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26家光伏企业业绩出炉,“反内卷”下供需格局有望反转

The performance results of 26 photovoltaic companies have been released, and under the "anti-involution" trend, the supply-demand situation is expected to reverse.

Breakings ·  Jan 24 15:44

As of January 23, 26 photovoltaic listed companies have disclosed their performance forecasts for 2024, of which 20 are expected to incur losses. Over the past year, the photovoltaic Industry has faced issues such as vicious competition characterized by internal involution, resulting in declining product prices and increased impairment provisions for Assets; this is also the main reason for the expected losses. Deng Tian, an investment consultant at Zhongtai, told the Beijing News Zero Carbon Research Institute that the prices of various links in the photovoltaic Industry Chain are already at historic lows, and photovoltaic policies are continuously strengthening. Deng Tian stated that with policy support, a reversal of the supply-demand structure in the Industry is expected to occur by 2025, driving capital expenditures for new technologies. (KE Holdings)

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