On November 7th, Caixin (Editor: Zilong) reported that the China Photovoltaic Industry Association will hold the "2024 PV Industry Annual Conference" in Yibin City, Sichuan Province from December 4th to 6th. Representatives from industry regulatory authorities, industry organizations, industry experts, and leaders of PV companies will be invited to discuss and analyze industry hot topics together. Concurrently, the conference will also hold activities such as the PV supply chain development seminar, PV innovation application development seminar, and various thematic meetings.

As an important part of the new energy sector, the trends in the PV industry have always been closely watched by the market. According to the operating conditions of the national PV manufacturing industry in the first half of 2024 released by the Ministry of Industry and Information Technology, key segments of China's PV industry chain saw high proportion growth in production. The production volumes of national PV polysilicon, wafers, cells, and modules all grew by over 30% compared to the same period last year, with PV module exports increasing by nearly 20%.

In addition, the National Development and Reform Commission and five other departments recently issued the "Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitute". The document points out that significant progress has been made in the key areas of renewable energy substitution during the 14th Five-Year Plan period, with the national consumption of renewable energy expected to surpass 1.1 billion tons of standard coal by 2025. A recent research report by Hualong Securities indicates that the PV industry is seeing continuous improvement in supply and demand, and is expected to resonate with the gradual clearing of the industry chain supply side, driving the healthy development of the industry.

Regarding the stocks of interest, a total of 66 stocks related to the PV concept have been surveyed by over a hundred institutions this year. Among them, Huaming Power Equipment, Qingdao Gaoce Technology, ATS, Shanghai Hanbell Precise Machinery, Sichuan Injet Electric, and Trina Solar Co., Ltd. have relatively high survey volumes, with 1366, 935, 783, 711, 619, and 616 surveys respectively. In addition, China Energy New Technology, Zhejiang Jingsheng Mechanical & Electrical, Xiamen Tungsten, Juhexiang Materials, and JinkoSolar have also received significant attention from institutions this year.

Note: PV concept stocks with high institutional survey volumes this year (as of the closing on November 7th).