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Haitong commented on LONGi silicon wafer price cuts: industry prices and trends are expected to be positively guided_ 东方 Fortune.com

Summary

[Haitong commented on LONGi wafer price cuts: industry prices and trends are expected to receive positive guidance]LONGi’s official website adjusted the official quotations of monocrystalline silicon wafers today, and the price of silicon wafers of various sizes fell by 7.2%-9.8%. Haitong said that if the price of the industrial chain plummets, the risk of inventory falling prices will be relatively large, but the overall price reduction rate will stabilize next year, and there is no need to worry too much about falling prices. The recent adjustments brought about by price fluctuations are wrong-killing elements. There is no need to worry about the profitability of component integration, and the profitability of silicon materials will remain at a high level. The risk of impairment caused by price reductions does not exist. The current valuation matching risk High cost performance. (Associated Finance Press)


LONGi’s official website adjusted the official quotation of monocrystalline silicon wafers today, and the price of silicon wafers of various sizes dropped by 7.2%-9.8%. Haitong commented that the inventory pressure of leading companies and the risk of inventory impairment are low. Leading companies have found that the inventory pressure of silicon wafer leaders is not great. Since the price of raw materials increased in October, leading companies have chosen to reduce the raw material cycle, and overseas sales are smooth, and the ability to digest inventory is strong. The management of leading enterprises is forward-looking; we believe that if the price of the industry chain plummets, the risk of inventory falling prices will be relatively large, but the overall price reduction will stabilize next year, and there is no need to worry too much about falling prices. The recent adjustments brought about by price fluctuations are wrong-killing elements. There is no need to worry about the profitability of component integration, and the profitability of silicon materials will remain at a high level. The risk of impairment caused by price reductions does not exist. The current valuation matching risk High cost performance.

(Article source: Financial Association Press)

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