Gold Wugu News | Photovoltaic Power stocks rose across the board, FLAT GLASS (06865) increased by 3.83%, GCL TECH (03800) increased by 2.83%, XINYI SOLAR (00968) increased by 2.71%, GCL NEWENERGY (00451) increased by 1.04%, XINTE ENERGY (01799) increased by 0.42%.

In terms of news, Sinolink stated that since 2024, the total cold maintenance of the Photovoltaic Glass production lines has reached 0.0275 million tons per day, accounting for over 20% of the existing production capacity. Considering the maintenance actions of some ongoing production capacities, the actual production reduction in the Industry is even larger, and the Industry inventory has continued to decline after peaking in early November. January is a traditional off-season for module demand, with a decrease in module production schedules, and further cold maintenance of glass production lines is expected. Given that the reduction on the glass supply side is significant and the recovery of maintained capacity requires time, it is anticipated that the supply of Photovoltaic Glass will remain at a low level in the short term, with expectations for continued inventory reduction and potential price turning points after the Spring Festival as demand recovers and downstream stocking occurs.