share_log

太平洋证券:光伏行业反转在即 关注三个方向

Pacific Securities: A reversal in the photovoltaic Industry is imminent. Pay attention to three directions.

Gelonghui Finance ·  09:06

Pacific Securities Research Reports point out that with continuous breakthroughs in new markets and new technologies, the new cycle of parity in solar storage is accelerating, and a reversal in the photovoltaic Industry is imminent. Three directions are recommended for attention: 1) The new supply-demand cycle is expected to begin in 2025, with industry Quotes and profits likely to recover, and the advantages of leading companies will gradually become prominent; 2025 is expected to welcome a new round of growth, with LONGi Green Energy Technology, JinkoSolar and others likely to fully benefit; 2) Areas with significant cost reduction potential and continuous iterative technology, such as GCL TECH and perovskite, are likely to fully benefit; 3) Supporting facilities, where leading advantages are highlighted, and Emerging Markets are expected to drive rapid increases in shipments and profits, with the margin advantage of leading companies further enhanced; Sungrow Power Supply, Hangzhou First Applied Material and other enterprises are likely to fully benefit.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment