News

The prices of photovoltaic modules and silicon materials have almost stabilized recently. As demand picks up later, silicon wafer prices are expected to rise.

China's photovoltaic manufacturing industry continues to operate at a high level. From September to October 2023, the national output of silicon materials, silicon wafers, cells, and modules all increased by more than 60% year-on-year.

The latest research report from Sichuan Cai Securities believes that the resonance of domestic and foreign demand coupled with the situation in the Red Sea has pushed up freight rates, and the demand side has improved significantly. Some production capacity is delayed or withdrawn, which is expected to accelerate the supply side clearing. The bottom trend of the industry is obvious, and the current stock price has over-reflected pessimistic expectations. With subsequent demand growth and supply optimization, the photovoltaic sector is expected to usher in long-term growth.

On December 15, 2023, the "2023 Photovoltaic Industry Annual Conference" co-sponsored by the China Photovoltaic Industry Association and the Suqian Municipal People's Government was successfully held in Suqian, Jiangsu. Jin Lei, Director of the Electronic Information Department of the Ministry of Industry and Information Technology, attended the meeting and delivered a speech.