories of the photovoltaic industry self-discipline agreement. According to the self-discipline agreement, photovoltaic companies will begin to manage production capacity starting next month (January 2025). ② Analysts believe that adjusting the overall industry capacity utilization rate to the Range of 50%-60% can basically match the demand for polysilicon in 2025, preliminarily achieving a supply-demand balance.
Triumph New Energy Adopts Cumulative Voting for 2024 Meeting
Pacific Securities: A reversal in the photovoltaic Industry is imminent. Pay attention to three directions.
The Research Reports from The Pacific Securities indicate that with continuous breakthroughs in new markets and new technologies, a new cycle of price parity in solar storage is accelerating its onset, and a reversal in the photovoltaic Industry is imminent, suggesting attention to three directions.
Triumph New Energy Gains Strong Shareholder Support
Smart Communication Hong Kong Stock Investment Diary | December 11
Hong Kong Stock Investment Log | December 11, 2024
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104054975 : there are rooms to increase to $10
104054975 : ramping up now