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20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
The cooperation between photovoltaic glass enterprises to reduce production has attracted attention. Industry insiders believe that the short-term impact is limited and there is significant mismatch between supply and demand in the industry.
① The glass industry is currently in a phase of full industry loss of cost, and it continues to approach the cash cost line of full industry loss; ② Insiders in the industry have mentioned that a 30% reduction in photovoltaic glass capacity still meets the demand for module production, and the strong negotiation power of module manufacturers limits the production cost of photovoltaic modules; ③ The adjustment of leading photovoltaic glass companies is a good demonstration for leading photovoltaic companies.
Under the low supply and downstream price increase, the silicon material prices have risen across the board this week, but the upward trend may be difficult to sustain.
1. Although silicon material products have shown signs of recovery, their production has reached a new low in this stage, and the overall volume of contracts this week is relatively average. 2. Currently, polysilicon companies have a relatively consistent expectation of price increases, leading to a general increase in quotes for downstream and spot market. However, the trading volume this week is limited, resulting in only a slight increase in the market average price. 3. Several analysts have indicated that the increase in silicon material prices is limited and difficult to sustain, and prices will hover at the bottom in the future.
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China Photovoltaic Industry Association organized a "Photovoltaic Power Station Construction Bidding Price Mechanism Seminar".
① The meeting proposed to jointly optimize the bidding mechanism for the construction of photovoltaic power stations by upstream and downstream companies. ② After discussion, the meeting unanimously believed that the current industry-wide loss situation is not conducive to the sustainable and healthy development of the photovoltaic industry, and unreasonably low prices are also detrimental to downstream power plant owners in ensuring product quality and delivery.
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.