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Hong Kong Stock Market Concept Tracking | Photovoltaic Industry Adjustment Should Be Timely and Properly. The supply side may gradually be restructured as early as the second half of 2025 (with concept stocks attached).
Through policy constraints and market competition, the photovoltaic backward production capacity will gradually enter the substantive clearance stage. The progress is expected to be in the order of battery components > silicon material > silicon wafer.
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?
China Photovoltaic Industry Association: PV new installed capacity will remain high this year.
Wang Bohua, Honorary Chairman of the China Photovoltaic Industry Association, stated at the Photovoltaic Industry Development Review and Outlook Seminar for the first half of 2024 that in the first half of 2024, mainland China added 102.48 GW of new photovoltaic installations, an increase of 30.7% year-on-year, indicating that new installations are growing but at a slower pace. For the first time in four years, new monthly installations in March declined by 4.27 GW year-on-year, and in April, they also declined by 0.28 GW year-on-year. However, Wang Bohua stated that considering the relaxation of the consumption red line to 90%, the acceleration of large-scale project construction, the accelerated progress of power grid construction, and the various measures to support distributed development, these factors will provide support.
HK stocks fluctuate | GCL Tech (03800) rose more than 4% in early trading, overseas granular silicon projects are accelerating and the competitive advantage of granular silicon is obvious.
Shares of GCL Tech (03800) rose more than 4% in early trading. As of press time, it rose 3.67% to HKD 1.13 with a turnover of HKD 63.9846 million.
Hong Kong stock abnormality | Photovoltaic stocks rise against the trend China Photovoltaic Industry Association issued six initiatives, photovoltaic June domestic demand, export double prosperity.
Photovoltaic stocks are rising against the market. As of press time, Flat Glass (06865) rose 8.97% to HK$11.66; Xinyi Solar (00968) rose 4.42% to HK$3.78; and GCL Tech (03800) rose 2.75% to HK$1.12.
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