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

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

Finally not rolling prices? The photovoltaic industry association released a 0.68 yuan/W "reference price", and the industry is expected to increase the weight of technical standards.

① The China Photovoltaic Industry Association has provided a "reference price" for module costs in October 2024: 0.68 yuan/W, and pointed out that the bid contract must be higher than the cost; ② Industry analysis believes that future bids are expected to depend more on technical standards evaluation, examining enterprise scale, strength, technical capabilities, past performance, and overall performance.

cls.cnOct 18 20:49 ET