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2024-12-13 05:01:36

At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.


While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.Before the US stock market closed on Friday (December 6), the employment situation report released by the US Bureau of Labor Statistics showed that the non-agricultural sector rebounded sharply in November, which was stronger than market expectations, and the unemployment rate rose to 4.2% as scheduled. According to specific data, the number of non-agricultural employees in the United States increased by 227,000 in November after the seasonal adjustment, the largest increase since March, higher than the market expectation of 200,000, and the data in October was revised from 12,000 to 36,000.This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.


At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.According to market sources, a number of photovoltaic companies have signed a self-discipline convention. In this regard, a number of photovoltaic module battery companies confirmed to reporters that they have participated in the signing of the self-discipline convention. The relevant quotas will be set from next month based on the shipments and production capacity of various enterprises this year.The market finally ushered in a breakthrough on Friday, and a big triangle consolidation from October 8 to now has basically ended. This is only the Shanghai Stock Exchange Index, while the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are still in the process of triangle consolidation, so it is still difficult to form a consistent upward expectation. In the future, the probability will be mainly divided, and there will be no overall upward trend.

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