The Zhitong Finance App learned that BOC International released a research report saying that it is optimistic that GCL Technology (03800.HK) has a clear profit advantage in granular silicon, that its low electricity consumption is in line with policy guidelines. The industry's “reverse internal circulation” is driving up polysilicon prices. If production capacity collection and storage can be implemented, it will drive the price to rise further, with a target price of HK$1.54. The bank gave the Mainland's new energy and utilities industry a leading rating. After the policy promoted a round of rush to install in the first half of 2025, the bank expects the peak installed season in the mainland to be mild throughout the year compared to previous years, but it maintains the forecast that total installed capacity for the whole year will reach a record high.

The Zhitong Finance App learned that BOC International released a research report saying that it is optimistic that GCL Technology (03800.HK) has a clear profit advantage in granular silicon, that its low electricity consumption is in line with policy guidelines. The industry's “reverse internal circulation” is driving up polysilicon prices. If production capacity collection and storage can be implemented, it will drive the price to rise further, with a target price of HK$1.54. The bank gave the Mainland's new energy and utilities industry a leading rating. After the policy promoted a round of rush to install in the first half of 2025, the bank expects the peak installed season in the mainland to be mild throughout the year compared to previous years, but it maintains the forecast that total installed capacity for the whole year will reach a record high.