① On January 24, Huawei will release the top ten trends in 2024 smart photovoltaics, proposing the development direction of innovative technologies such as power electronics technology, energy storage technology, full-life cycle digitalization, and safety to support the high-quality development of the photovoltaic industry. ② Guoyuan Securities Research Report points out that, driven by the trend of reducing costs and increasing efficiency in the industrial chain, demand for terminals in the photovoltaic industry will be strong in 2024. It is expected to escape the dilemma of low valuation and the overall recovery of the industry.
According to the Huawei Smart PV WeChat release, on January 24, Huawei will release the top ten 2024 smart photovoltaic trends, proposing the development direction of innovative technologies such as power electronics technology, energy storage technology, full-life cycle digitalization, and big safety to support the high-quality development of the photovoltaic industry. It is reported that this press conference will discuss industry development trends with global energy industry leaders, industry experts, partners, etc., and jointly build a green and beautiful future.
Guoyuan Securities Research Report points out that, driven by the trend of reducing costs and increasing efficiency in the industrial chain, demand for terminals in the photovoltaic industry will be strong in 2024. It is expected that it will escape the dilemma of low valuation and the overall recovery of the industry. The 2024 recommendations focus on the following segments: 1) vertical integration: the release of silicon production capacity drives the distribution of profits in the industrial chain, and integrated manufacturers maintain profit resilience through cost and cash reserve advantages; 2) New battery technology: the progress of cost reduction and efficiency is accelerated, changes in new battery technology bring valuation premiums, TOPCON takes the lead in mass production, and the industrialization process of HJT, BC and perovskite accelerates, focusing on battery manufacturers and core equipment and consumables manufacturers with R&D advantages; 3) auxiliary materials: expansion of main material production capacity Add N-type new technology volumetric drive Next, the auxiliary materials sector continues to benefit.
According to the Finance Federation's theme library, among the relevant listed companies:
Costa's existing photovoltaic products include centralized photovoltaic inverters, integrated inverter boosting systems, a full range of string photovoltaic inverters, household inverters and related supporting monitoring solutions.
Tongling Co., Ltd. is a leader in the global photovoltaic junction box industry, with a global market share of more than 10%, and participated in the formulation of national standards for photovoltaic junction boxes.