GCL Tech: It is estimated that the price of silicon materials will rise in Q1 next year. The forecast for the cash cost of granular silicon is expected to be reduced to below 30 yuan/kg. | Direct impact on earnings conference

①The leading silicon material gcl tech's first half year revenue and gross profit both declined. The company's management stated that after completion of maintenance and technological upgrades, the cash cost forecast for granular silicon will decrease to below 30 yuan/kg; ②Regarding price trends, the company believes that silicon material prices are expected to rebound after Q1 next year.

cls.cn04:37 ET

Will the anti-job burnout of photovoltaics be further advanced? The leading silicon wafer companies are jointly raising prices, but the return of production capacity may limit the subsequent rise | Focus

① Daquan Energy, Tongwei Co., Ltd., Gansu Jingang Solar and other companies responded; ② Lu Jinbiao, the Secretary-General of the SEMI China Photovoltaic Standards Committee, said that after adjusting the load and reducing supply to promote a rebound in prices, there will be a phenomenon of capacity rework, limiting further price recovery.

cls.cnAug 27 06:20 ET

Is the "difficult days" of the photovoltaic industry over? Two major silicon wafer leaders announced price increases on the same day | Industry News

① Longi Green Energy and TCL Zhonghuan Renewable Energy Technology announced on the same day that the prices of their silicon wafer products have been raised. After the adjustment, the prices of the two industry leaders' products remain essentially the same. ② The actual transactions of the latest prices are still to be observed. Industry analysis believes that the current capacity clearance has not yet ended, and there is still a possibility of low-price grabbing in the future.

cls.cnAug 27 04:07 ET

Prospects of interest rate cuts boost the price of gold, and gold bulls cheer.

According to the CFTC data, net long positions in gold have reached the highest level in over four years. UBS Group predicts that by the fourth quarter of this year, the price of gold will rise to $2600, while Citigroup predicts that it will rise to $3000 by next year.

wallstreetcnAug 26 06:44 ET

Will gold continue to rise tonight after re-entering the $2500 mark? The industry is focusing on the Jackson Hole Annual Meeting, and gold is expected to continue to push higher.

① Once the annual meeting hints at a 50bp rate cut, the usd may continue to weaken, while gold and US stocks are expected to continue to rise; ② Based on the average performance of gold in the past ten years, gold prices tend to strengthen initially after the Jackson Hole meeting starts; ③ Recently, gold has been on a continuous uptrend, with a significant increase in COMEX net long positions and global gold ETF inflows providing support for gold prices.

cls.cnAug 23 08:06 ET

UBS: The market is gradually adapting to the gold price of $2500, and there is still room for increased allocation in the future.

UBS Group expects that as the Federal Reserve begins to cut interest rates, the holding cost of gold will decrease, leading to further inflow of funds into gold ETFs. Seasonal demand will drive the physical demand for gold in China and India to rebound. In addition, central banks around the world are still buying gold, and emerging market central banks still have room to increase their shareholding of gold.

wallstreetcnAug 23 02:49 ET