Core Viewpoint - The photovoltaic sector continues to experience a downward trend in stock prices, with significant declines observed in major companies such as Fuyao Glass, Xinte Energy, and Xinyi Solar, amidst concerns over the industry's performance and recent rumors regarding polysilicon storage plans [1] Industry Summary - The photovoltaic industry is currently facing challenges, with a notable decline in monthly new installations for three consecutive months following a surge earlier in the year. In August, the new installations amounted to 7.36 GW, representing a year-on-year decrease of 55.29% and a month-on-month decrease of 33.33% [1] - The profitability of photovoltaic companies in the future will largely depend on the pace of capacity clearance and the demand for photovoltaic installations after the marketization of on-grid electricity prices, as indicated by Guosen Securities [1] Company Summary - Fuyao Glass (03606) saw a stock price drop of 4.89%, closing at 68.1 HKD - Xinte Energy (01799) experienced a decline of 4.64%, with a closing price of 7.81 HKD - Xinyi Solar (00968) fell by 3.8%, ending at 3.54 HKD - Flat Glass Group (06865) decreased by 2.77%, closing at 11.23 HKD [1]
光伏股延续跌势 多晶硅收储平台已成立传闻不实 后续新增装机需求仍待观察