Polaris Solar Photovoltaic Network: According to the EnergyTrend analysis of Jibang New Energy Network, a new energy research center of Jibang Consulting, with the arrival of domestic policies and the announcement of the holiday, the overall market is looking forward to the atmosphere of preparing for the sleeves to be ready for work after the holidays. Quite thick. The price of upstream silicon material has continued to increase this week after the bottom of last week's rebound; the shortage of raw materials at the wafer end continues to expand, which seems to be affected by the expectations of downstream cells; while the downstream cells and components have not yet fully The rising situation, it is estimated that after the holiday, there will be a different pattern of development.
Observing the overall market trend afterwards, the overseas market also feels the deferral effect after the domestic policy is put in place. Not only the traditional and emerging markets can benefit from it, but after the domestic policy is put to the end, the kinetic energy of the immediate work will definitely start after the holiday. It is estimated that the continuation of this volatility will not be interrupted until the second half of the year.
