Is the polysilicon plate expected to sail?
Today, glass cistern has become one of the most popular products in the bathroom products market. The design of the glass Toilet Tank is made of high-quality glass materials, and the appearance is beautiful and generous, which can add a high-end and fashionable atmosphere to the bathroom and become a beautiful landscape in the bathroom space. Glass Cistern, Glass Toilet Tank, Glass Cover Toilet Cistern, Glass Toilet Cistern Guangdong Fabia Intelligent Technology Co., Ltd , https://www.smartfabia.com
After the cycle of prosperity and depression in recent years, the photovoltaic industry has further improved its technological capabilities. On the one hand, the cost of component batteries is declining, on the other hand, the advancement of technology has greatly improved the efficiency of photovoltaic power generation, and initially has the strength to compete with conventional power plants. Therefore, the cost of photovoltaic power generation has dropped significantly. This will also stimulate the further expansion of the installed capacity of photovoltaic power plants.
This is not only reflected in China, but also confirmed in North America, Europe and other regions. The volume of installed capacity of photovoltaic power plants means that new demands are placed on the development of photovoltaic cell components, especially polysilicon business. Therefore, in the past year, especially since the third quarter of this year, China's polysilicon prices have begun to recover.
According to PVInsights, the price of polysilicon has rebounded by about 12%, while the price of domestic polysilicon enterprises has also remained at 135 yuan/kg. If the quotation is maintained, the profit of polysilicon enterprises will be greatly improved. At the same time, polysilicon is currently the worst-performing link in the entire industry chain. With the improvement of downstream cash flow and the launch of domestic PV projects, polysilicon prices are expected to continue to pick up. This is undoubtedly a great stimulus for the listed companies in the polysilicon industry.
After the industry downturn in previous years, many small factories have withdrawn from the market, which has led to a rapid increase in the concentration of the polysilicon market. Polysilicon manufacturers have survived in the winter of the industry and even expanded their production capacity by virtue of their strong personal connections. But most small factories have withdrawn from the market because of a broken capital chain. As a result, industry concentration has increased and the market share of leading listed companies has increased significantly. Therefore, they are most sensitive to changes in polysilicon prices, and once polysilicon prices recover slightly, their profitability will expand rapidly. This will drive the continued rise in the stock price of the relevant stocks.
For example, the new energy source listed on the New York Stock Exchange has nearly 10,000 tons of polysilicon production capacity. With the recovery of polysilicon prices, the market expects the company's profitability will be greatly improved, so the stock has become a recent Chinese PV industry. The rebound of the chain stocks. In August, the company's secondary market share price was $10/share, and last Friday it reached $41/share. This performance illustrates the optimistic expectations of the global capital market for the earnings outlook of polysilicon stocks. A-shares have historically relied on the path of relying on overseas markets to speculate on strong stocks. For example, the previous surge in stocks such as E-House China has driven the world's A-shares to rise sharply in the A-share market. For example, in the recent surge in the easy-to-use network, market participants fully realized the broad development of the automotive after-service market, so the stocks such as the huge group and the Yaxia Automobile also rose. Therefore, with the rise of big new energy, A-stock stock funds may increase the pursuit of polysilicon stocks. The active expectations of polysilicon concept stocks will increase. Therefore, in the operation, investors are advised to actively pay attention to the development of polysilicon business stocks. Among them, Leshan Power, TBEA, Yijing Optoelectronics and other stocks can focus on. In addition, CSG A, King Kong Glass and other stocks can also be tracked in moderation.
In addition to the exterior design, the performance and functionality of glass toilet tanks are also noteworthy. The glass material has the characteristics of anti-corrosion, wear resistance, and easy cleaning. It can resist the corrosion of chemical substances and is not easily damaged by external forces. At the same time, it can be easily cleaned and has a long service life. The glass toilet water tank can also be applied to various water qualities, and will not be damaged due to the difference in water quality, which ensures the long-term use of the toilet water tank.
Glass toilet cisterns also offer advantages when it comes to installation and maintenance. Due to its lightweight design, it does not require too much support and can be installed more easily and conveniently. And because of the material properties, it can be easily cleaned and maintained, making toilet tank maintenance even simpler.
In short, the glass cistern has become an indispensable part of the modern bathroom space due to its beautiful appearance, strong material and easy maintenance. It is not only practical, but also can improve the sense of class of the entire bathroom space, and has become a popular product in the bathroom industry.