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Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.
Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."
The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.
① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.
Gansu Golden Solar Co., Ltd's (SZSE:300093) Shares Climb 31% But Its Business Is Yet to Catch Up
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Gansu Jingang Solar (300093.SZ): Currently no AI mobile-related products or business.
On October 15th, Gansu Jingang Solar (300093.SZ) stated on the investor interaction platform that the company's current production is mainly heterojunction solar cells and modules, with no AI mobile-related products or business at the moment.
Gansu Jingang Solar (300093.SZ): signed the "Settlement Agreement" and implemented debt restructuring
On October 14th, Jinko Solar (300093.SZ) announced that the 51st meeting of the seventh board of directors and the 45th meeting of the seventh board of supervisors held on October 14, 2024 approved the "Proposal on Signing a Settlement Agreement and Implementing Debt Restructuring". It was agreed that the company, Suzhou Jinko, and Ouhao Group will sign a "Settlement Agreement" with Suzhou Jinzu and implement debt restructuring. After the debt restructuring is implemented, Suzhou Jinko will need to make staged payments to Suzhou Jinzu for a total of 33,537,904.00 yuan for interest, lease principal, and nominal purchase price. The company and Ouhao Group will continue to bear all the restructured debts.
Gansu Golden Solar Co., Ltd's (SZSE:300093) 27% Share Price Surge Not Quite Adding Up
