Shen Wan Hongyuan released a research report saying that the core logic of this favorable policy is not to “limit production expansion,” but rather to use administrative regulations to accelerate supply contraction, so that leaders with advanced production capacity stocks can obtain a steeper profit recovery slope after demand stabilizes. In the silicon sector, the sharp rise in electricity consumption and water consumption thresholds for new construction has narrowed the overseas and second- and third-tier production expansion windows. The long-term competitive pressure faced by silicon companies with green power support and cost advantages has declined, and the sustainability of profit centers has received additional support. In the battery module sector, although TopCon and xBC preparation processes fall within the scope of export controls for restricted technologies, domestic production expansion is not bound by the conditions of this regulation. Enterprises that have mass-produced N-type high-efficiency products on a large scale and have standardized account period management have expanded their comparative advantage in entering the announcement list and obtaining orders.

Shen Wan Hongyuan released a research report saying that the core logic of this favorable policy is not to “limit production expansion,” but rather to use administrative regulations to accelerate supply contraction, so that leaders with advanced production capacity stocks can obtain a steeper profit recovery slope after demand stabilizes. In the silicon sector, the sharp rise in electricity consumption and water consumption thresholds for new construction has narrowed the overseas and second- and third-tier production expansion windows. The long-term competitive pressure faced by silicon companies with green power support and cost advantages has declined, and the sustainability of profit centers has received additional support. In the battery module sector, although TopCon and xBC preparation processes fall within the scope of export controls for restricted technologies, domestic production expansion is not bound by the conditions of this regulation. Enterprises that have mass-produced N-type high-efficiency products on a large scale and have standardized account period management have expanded their comparative advantage in entering the announcement list and obtaining orders.