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Some Photovoltaic Power stocks are under pressure, FLAT GLASS (06865) fell by 3.12%. Industry associations predict that this year's new photovoltaic installations may decline year-on-year.
Jinwu Financial News | Some Photovoltaic Power stocks are under pressure, SOLARGIGA (00757) fell by 3.85%, FLAT GLASS (06865) fell by 3.12%, XINYI SOLAR (00968) fell by 2.24%, XINTE ENERGY (01799) fell by 1.74%, and GCL TECH (03800) fell by 1.55%. On the news front, at the seminar reviewing the development of the Industry in 2024 and outlook for 2025, the China Photovoltaic Industry Association predicted that China's new installed capacity in Photovoltaic will reach 215-255 GW in 2025. In 2024, the new installed capacity in China will be 277.5.
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Hong Kong stock concept tracking | Leading photovoltaic module companies collectively raise prices, New energy Fund market entry accelerates or triggers a "rush to install" in photovoltaics (with related stocks included).
Recently, there have been rumors in the market that several leading domestic photovoltaic module companies collectively raised their component prices, with the increase being around a few cents per watt range, which was at one point interpreted by the industry as conveying a positive message of a bottom reversal.
Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.
① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.
Some Photovoltaic Technology are on the rise, FLAT GLASS (06865) increased by 6.32%. Institutions expect that the inventory of Photovoltaic Glass will further decrease.
Jinwu Financial News | Some Photovoltaic Technology stocks are rising, IRICO NEWENERGY (00438) up 8.61%, FLAT GLASS (06865) up 6.32%, XINYI SOLAR (00968) up 2.65%, GCL TECH (03800) up 1.64%, TRIUMPH NEW EN (01108) up 1.4%.
Huachuang Securities: The new prices of Photovoltaic Glass are expected to increase, and the recognition of BC products continues to improve.
According to SMM's forecast, the component shipment in March is expected to exceed 50GW. The inventory of Photovoltaic Glass is anticipated to further decline, with expectations of rising new contract prices, which is likely to boost profit recovery.
