Core Viewpoint - The photovoltaic sector has seen a rise in stock prices, driven by increasing prices across the supply chain since September, particularly in polysilicon, wafers, cells, and modules [1] Group 1: Stock Performance - New Energy (01799) increased by 7.07%, reaching HKD 9.24 [1] - Flat Glass (601865) rose by 5.56%, reaching HKD 12.52 [1] - GCL-Poly Energy (03800) gained 3.73%, reaching HKD 1.39 [1] - Xinyi Solar (00968) increased by 3.22%, reaching HKD 3.85 [1] Group 2: Price Trends - Since September, prices for polysilicon, wafers, cells, and photovoltaic modules have risen, with upstream prices increasing more than downstream prices [1] - Photovoltaic glass prices are recovering due to reduced production from leading companies, lower industry inventory, and a contraction in supply [1] Group 3: Market Outlook - The overall market is currently weak following a period of pre-installation demand, with centralized projects driving installation needs [1] - Future price trends in the photovoltaic supply chain are expected to stabilize, influenced by the strength of terminal module price support and anti-competitive measures [1]
部分光伏股早盘走高 9月光伏产业链价格持续走高 上游价格涨幅高于下游
Zhi Tong Cai Jing·2025-10-09 02:52