Core Viewpoint - The photovoltaic sector is experiencing a decline, with several key companies seeing significant stock price drops due to falling silicon wafer prices and weak demand in the market [1] Group 1: Company Performance - New Energy (01799) shares fell by 5.59%, trading at HKD 8.45 [1] - Flat Glass (06865) shares decreased by 4.49%, trading at HKD 12.75 [1] - Xinyi Solar (00968) shares dropped by 3.06%, trading at HKD 3.8 [1] Group 2: Market Conditions - Multiple silicon wafer companies have reduced prices, with 183N silicon wafer prices ranging from 1.25 to 1.3 CNY per piece, 210R at 1.28 to 1.3 CNY per piece, and 210N at 1.6 to 1.65 CNY per piece [1] - The silicon wafer market is facing a supply imbalance due to excessive outsourcing, leading to a sharp decrease in orders from battery manufacturers and subsequent panic selling among second and third-tier silicon wafer companies [1] Group 3: Future Outlook - CITIC Futures noted that the prices are expected to decline due to the lack of implementation of anti-competition policies, suggesting a complex market situation where a wait-and-see approach is advisable [1] - Despite weak terminal demand for photovoltaics, silicon wafer demand remains relatively high, with balanced production and sales of silicon materials within the month [1] - Future attention should be focused on the implementation of multi-product silicon platforms, the enforcement of price limits by silicon material companies, and the progress of capacity clearance in the photovoltaic industry [1]