According to Shanghai Nonferrous Metals Network, in order to break up “internal rolling” competition, the leading domestic photovoltaic glass companies recently plan to collectively cut production by 30% starting in July. It is expected that domestic PV glass supply will drop rapidly in the future, and the imbalance between domestic supply and demand will improve. Domestic glass production is expected to drop to about 45 GW in July. In response, Liu Qin, director of Amaton, said that the news of production cuts in the photovoltaic glass industry is true, and that the accelerated clearance of production capacity will strongly promote the sustainable and healthy development of the industry in the future. The domestic photovoltaic glass industry is becoming increasingly competitive, and the huge demand from overseas markets has opened up broad development space for photovoltaic glass companies. According to statistics from the Securities Times and Databao, there are more than 10 photovoltaic glass concept stocks. Follett, Kibing Group, CSG A, and Dongfang Risheng have the highest market capitalization. In terms of performance, many concept stocks turned month-on-month losses into profits or losses in the first quarter of this year. The net profit of Kibing Group, Follett, Amaton, Jinjing Technology, and CSG A all reversed losses month-on-month.

Zhitongcaijing · 07/02/2025 00:25
According to Shanghai Nonferrous Metals Network, in order to break up “internal rolling” competition, the leading domestic photovoltaic glass companies recently plan to collectively cut production by 30% starting in July. It is expected that domestic PV glass supply will drop rapidly in the future, and the imbalance between domestic supply and demand will improve. Domestic glass production is expected to drop to about 45 GW in July. In response, Liu Qin, director of Amaton, said that the news of production cuts in the photovoltaic glass industry is true, and that the accelerated clearance of production capacity will strongly promote the sustainable and healthy development of the industry in the future. The domestic photovoltaic glass industry is becoming increasingly competitive, and the huge demand from overseas markets has opened up broad development space for photovoltaic glass companies. According to statistics from the Securities Times and Databao, there are more than 10 photovoltaic glass concept stocks. Follett, Kibing Group, CSG A, and Dongfang Risheng have the highest market capitalization. In terms of performance, many concept stocks turned month-on-month losses into profits or losses in the first quarter of this year. The net profit of Kibing Group, Follett, Amaton, Jinjing Technology, and CSG A all reversed losses month-on-month.