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Zhizhong Hong Kong stocks early knowledge | Ministry of Industry and Information Technology: Guide photovoltaic companies to reduce purely capacity expansion photovoltaic manufacturing projects. nvidia (NVDA.US) fell by as much as 5% after earnings.
On November 20, the Ministry of Industry and Information Technology issued a notice revising the "Specification Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Management of Announcements for the Photovoltaic Manufacturing Industry".
The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.
① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.
Hong Kong stock market anomaly | Most photovoltaic stocks are rising. The expected reduction in export tax rebates is bullish for the long-term development of the photovoltaic industry. The industry turning point signal is emerging.
Most photovoltaic stocks have risen. As of the time of writing, flat glass (06865) is up 3.99%, trading at 13.04 Hong Kong dollars; xinyi solar (00968) is up 3.77%, trading at 3.3 Hong Kong dollars; xinte energy (01799) is up 2.64%, trading at 8.54 Hong Kong dollars.
A-shares and Hong Kong stocks are up, with the gem rising more than 1%, led by photovoltaics, chips, and non-ferrous metals.
PV concept stocks in A-shares rose at the beginning of the market, Suzhou Good-Ark Electronics hit the limit up, Sungrow Power Supply, Deli Technology rose more than 6%, Ginlong Technologies, Suzhou Maxwell Technologies, and Orise Technology quickly followed the upward trend.
Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.
At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.
[Brokerage Focus] Guoyuan International points out that the overall supply of polysilicon is still in excess, and the price of silicon materials may remain stable at the bottom in the short term.
Jingu finance | Guoyuan International's research report pointed out that the latest quote from the Silicon Industry Sub-Association shows: the price of polycrystalline silicon remained unchanged this week. The fill price range for N-type rod-like silicon remains at 0.037-0.044 million yuan/ton, with an average fill price of 0.0417 million yuan/ton; The fill price range for P-type single crystal dense material remains at 0.033-0.036 million yuan/ton, with an average fill price of 0.0345 million yuan/ton; The fill price range for N-type granular silicon remains at 0.036-0.0375 million yuan/ton, with an average fill price of 0.0373 million yuan/ton. The bank stated that this week, the polycrystalline silicon companies had fewer orders, mainly due to the reduction in production by downstream companies causing a cycle.
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102884128 : getting disappointed with this counter. every day drop.