Group 1 - The photovoltaic stocks experienced a rise in early trading, with notable increases in companies such as Xinyi Solar (up 4.84% to HKD 3.68), Flat Glass (up 4.84% to HKD 11.69), GCL-Poly Energy (up 4% to HKD 1.3), and New Times Energy (up 3.98% to HKD 8.36) [1] - Industry insiders anticipate the release of significant policies aimed at regulating photovoltaic production capacity, which is expected to lead to new developments in combating excessive competition within the industry [1] - Chinese photovoltaic companies have recently excelled in overseas markets, securing multiple large-scale orders totaling nearly 25GW since September, particularly in the Middle East and South Asia, including countries like Saudi Arabia, Iran, and Pakistan [1] Group 2 - Guotai Junan Securities noted that the photovoltaic sector is experiencing continuous positive catalysts in terms of policy, demand, and performance, which may lead to price increases across the industry chain and gradual improvement in fundamentals [2] - The firm emphasized that the government's focus on addressing vicious competition in the photovoltaic sector will have a very positive impact, suggesting that the overall photovoltaic sector is poised for a turnaround from its current bottoming phase [2]
光伏股早盘走高 行业反内卷或将有新进展 近期中国光伏企业接连签下海外大单
Zhi Tong Cai Jing·2025-10-14 02:23