No Data
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.
Xinyi Energy Holdings Adopts Renminbi for Financial Reporting
An Intrinsic Calculation For Xinyi Energy Holdings Limited (HKG:3868) Suggests It's 21% Undervalued
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.
China's Solar Industry Looks to OPEC for Guide to Survival
Earnings Miss: Xinyi Energy Holdings Limited Missed EPS By 13% And Analysts Are Revising Their Forecasts
No Data
