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scierratraxion3lw| The bottom of photovoltaic prices may appear in Q2, so we are optimistic about opportunities such as auxiliary materials!

Author:editor|Category:90jili

May 17, 2024scierratraxion3lw, the China Photovoltaic Industry Association held a "Symposium on High-Quality Development of the Photovoltaic Industry" in Beijing, under the guidance of the Electronic Information Department of the Ministry of Industry and Information Technology. The focus of the meeting included giving full play to the government's regulatory role to optimize management policies, standardizing local government investment promotion policies, establishing intellectual property protection measures, encouraging mergers and reorganizations, combating vicious competition in low-price sales, and supporting the application of advanced technologies. Market rumors that photovoltaic demand in the Middle East is increasing, and Xin Village Mayor met with the Saudi Finance Minister to discuss capital market cooperation. The overall increase in the photovoltaic sector was significant that day, affected by industry association meetings and policy rumors. Supply-side reforms may be expected to advance, industrial chain prices have bottomed out, and some companies are facing cash flow difficulties. Investors are sensitive to good news, with leading companies having low valuations and improving market expectations. The photovoltaic industry is facing a clearing opportunity. The price bottom may appear in Q2. The market expects that there will be more room for repair than deterioration. Continue to be optimistic about auxiliary material bracket inverters and pay attention to the main material silicon wafer battery modules.

scierratraxion3lw| The bottom of photovoltaic prices may appear in Q2, so we are optimistic about opportunities such as auxiliary materials!

Sector name Photovoltaic building integration Keywords photovoltaic industry, policy guidance, price bottom-bearish (bearish) The policies and measures proposed at the meeting are expected to solve the problem of photovoltaic overcapacity. The trend of bottoming out prices in the industrial chain is obvious, and the industry's cash flow urgently needs to be cleared. The valuations of some leading companies are at historical lows, and the market's marginal changes and inflection points in policy news are expected. Collective daily limit!!! Risk warning for Hexun's self-selected stock writers: The above content is only the author's or guest's opinion, does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers when necessary. Hexun strives but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun makes no guarantee or commitment in this regard.
24 05

2024-05-24 09:33:28

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