In July 8th, the photovoltaic plate was large, and the related index of photovoltaic ETF rose by more than 5%. Among the enterprises in
various sectors, the performance of silicon material enterprises was particularly impressive, with Daquan Energy and Tongwei Stock rising and stopping on the same day, Xinte Energy rising by 12.65% and Xiexin Science and Technology rising by 10.81%.
In recent days, the "anti-involution" argument has come out frequently. First, the official media "took the lead in shooting" in terms of public opinion, and the top level set the tone and gave a strong signal in the subsequent meeting.
People's Daily published Jin Sheping's article on June 29, pointing directly to the depth of the current photovoltaic involution contradiction, and pointing out that the key to breaking the "involution" competition lies in coordinating the relationship between the government and the effective market, and at the same time, we need to continue to expand demand and make the cake bigger. In addition, trade associations should take active action, and enterprises should be self-disciplined.
On July 1 and 3, the sixth meeting of the Central Committee on Finance and Economics and the 15th Symposium on Manufacturing Enterprises held by the Ministry of Industry and Information Technology were held successively. At these two meetings, it was emphasized that enterprises should manage low-price and disorderly competition according to law and regulations, guide enterprises to improve product quality, and promote the orderly withdrawal of backward production capacity. It is proposed that photovoltaic enterprises should vigorously promote entrepreneurship, anchor the correct direction, devote themselves to technological innovation, and adhere to the bottom line of quality and safety. We will strengthen international cooperation and further expand the depth and breadth of photovoltaic applications . To speed up the shaping of the competitive advantage
of the next generation of photovoltaic products in China , the relevant person in charge of Tongwei shares disclosed to the media that there is a lot of market news at present, and there is no definite information. "Under the background of anti-involution, the whole photovoltaic sector is responding positively, the quotation of silicon material has risen significantly, and the market performance of silicon material enterprises is more prominent." "At present, the spot market price of N-type polysilicon materials is 39 yuan/kg, and the price is rising continuously," the source said.
In addition, the market rumors that the relevant departments inspected the silicon enterprises. Each silicon material enterprise reports its business data, emphasizes that it should not sell below cost, and intends to impose heavy penalties on violators.
A number of securities institutions said that the high-level adjustment of photovoltaic "anti-involution" has a strong signal significance, and the photovoltaic industry is expected to usher in a turning point. Photovoltaic supply side capacity clearance is expected to accelerate, industry supply and demand is expected to improve, driving the industrial chain price and profit repair.
Pacific Securities said that under the "anti-involution", the photovoltaic industry will shift from "price war" to "technology differentiation", which will optimize the capacity structure, accelerate technological progress, and then promote equipment demand.
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