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Zhongyuan Securities: medium-term focus on photovoltaic glass, silver paste, perovskite battery equipment and integrated component manufacturers leading securities times e company newsRoyalmintmegawaysAccording to the Zhongyuan Securities Research report, the domestic photovoltaic installed capacity declined in March compared with the same period last year, the export volume increased, the price decreased, the export amount continued to decline, and the demand side was weak.Royalmintmegaways...
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Zhongyuan Securities: medium-term attention to photovoltaic glass, silver paste, perovskite battery equipment and integrated module manufacturers leading company Securities Times e News, Zhongyuan Securities Research report that the domestic photovoltaic installed capacity declined in March compared with the same period last year, export volume increase, price reduction export amount continued to decline, the demand side is weak. Excess capacity in most links of photovoltaic, fierce competition in the industry, significant decline in product prices, the market urgently needs the withdrawal of backward capacity, and it will take time for the supply and demand pattern to be reversed. The trend of stock prices in the secondary market fully meets the expectations of overcapacity in the industry, and the inflection point in the short-term industry has not yet appeared, but there is little room for the downside of the secondary market, maintaining the industry's "stronger than the big market" investment rating. It is recommended to focus on the leading manufacturers of photovoltaic glass, silver paste, perovskite battery equipment and integrated components in the medium term.
