According to Zhitong Finance APP, most photovoltaic stocks opened higher. As of the time of reporting, gcl tech (03800) is up 6.06%, priced at 1.4 HKD; xinte energy (01799) is up 2.84%, priced at 8.32 HKD; flat glass (06865) is up 3.51%, priced at 12.38 HKD; xinyi solar (00968) is up 2.22%, priced at 3.23 HKD.

In terms of news, according to the China Chamber of Commerce for Import and Export of Machinery and Electronic Products, on the afternoon of November 22, a "Self-Discipline Symposium for Photovoltaic Industry Foreign Trade Enterprises" organized by the China Chamber of Commerce successfully took place in peking. In his speech, President Zhang Yujing stated that the current global economic situation is complex and changeable, with opportunities and challenges coexisting, and cooperation intertwined with competition. The photovoltaic industry in china, as a typical representative of the foreign trade "new three samples," is facing dual pressures of increasingly fierce "involution" competition and frequent trade barriers in overseas markets. President Zhang called for upstream and downstream companies in the photovoltaic sector to cooperate sincerely, strengthen self-discipline, and take precautions against the "involution overflow" of the photovoltaic industry.

boc international released a research report noting that on November 20, the Ministry of Industry and Information Technology published the revised "Photovoltaic Manufacturing Industry Normative Conditions (2024 Edition)" and the "Management Measures for the Announcement of Photovoltaic Manufacturing Industry Norms (2024 Edition)," aiming to further strengthen the normative management of the photovoltaic industry, promote the acceleration of transformation and upgrade, and jiegoutiaozheng of the industry. The bank believes that in the context of the industry promoting anti-involution competition, the expected restrictions on production orders in various links are likely to improve, production restrictions in the silicon wafer and other sectors have gradually been implemented, and expectations of silicon material production reduction continue to strengthen; price increases for photovoltaic cells and components have already occurred, and under the influence of policies and markets, the photovoltaic industry chain may undergo price increases in phases, with the fundamental situation of the industry being gradually established at the bottom.