The photovoltaic 50ETF (159864) fell nearly 3%, the premium trading in the market, Dire laser and Tongwei shares fell more than 5%
Author:Capital state Time:2022.07.11
Lianhong New Sciences fell more than 6%, Dier Laser and Tongwei shares fell more than 5%, photovoltaic 50ETF (159864) fell nearly 3%, and the turnover exceeded 54 million yuan.
Guoxin Securities believes that the current overseas demand is strong and the price of components is high. In the third quarter, it can undertake a certain pressure increase pressure. The domestic demand in the fourth quarter is relatively high.In the fourth quarter, the price of silicon material is expected to decline, alleviating the pressure of the industrial chain price.It is optimistic about the improvement of the market share of integrated components and the improvement of profitability in the future.At the same time, type N technology brings changes in battery films, and companies with leading advantages of technology and mass production are expected to increase significantly in the future.
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