Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."
Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.
The sudden production cuts by leading silicon material manufacturers are expected to drive price and profitability recovery through industry self-discipline.
On the evening of December 24th, Tongwei Co., Ltd and Daqo Energy announced via their official accounts that to actively respond to the spirit of the Central Economic Work Conference and to eliminate "involution" vicious competition, the two silicon material companies will carry out orderly production cuts and production control. A research report from Huachuang Securities pointed out that if the subsequent industry self-discipline agreement progresses smoothly, the current supply and demand surplus is expected to be significantly alleviated, driving price and profit recovery.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Breaking news! The 62.3 billion New Retail leader's wholly-owned subsidiary sells 9.87% of Zhongbai Holdings Group shares | Post-market announcement highlights
Shanghai Welltech Automation: Plans to acquire control of Zijiang New Materials, expected to constitute a significant Assets restructuring.
Our country is solidly promoting the action to enhance grain production capacity, and the seed industry is entering a period of intensive policy stimulation.
According to reports, this year, our country has solidly promoted a new round of grain production capacity enhancement actions aimed at increasing grain production by a billion pounds, implementing large-scale yield improvement actions for major crops such as grains and oils, and accelerating the construction of high-standard farmland. The Guosheng Securities pointed out that after 2021, policies represented by the seed industry revitalization plan have been intensively introduced, and the seed industry revitalization policies combined with Transgenic changes have led to an expansion of the Industry and a significant optimization of the landscape, currently entering a period of intensive policy and Transgenic information catalysis.
China's quadruped robot dog is globally leading and is expected to be the first branch of Siasun Robot&Automation to land.
Recently, Yunshenchu and its official partner EasternGreenPower collaborated closely, using the self-developed X30 quadruped robot and digital technology to successfully deliver the Electrical Utilities tunnel inspection solution for the Singapore Energy Group. Additionally, Meng Pengfei from Open Source Securities pointed out that currently, the quadruped robotic dogs in China are globally leading, continually expanding their application from military to civilian uses.