Jinwu Financial News | Photovoltaic power stocks rise against the market trend, xinte energy (01799) up 3.07%, sfsy energy (00750) up 3.08%, xinyi solar (00968) up 2.01%, fuyao glass (03606) up 1.44%, xinyi energy (03868) up 1.44%.

According to news from central china, the current decline in photovoltaic product prices has lasted over two years, and the industry has entered a cyclical low point. With significantly heightened industry entry barriers, the photovoltaic industry is expected to bottom out. Currently, the industry PB valuation is at a historical low, maintaining an investment rating of "stronger than the market". Investors are advised to focus on sectors with significant losses and clear capacity clearing expectations, particularly in polycrystalline silicon materials, photovoltaic glass, integrated component manufacturers, and leading photovoltaic film enterprises.

Sinolink states that the initial anti-dumping and countervailing duty rates in Southeast Asia have landed within expected ranges, enhancing overseas scarce capacity advantages, and watchful orders may begin to gradually be released; photovoltaic glass inventory has slightly decreased for the third consecutive week, while year-end maintenance continues to accelerate, confirming the inventory turning point; the price of solar cells has increased slightly for two consecutive weeks, estimating profit recovery at over W per unit; reiterating the focus on profit recovery timing and elasticity of glass and solar cells in the 2025 strategy, while continuing to emphasize technological iteration and new techniques for cost reduction through silver substitution.