Photovoltaic stocks rose collectively. As of press release, Xinyi Energy (03868) rose 8.49% to HK$1.15; Follett Glass (06865) rose 7.55% to HK$16.52; Xinte Energy (01799) rose 7.33% to HK$10.84; and GCL Technology (03800) rose 3.77% to HK$1.1.
The Zhitong Finance App learned that PV stocks rose collectively. As of press release, Xinyi Energy (03868) rose 8.49% to HK$1.15; Follett Glass (06865) rose 7.55% to HK$16.52; Xinte Energy (01799) rose 7.33% to HK$10.84; and GCL Technology (03800) rose 3.77% to HK$1.1.
According to the news, Guoxin Securities pointed out that in February, the price of silicon in the main photovoltaic industry chain maintained an upward trend. The price of N-type silicon increased by 3 yuan/kg to 71.5 yuan/kg. Recently, production of new high-quality silicon materials was slowly climbing, and the supply of N-type materials was tight. Short-term P-type supply and demand imbalances for silicon wafers and cells due to large-scale conversion of P/N production lines, and P-type inventories have decreased markedly. The increase in raw material prices during the holidays is expected to rise.
According to China Aviation Securities, prices in various parts of the photovoltaic industry chain have recently shown signs of stabilizing. Among them, the prices of silicon, silicon wafers, and cells have rebounded slightly from the beginning of the year, while the price difference between Topcon and PERC modules has also shrunk to around 0.04 yuan/w. As the price difference between N and P components is further reduced, the N-type penetration rate is expected to increase at an accelerated pace.