Produsen panel surya China berkolaborasi untuk menaikkan harga; Foster naik lebih dari 9%. Lembaga: sinyal positif untuk penataan ulang ekosistem industri fotovoltaik kembali muncul.

8 April, the solar equipment sector opened higher and rose. As of the time of writing, First Trust（603806.SH） is up more than 9%, Hyouyo New Materials（688680.SH）、Juhua Materials（688503.SH）、Miawei Shares（300751.SZ）、Eastern Rising（300118.SZ）、Yubang New Materials（301266.SZ）、JinkoSolar Technology（002459.SZ） and others are also rising.

On the news front, according to a report from Nikkei Chinese Net on April 8, in response to products shipped after April, large Chinese photovoltaic panel enterprises jointly raised their domestic sales prices in Japan. The maximum increase reaches up to 30%. JinkoSolar Energy（688223.SH）, the global No. 1 in photovoltaic panel production, has raised product prices as the Chinese government canceled export promotion measures in April. LONGi Green Energy（601012.SH） of Technology, ranked second in production, and Trina Solar（688599.SH） ranked fourth, also raised prices.

In addition to the cost increases brought by the cancellation of export promotion policies, manufacturers also reflected factors such as raw material price increases into their product prices. Canadian Solar（CSIQ.US） (Canadian Solar), which ranks seventh in production and mainly sets up residential photovoltaic panel production bases in China, also raised prices by around 20%.

The Japanese government positions photovoltaic as one of the pillar areas for expanding renewable energy and proposed a target to increase Japan’s domestic electricity generation in 2040 to 2.5–3.6 times that of 2023. Several industry insiders said that more than 80% of photovoltaic panels in Japan are products made in China, and price increases by Chinese manufacturing companies will become an unfavorable factor for the widespread adoption of photovoltaic in Japan.

In addition, according to CCTV News, the first phase of the 1-million-kilowatt photovoltaic project of the Southeast Asia’s largest standalone photovoltaic project developed and built by China—China General Nuclear Power Group’s (CGN) Laos north interconnected clean energy base—has been put into operation. It is understood that this project is Laos’ first large-scale mountain photovoltaic project. After the first phase begins production, the expected annual average electricity generation is about 1.65 billion kilowatt-hours. It is estimated to equivalently save about 500k tons of standard coal consumption and reduce carbon dioxide emissions by about 1.3 million tons.

China International Capital Corporation said that industry leaders actively respond to supply adjustments, and positive signals of the reshaping of the photovoltaic industry ecosystem have reappeared. We believe that the photovoltaic industry is still in a period of deep adjustment. Industry-related parties continue to coordinate and actively promote “anti-overcrowding,” guiding the industry back to a high-quality development path. In recent years, the country has encouraged listed companies to conduct industrial integration through mergers and acquisitions and restructuring to optimize resource allocation and achieve high-quality development. We believe that the mergers and acquisitions and restructuring actions of leading enterprises are market-based transactions under a policy guidance background, which are conducive to reducing the number of market direct participation entities, enhancing the flexibility of production capacity regulation, and helping improve the industry competitive landscape and the realization of the requirements for “anti-overcrowding.”