Core Viewpoint - The solar energy stocks have collectively declined, with significant drops in share prices for various companies, indicating a challenging market environment for the sector [1] Company Performance - Kaisheng New Energy (01108) decreased by 3.94%, trading at HKD 4.15 - Xinte Energy (01799) fell by 3.14%, trading at HKD 8.03 - Xinyi Energy (03868) dropped by 3.88%, trading at HKD 1.24 - Flat Glass Group (06865) declined by 2.77%, trading at HKD 11.93 - Xinyi Solar (00968) decreased by 2.72%, trading at HKD 3.57 [1] Industry Insights - Tongwei Group's Chairman Liu Hanyuan emphasized the need for "silicon material storage" to address conceptual issues and promote self-discipline within the industry, suggesting that retaining some redundant capacity is essential to adapt to dynamic demand changes [1] - Liu believes that silicon material storage will not infringe on antitrust regulations, countering concerns regarding upstream consolidation [1] - Nomura's research report indicates that mid-term industry self-discipline could maintain high utilization rates, drive price recovery, and enhance profitability, although short-term challenges include high inventory levels and weak seasonal demand from downstream sectors [1] - The report forecasts a monthly decrease in polysilicon production by approximately 20,000 tons to 120,000 tons in November, with wafer production expected to drop by 5% to 57 GW and cell production anticipated to decline by 2% to 57 GW [1]
港股异动 | 光伏股集体走低 通威刘汉元称硅料收储不会触及反垄断 野村称库存仍偏高需求偏弱