This year, numerous regions across the globe have expedited their energy transition efforts, leading to overseas photovoltaic (PV) installation demand consistently surpassing expectations. Industry experts have highlighted that this robust overseas installation demand can effectively alleviate inventory pressures within the domestic PV industry chain, spur a revival in corporate revenues, and gradually rectify the supply-demand imbalance in the industry. From an institutional perspective, a total of 32 PV equipment stocks have been awarded positive ratings—such as 'buy', 'overweight', and 'strong recommend'—by five or more institutions.
