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Double-edged sword! In the first half of the year, domestic photovoltaic installations increased by 30%, but the amount increased while the price decreased and it continues.
In the first half of the year, domestic photovoltaic installations increased by 30%, but the oversold price has put pressure on manufacturing companies' operations; Industry adjustments should be timely and robust. Experts suggest promoting the elimination of backward production capacity, and encouraging corporate mergers and restructuring.
Export data stabilizes! Hong Kong stocks' photovoltaic sector rebounds and rises, with expectations of supply-side reforms in the industry fermenting.
①The Hong Kong photovoltaic sector rebounded and rose. Which bullish factors are worth paying attention to recently? ②In June, the export volume of photovoltaic modules increased compared to the previous month. How does the market view the future market situation?
Wang Bohua of China Photovoltaic Industry Association: It is appropriate to adjust and encourage the merger and reorganization of the photovoltaic industry.
On July 25th, Gelunhui reported that at the photovoltaic industry development review and outlook conference for the first half of 2024 held today, Wang Bohua, Honorary Director of the China Photovoltaic Industry Association, stated that adjustments to the photovoltaic industry should be made quickly and heavily.
Sinolink Securities: 'Destructive' innovation is the only way to break the current homogenization and internal loop of batteries and components.
In the context of severe product homogenization, differentiated products with significant cost-effectiveness advantages are almost the only way to break through the "crowding-out". By 2024, HJT and xBC technology industrialization have made rapid progress and are expected to lead the next cycle of battery technology iteration.
Express News | Zhejiang Chint New Energy Chairman Lu Chuan said that the temporary market mismatch cannot change the high-growth trend of the photovoltaic industry. He called for a stable domestic market, which is the foundation of the sustained and healthy development
The trend of integrated photovoltaic energy storage is certain, and the proportion of newly added installed capacity in the commercial and industrial distributed sector is expected to continue to increase. | Industry observation
The new energy industry has become a popular investment field, with various capital competing to enter the distributed comprehensive energy development sector. Baobee new energy has accumulated about 1.5 billion yuan in financing. Industry insiders predict that in the next six to seven years, distributed photovoltaics for industrial and commercial use are expected to achieve an average annual growth of 50 to 70 GW. It is believed that nearby consumption is the best way out for distributed energy, and currently, the under-construction projects of industrial and commercial photovoltaics have basically achieved matching storage.
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