According to Huawei Smart PV WeChat, on January 24, 2024, Huawei held a press conference on the top ten 2024 smart photovoltaic trends in Shenzhen under the theme of “Continuing Innovation, Winning the Future, and Accelerating PV as the Main Energy Source”. At the conference, Hao Yingtao, vice president and CMO of Huawei's digital energy smart photovoltaic business, comprehensively explained the top ten smart photovoltaic trends, provided forward-looking support for the high-quality development of the photovoltaic industry, and released a major white paper. Hao Yingtao said that according to the International Renewable Energy Agency's forecast, PV installations will reach 5,200 GW in 2030 and 14,000 GW in 2050, with a share of renewable energy reaching more than 90%, of which photovoltaics will become the absolute main force. As the share of new energy represented by photovoltaics continues to rise, it faces multiple challenges such as grid connection, operation, and safety. Therefore, based on long-term practice and deep insight, Huawei proposed ten major trends in industrial development, including one core, five key characteristics, and four major root technologies.

Galaxy Securities believes that the overall market was sluggish at the beginning of the year. After January 9, the solar energy index broke out of an independent upward trend, reaching 7 pcts compared to the Shanghai and Shenzhen 300's latest excess yield; however, the valuation (12X) is still low, at 5.3% in the ten-year fraction, and the margin of safety is high. Recently, there have been frequent signs of improvement in fundamentals. The industry is expected to exit the end of the cycle ahead of schedule in 24H1. It is recommended to pay close attention to the steady rise in prices and the progress of new technology substitution. It is recommended to choose targets with excessive decline, high elasticity, and leading N-type technology for the left-hand layout of the entire industry chain.

According to the Finance Federation's theme library, among the relevant listed companies:

At present, Mubang Hi-Tech's silicon wafer production capacity has reached 2.5 GW, and the second phase of the 3GW high-efficiency monocrystalline silicon rod project is under construction.

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.