据财联社主题库显示，相关上市公司中：①The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4th to 6th. ②Haitong International Securities' Xu Baiqiao stated that the industry as a whole is currently in a phase of clearance and adjustment. As the year-end approaches, there may be fluctuations in prices due to increased centralized orders, but the overall downside space is limited. The price bottom has been clearly defined, and the photovoltaic industry is accelerating its return to order.
The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4th to 6th. They invite representatives from industry regulatory authorities, industry organizations, industry experts, and leaders of photovoltaic companies to discuss and analyze key industry development issues together.
Secretary-General Gao Zelong of the Joint Secretariat of the China Minxing New Productivity Working Committee stated that consensus among industry leaders is gradually being reached, shifting from focusing on "rolling prices" to "rolling quality". Leading companies are proactively reducing production and supporting prices, which helps alleviate overcapacity issues and stabilize market prices. In addition, policy guidance and support will also promote the healthy development of the photovoltaic industry. Xu Baiqiao from Haitong International Securities mentioned that the industry as a whole is currently in a phase of clearance and adjustment. As the year-end approaches, there may be fluctuations in prices due to increased centralized orders, but the overall downside space is limited. The price bottom has been clearly defined, and the photovoltaic industry is accelerating its return to order. Current policies have provided clear guidance and measures for the photovoltaic industry in terms of both capacity and prices. The trend of industrial clearance and escaping from vicious low-price competition is inevitable. Price increases can be expected in the future. It is recommended to pay attention to the significant elasticity brought by the turning point at the bottom of the photovoltaic industry.
According to the Financial Data Center, among related listed companies:
Juhua Materials is a global leader in photovoltaic silver paste, with its subsidiary Juhua Silver producing a full range of PERC silver paste and TOPCon silver paste. The monthly production capacity of silver powder exceeds 40 tons, with monthly sales of over 20 tons.
Jingang Photovoltaics has introduced advanced large-size high-efficiency heterojunction (HJT) solar cells and module production lines, and has evolved into a new energy enterprise that integrates research, development, manufacturing, and sales of HJT high-efficiency solar cells and modules.
