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Soochow Securities: The turning point for photovoltaic supply has arrived by 2025, with breakthroughs in mass production of new technologies.
The supply side of photovoltaics is accelerating in clearing and optimization, and the Ministry of Industry and Information Technology has noticeably tightened regulations on energy and water consumption for new production capacity, potentially using energy consumption control as a means to further curb existing output.
China's Solar Industry Looks to OPEC for Guide to Survival
The annual conference of the china photovoltaic industry association has not released positive news, the photovoltaic power stocks are performing weakly, gcl tech (03800) fell by 4.38%.
Jinwu Finance | The performance of photovoltaic power stocks is sluggish, with gcl tech (03800) down 4.38%, flat glass (06865) down 3.95%, xinte energy (01799) down 3.3%, sfsy energy (00750) down 3.13%, and xinyi solar (00968) down 0.99%. The market is waiting for the annual conference of the china photovoltaic industry association held in sichuan on December 4-6. Zhongtai International stated that if there is a lack of positive news after the conference, there may be adverse factors such as high tariffs on products imported from the usa to southeast asia and the continued decline in photovoltaic product prices, which could affect photovoltaic panels.
Hong Kong stock concept tracking | The implementation of photovoltaic quotas is imminent, and the prosperity of various segments in the photovoltaic industry is solidifying at the bottom (including concept stocks).
The main conference of the industry that the market is focusing on 'preventing internal cycle' will be held tomorrow afternoon (5th).
Direct hit on the 2024 annual conference of the photovoltaic industry: focusing on the Middle East and Africa markets. There are both opportunities and challenges for Chinese enterprises to "go global".
① Chinese new energy companies have four advantages in their process of entering the Middle East: the first is technological innovation and production capacity; the second is global layout and market expansion; the third is policy support and market demand; the fourth is cost and economic benefits. ② The African countries most suitable for Chinese photovoltaic investment include South Africa, Egypt, Rwanda, Zimbabwe, and Zambia.
Citic Securities: The construction of a new electrical utilities system promotes the sustainable development of the power grid. It is expected that the investment growth rate of the power grid in 2025 will maintain double-digit growth.
In 2025, electrical utilities construction will continue to focus on the long-term requirements of "dual carbon" transformation and the construction of new power systems, continuing the trend of balancing the main grid and the distribution side of electrical utilities.
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