Photovoltaic industry third quarter report inventory: which companies are ahead of the industry's "recovery"? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.

①AT&S, GCL System Integration Technology, jinkosolar, and Hengdian Group DMEGC Magnetics continued to have positive net income in the first three quarters, with JA Solar Technology achieving a net income of 0.39 billion yuan in Q3, significantly exceeding market expectations; ② The losses in the polysilicon and silicon wafer segments continue, and many leading companies face the risk of their first annual performance loss after going public; ③ Leading companies suggest industry consolidation by raising technical and quality standards to achieve industry self-regulation.

cls.cnOct 31 09:32 ET

Has the turning point arrived for the photovoltaic industry? Several component manufacturers claim prices are "market-oriented", industry insiders are calling for production reduction.

①PV module manufacturers' product prices seem to be on the rise, closely related to the initiative previously proposed by the China Photovoltaic Industry Association; ②Industry insiders believe that in the current situation of oversupply of similarly high-quality and efficient products, leading enterprises need to adjust their shipment plans, control production capacity, and avoid bidding below cost.

cls.cnOct 30 08:47 ET

Behind the sharp drop in oil prices, jpmorgan's "confusion": where did the sudden emergence of 45 million barrels of oil in the market come from?

JPMorgan believes that global crude oil inventories are underestimated as a key factor. The additional inventories may be stored in underground facilities, causing satellite monitoring companies to be unable to accurately track specific changes. Oil industry authority Ilia Bouchouev stated that when estimating crude oil supply and demand data, investors are like groping in the dark, making it difficult to obtain accurate results.

wallstreetcnOct 30 03:52 ET

Under the volatile market conditions, mergers and reorganizations continue to be hot, looking for opportunities for secondary rebounds.

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cls.cnOct 27 21:29 ET

Market rotation between high and low speeds up! The new energy fund track collectively warms up, and the direction of mergers and reorganizations favors the strong.

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cls.cnOct 23 21:21 ET

The short-term market divergences are gradually intensifying, with particular attention paid to the internal strength of technology stocks.

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cls.cnOct 22 21:24 ET