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UBS predicts a 10% growth in China's solar capacity to 260-280 GW, buoyed by state support and policy incentives.
UBS forecasts a 10% growth in China's photovoltaic (PV) capacity this year, reaching 260-280 gigawatts, driven by state-owned enterprises.
Industry profitability challenges due to supply-demand imbalances are expected to ease with favorable policies and production cuts by leading firms like Tongwei and Daqo Energy.
Despite significant price drops, there are signs of price stabilization across the industry.
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UBS predice un crecimiento del 10% en la capacidad solar de China hasta 260-280 GW, impulsado por el apoyo estatal y los incentivos políticos.