花旗：信义光能_需求疲软下太阳能玻璃行业减产；2025 年上半年业绩预览

30 Jun 2025 10:19:53 ET │ 12 pages Xinyi Solar (0968.HK) Solar Glass Industry Supply Cut amid Weak Demand; 1H25E Result Preview Flash | China Solar Sector Air MaAC CITI'S TAKE The market talked about a 30% production cut by PRC solar glass makers in July to avoid the intense competition today (see: SMM), triggered by weakening demand, high inventory level and low solar glass prices. We view the coming supply cut to be a voluntary move by solar glass companies under operating pressure with weak demand outloo ...