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Debang Securities: The export volume of domestic photovoltaic modules is increasing while prices are falling, and the production capacity of each link in the industry chain is still growing.
In the first half of 2024, overseas market demand remains strong, while domestic photovoltaic component exports show an increase in quantity and a decrease in price; the production capacity of various links in the industry chain still maintains a growth trend, and industry chain prices are gradually decreasing.
Investors Could Be Concerned With Ginlong Technologies' (SZSE:300763) Returns On Capital
CICC: The demand for power inverters is expected to recover after the September holiday, and the speed of increase in glass inventory days may slow down.
In the first half of the year, the performance of the power inverter sector was differentiated. Some manufacturers with a high proportion of shipments in the USA, Asia, Africa regions exceeded expectations, while leading companies in film, glass sectors showed steady performance with significantly higher profit capabilities than second-tier manufacturers.
Ping An Securities: Emerging markets see an explosion in photovoltaic energy storage, with the Middle East becoming a new hot spot for energy storage abroad.
The price reduction of the photovoltaic storage industry chain, policy support, and the growth of electricity demand have promoted the vigorous growth of emerging markets in Asia, Africa, and Latin America, providing new increments for China's photovoltaic storage power inverter to go global.
Analysts Just Made A Notable Upgrade To Their Ginlong Technologies Co., Ltd. (SZSE:300763) Forecasts
Jinlang Technology: 2024 Semi-Annual Report
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