Huatai Securities: Polysilicon Leaders' Cuts Boost Outlook, Industry Chain Prices to Rise

Published: Dec 26, 2024 11:13

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[Huatai Securities: Polysilicon Leaders' Production Cuts Send Positive Signals, Industry Chain Prices Expected to Rise]

① Capacity utilisation rates have significantly declined, and prices may rise subsequently;

② Huatai Securities remains optimistic about the PV sector;

③ Huatai Securities believes that the implementation of the quota system and market-based clearing are likely to drive improvements in the supply-demand pattern, with industry chain prices and profitability expected to recover. Key focus should be on segments with high industry concentration and promising destocking prospects, such as polysilicon, batteries, and glass.

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