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China Great Wall: In March, the solar Industry in China showed signs of stabilization and recovery, with the Power Inverter expected to recover first.
After a year of adjustment in the Industry, 2024 may mark the bottom of profitability. The Power Inverter is expected to recover first due to technological barriers, and the supply-demand rebalancing will optimize the competitive landscape.
Pacific Securities: The Quote for The Pacific Industry Chain in the photovoltaic sector is accelerating downward.
With the end of inventory preparation, the Quote in the photovoltaic Industry Chain is accelerating to loosen, due to significant price drops in the downstream market and an increased shipping intention from some leading Polysilicon manufacturers, the price of Block Orders for Polysilicon is rapidly declining, approaching mainstream cash costs.
Hong Kong stocks moved differently | Some solar stocks rose in the afternoon as it is reported that the Solar Industry Association will hold a production control meeting this afternoon. Institutions indicated that expectations for supply-side reform have
Some photovoltaic stocks rose in the afternoon, as of the time of writing, TRIUMPH NEW EN (01108) increased by 15.77% to 3.89 HKD; FUYAO GLASS (03606) rose by 4.98% to 51.6 HKD; XINYI ENERGY (03868) increased by 3.45% to 0.9 HKD; GCL TECH (01799) rose by 2.56% to 0.8 HKD; XINYI GLASS (00868) increased by 0.73% to 6.94 HKD.
[Brokerage Focus] CITIC SEC: The USA's tariffs on China have sharply increased, but photovoltaic exports have already become desensitized.
Based on Jinwu Financial News | CITIC SEC stated that the USA's "reciprocal tariffs" are fierce but lack endurance. Meanwhile, China's photovoltaic industry has become desensitized to high tariffs such as the "double anti," 301, and 201 over the long term. It mainly achieves indirect exports to the USA through overseas bases in Southeast Asia. Although the impact of the "tariff war" has caused the costs of Chinese photovoltaic manufacturers' overseas production capacity to rise and squeezed profits further, they may still have a relative advantage compared to the high manufacturing costs in the USA. The process of bringing photovoltaic manufacturing back to the USA is full of uncertainty and is unlikely to change the predicament of dependency on imported photovoltaic products in the medium term.
Jibang Consulting: In March, the prices in the Industry Chain of photovoltaic showed an upward trend, and the pace of domestic photovoltaic project signing, construction, and production has slowed down.
Jibang Consulting stated that in March 2025, driven by multiple factors such as the increasing demand for installation due to the approaching policy window, industry self-discipline in production reductions, and the continuous optimization of the supply-demand pattern, the prices across the Industry Chain of the photovoltaic sector are showing an overall upward trend.
Insider Buys Additional CN¥30m In Xinyi Glass Holdings Stock
James_Tan : J Lim, what stock screener are you using to filter out US and HK stock ?
102375529 : nice chart.. price break up ma200. thanks.
professor J.Lim sharing this stock.
I c the price may retest 9.1 to form the double bottom.