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ADDTIME:2023-3-25
Securities Times e company news, Guojin securities published a research report on April 1, focusing on the recent different adjustment ranges of prices of various products in the photovoltaic industry chain. The price adjustment of monocrystalline silicon only allows the adjustment of profit and tax rate, and the overseas price even rises due to the change of exchange rate, reflecting the tense supply-demand relationship; the price adjustment range of battery chip slightly exceeds the tax rate adjustment range, and continues to return to the reasonable profit rate range, but the decline is slower than expected; only the recent decline of polycrystalline silicon material is more obvious. The domestic policy, which is expected to be implemented in the middle and late April, is expected to be the starting gun for the price stabilization / rebound of the industrial chain and the resumption of the rising trend of the stock price of the plate.
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