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2024-12-13 04:37:41

Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.Securities Times article: Don't speculate on "homophonic stalks". Blind speculation is harmful to obtaining long-term investment returns. The official media have voiced their voices, which means that these chaos in the market will be standardized in the future, and it is also a kind of vigilance and protection for investors.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.


Before, we also said that a breakthrough here must be broken by a strong external force, and now the breakthrough stems from the important benefits that everyone has conveyed to the meeting. As long as the content of the meeting has not landed, such an expectation can be taken for a while, and the breakthrough here can also be regarded as an effective breakthrough.This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.The market finally ushered in a breakthrough on Friday, and a big triangle consolidation from October 8 to now has basically ended. This is only the Shanghai Stock Exchange Index, while the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are still in the process of triangle consolidation, so it is still difficult to form a consistent upward expectation. In the future, the probability will be mainly divided, and there will be no overall upward trend.


Before the US stock market closed on Friday (December 6), the employment situation report released by the US Bureau of Labor Statistics showed that the non-agricultural sector rebounded sharply in November, which was stronger than market expectations, and the unemployment rate rose to 4.2% as scheduled. According to specific data, the number of non-agricultural employees in the United States increased by 227,000 in November after the seasonal adjustment, the largest increase since March, higher than the market expectation of 200,000, and the data in October was revised from 12,000 to 36,000.According to market sources, a number of photovoltaic companies have signed a self-discipline convention. In this regard, a number of photovoltaic module battery companies confirmed to reporters that they have participated in the signing of the self-discipline convention. The relevant quotas will be set from next month based on the shipments and production capacity of various enterprises this year.Different from previous weekends, this weekend's news revealed several important signals, which will drive the market to become more and more mature. The market finally ushered in a new breakthrough on Friday, and a new market will be launched.

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