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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.
Photovoltaic supporting capacity accelerates migration! Hangzhou first applied material adjusts the investment and financing plan twice to increase investment in Southeast Asia | Quick announcement.
① Hangzhou First Applied Material reallocates funds from Guangdong film project to support the development of film in Thailand; ② The photovoltaic industry is turbulent, and this is the second time the company has adjusted the content of fundraising projects; ③ The company claims that overseas film orders are full, but there is a significant capacity gap; ④ The volatility of the Southeast Asian photovoltaic industry has attracted attention to its sustainability.
Hangzhou First Applied Material Co., Ltd.'s (SHSE:603806) Last Week's 4.5% Decline Must Have Disappointed Private Companies Who Have a Significant Stake
Sinolink Securities: Photovoltaic bottom differentiation and progress, head advantage highlights, reiterating the key layout opportunities of strong alpha companies.
The current prices and profits of the photovoltaic industry chain are clearly at the bottom.
What You Need To Know About The Hangzhou First Applied Material Co., Ltd. (SHSE:603806) Analyst Downgrade Today
Hangzhou First Applied Material's H1 Profit Rises 5%, Operating Income Up 1%
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