The prolonged battle to clear photovoltaic silicon materials escalates: after GCL TECH "throttles down", Tongwei Co.,Ltd introduces tens of billions in strategic investment.

① Polysilicon prices have been running at a long-term low, and Tongwei Co.,Ltd's subsidiary Yongxiang Co.,Ltd lost nearly 1 billion yuan in the first three quarters of last year; ② Leading photovoltaic companies are looking for new sources of revenue and cutting costs to deal with this round of Industry cycles.

cls.cnMar 28 10:37 ET

Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.

Track the entire lifecycle of the main Sector.

cls.cnMar 26 21:24 ET

Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax

① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.

cls.cnMar 24 10:38 ET

Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.

Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.

cls.cnMar 20 20:38 ET

Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.

According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.

cls.cnMar 16 21:38 ET

Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 6 19:12 ET