建银国际：将协鑫科技目标价上调至1.9港元

Group 1 - The report indicates that due to the significant drop in prices from polysilicon to photovoltaic modules, solar manufacturers will face cash consumption in 2024, potentially leading to market consolidation, which will heavily impact low-end companies [1] - The market is anticipating the introduction of the "Photovoltaic Manufacturing Standardization Management Measures 2024," which may implement stricter production standards across different segments of solar manufacturing, including limitations on unit power and silicon consumption for polysilicon manufacturers, potentially benefiting low-cost producers like GCL-Poly Energy [1] - According to Jianyin International, GCL-Poly's low-cost and low-carbon FBR granular silicon technology provides it with a competitive advantage during industry downturns [1]