B · Normal
[The prosperity of the photovoltaic storage industry chain is picking up at the margin, and the inflection point of supply and demand has yet to be clarified] According to reports on November 6, the A-share photovoltaic sector collectively rose sharply on November 5, with Shichuang Energy, Betley, Zhongli Group, Hongyuan Green Energy, Junda Shares, etc. reaching their daily limit. Although the secondary market took the lead in rebounding, the recovery on the industrial side is still structural and gradual. Many experts told reporters: Leading companies reduced losses in the third quarter, silicon prices stabilized, prices of some photovoltaic storage products were adjusted, and expectations for a recovery in demand in Europe and the United States have jointly pushed up the rebound of photovoltaic stocks this round; however, profit recovery is concentrated on high-efficiency products such as BC. The industry has not yet emerged from the price bottoming period, and the inflection point of supply and demand has not yet been clear. (Shanghai Securities News)
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