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What is the 'Harris Trade', the new theme of the market?
Harris advocates for tax cuts for low- to middle-income groups and higher taxes for the wealthy, which is beneficial for the consumer sector; he hopes to promote American exports, and large multinational corporations will benefit; he supports the development of clean energy, benefiting electric car and photovoltaic stocks, among others.
High interest rates, lack of supervision, and plummeting stock prices...the wave of photovoltaic company bankruptcies is happening in the USA.
The US residential photovoltaic industry seems to be on the verge of collapse as installation volumes decline and large installation companies declare bankruptcy.
Bullish on the industry's recovery, leading lithography equipment manufacturers in A-share market see a promising future.
①Asml Holding's order amount at the end of the second quarter increased by over 24% year on year and by about 54% quarter on quarter. ②Several A-share equipment manufacturers achieved the highest quarterly net income in history in the second quarter. ③Brokerages pointed out that according to the expansion expectations of various domestic semiconductor wafer fabs, the demand for semiconductor equipment is expected to increase by over 20% by 2024.
When will the photovoltaic industry rebound? Prices have hit bottom, industry insiders suggest there may be adjustment signals in Q3.
According to Zhong Baoshen, the chairman of Longi Green Energy, the price may stabilize or even slightly rise in about three months. By 2025, the company will enter the recovery phase ahead of the photovoltaic industry. Lv Jinbiao believes that price reduction cannot achieve the goal of reducing overcapacity, and industry adjustment is imminent. Q3 may be the time when adjustment signals appear, and the adjustment of the industry chain will first be reflected in the polysilicon end.
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