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20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
Intelligent Hong Kong Stock Connect Holding Analysis | September 9th
Analysis of Stock Holdings in Hong Kong Stock Connect | September 6, 2024
The cooperation between photovoltaic glass enterprises to reduce production has attracted attention. Industry insiders believe that the short-term impact is limited and there is significant mismatch between supply and demand in the industry.
① The glass industry is currently in a phase of full industry loss of cost, and it continues to approach the cash cost line of full industry loss; ② Insiders in the industry have mentioned that a 30% reduction in photovoltaic glass capacity still meets the demand for module production, and the strong negotiation power of module manufacturers limits the production cost of photovoltaic modules; ③ The adjustment of leading photovoltaic glass companies is a good demonstration for leading photovoltaic companies.
Morgan Stanley Fund: Leading silicon wafer jointly raises prices, is the "good days" of photovoltaics coming?
morgan stanley fund stated that, at present, the price of the photovoltaic industry chain is at the bottom position. In the future, overseas markets may enter an interest rate-cutting cycle, with interest rates expected to decline. The increase in photovoltaic project returns may stimulate demand beyond expectations.
Under the low supply and downstream price increase, the silicon material prices have risen across the board this week, but the upward trend may be difficult to sustain.
1. Although silicon material products have shown signs of recovery, their production has reached a new low in this stage, and the overall volume of contracts this week is relatively average. 2. Currently, polysilicon companies have a relatively consistent expectation of price increases, leading to a general increase in quotes for downstream and spot market. However, the trading volume this week is limited, resulting in only a slight increase in the market average price. 3. Several analysts have indicated that the increase in silicon material prices is limited and difficult to sustain, and prices will hover at the bottom in the future.
The "Green" Electricity Revolution Is Well on Its Way
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104054975 : there are rooms to increase to $10
104054975 : ramping up now