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【Brokerage Focus】CITIC SEC indicates that the photovoltaic supply side is expected to gradually restructure in the second half of 2025.
Jinwu Financial News | CITIC SEC stated that in the context of the photovoltaic Industry Chain having bottomed out in terms of volume, price, and profit, the demand side is expected to gradually recover and grow steadily. The supply side, through administrative constraints, self-discipline production limits, and market clearing measures, is also expected to benefit from potential reform policies being implemented, and the Industry is anticipated to welcome a fundamental recovery. In the short term, the bank expects that with the peak season approaching at the end of Q1 2025, the volume and profit of the Industry Chain are likely to start a rebound trend; in the medium term, as outdated production capacity accelerates substantial clearance, the photovoltaic supply side is expected to gradually restructure in the second half of 2025, possessing advantages in technology, cost, funding, and Global solution service capabilities.
[Brokerage Focus] CICC believes that the photovoltaic Industry is expected to face a reversal of fundamental difficulties by 2025.
Jinwu Financial News | According to a Research Report by Zhongjin, the photovoltaic Industry is a globally leading advantageous sector in our country. Against the backdrop of carbon neutrality goals, and with the combined effect of market rules and industry self-discipline, the Industry is expected to experience a reversal of fundamental difficulties by 2025. The report indicates that the supply side is currently the core contradiction of the Industry. Although leading enterprises have relatively abundant cash reserves, second and third tier companies are experiencing rapid cash outflow. It is believed that in the next 2 to 3 quarters, some tail-end enterprises will likely exit the market due to market forces. At the same time, with self-discipline in production cuts within the Industry, it is anticipated that silicon material inventory will be reduced by the second quarter of 2025, leading to price increases. On the demand side, the
Express News | Trump Signs Actions to Withdraw from the Paris Climate Agreement, Aims to Promote Fossil Fuels and Mineral Mining
Xinyi Energy Holdings Limited (HKG:3868) Surges 8.3%; Public Companies Who Own 57% Shares Profited Along With Insiders
The three major indices of the Hong Kong stock market continue to rise, with Banks and Semiconductors stocks performing brilliantly.
① How do the Institutions view the subsequent trends of Hong Kong stocks? ② What is the reason for the significant rise of WUXI XDC today?
"Is the 'anti-involution' effective? The Hong Kong stock market's photovoltaic Sector rebounds as prices across the Industry Chain rise ahead of the Spring Festival."
① The Hong Kong stock market's photovoltaic Sector is rebounding strongly; what recent Bullish factors are worth paying attention to? ② As the Spring Festival approaches, Industry Chain prices are rising widely; how do Institutions view the sustainability?
Earnings Miss: Xinyi Energy Holdings Limited Missed EPS By 13% And Analysts Are Revising Their Forecasts
