The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.

① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.

cls.cn19:02 ET

AstraZeneca plans to repurchase shares in a "cancellation-style" buyback!A total of 0.5 billion to 1 billion shares will be repurchased, with some of the funds coming from special loans.

① Canadian Solar plans to sign a "share buyback shareholding loan contract" with the Bank of China Suzhou New District Hi-Tech Industrial Development Zone Branch, accordingly obtaining a special share buyback loan of no more than 0.4 billion yuan; ② Compared to other star companies' buyback situations, Canadian Solar's buyback amount and special loan amount rank among the top; ③ Industry insiders indicate that buyback cancellation is beneficial for boosting the company's stock price and for ordinary investors.

cls.cnNov 29 18:56 ET

The photovoltaic film business is unlikely to turn a profit in the short term. Folai Ant New Energy Fund will suspend production | Quick read announcement.

① The photovoltaic film is currently facing intense price competition and a capacity adjustment period, so Fu Lai An Te new energy fund has decided to suspend production and operations to reduce losses; ② The decline in the selling price of the film products is greater than the decrease in unit costs, resulting in a further drop in the gross margin of the film products.

cls.cnNov 28 09:19 ET

Sanfu New Era: Demand for chemicals for PCBs is picking up, and composite copper foil equipment is ready for mass production | A direct look at the earnings conference

①It is reported that the company's MSA eco-friendly high-speed tin-plating special chemicals, due to its significant advantages in eco-friendliness and other aspects, have replaced the products originally used by customers and are currently being exported to Belarus; ②Mr. Shang Guan Wenlong stated that the company's one-step method and two-step method (hydroelectric plating) composite copper foil production equipment have been delivered, and currently have the capability to produce and ship in large quantities.

cls.cnNov 25 05:41 ET

The Ministry of Industry and Information Technology guides photovoltaic enterprises to reduce capacity expansion; institutions indicate that the industry clearing shows initial signs.

①The Ministry of Industry and Information Technology has revised the "Normative Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Announcement and Management of Normative Conditions for the Photovoltaic Manufacturing Industry". It guides local areas to rationally layout photovoltaic manufacturing projects based on resource endowment and industrial foundation, and encourages intensive and clustered development. ②Last week, more than 20 silicon wafer companies held another industry self-discipline meeting online, aiming to coordinate production reduction and improve the current market environment.

cls.cnNov 20 19:05 ET

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.

cls.cnNov 20 01:27 ET