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Denon Securities: Focus on the overall valuation improvement opportunities in the photovoltaic market. Fundamental improvement is the icing on the cake.
The National Energy Administration has released the statistics of the national electrical utilities industry from January to September. From January to September 2024, the newly installed capacity of photovoltaics in China was 160.88 GW, a year-on-year increase of 24.77%. Among them, in September, the newly added photovoltaic capacity was 20.89 GW, with a year-on-year increase of 32.38%.
Express News | BOE Technology Says It Plans to Buy Back up to 1 Bln Yuan Worth of Company a-Shares Within Six Months
BOE A (000725.SZ): Receives financing support to repurchase company shares.
CLC 13th November | JD.com A (000725.SZ) announced that it has received a 'Loan Commitment Letter' issued by the Industrial and Commercial Bank of China, Beijing Branch, promising to provide 0.7 billion yuan to the company, not exceeding 70% of the repurchase transaction price, for the company's share repurchase.
BOE Technology Group (SZSE:000725) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
BOE A (000725.SZ): No share buyback has been implemented.
GLH, November 4th - jd.com A (000725.SZ) announced that as of October 31, 2024, the company has not yet implemented share repurchases.
Research reports | Ping An Securities: boe technology group A profits are expected to gradually release, maintaining a 'recommended' rating
Ping An Securities research report pointed out that boe technology group (000725.SZ) had outstanding performance in the third quarter, with a year-on-year increase in gross margin, and television panel prices hit rock bottom in October. The company's leading position in semiconductors displays is solid, with advanced technology and excellent market performance. With the LCD cycle weakening and the company's production line depreciation nearing completion, the company's LCD profitability is expected to further increase. At the same time, the company's oled shipment volume is steadily increasing, potentially becoming a new profit driver in the future. The company has strong technical expertise and market competitiveness, and as the LCD depreciation is gradually completed and oled losses decrease, the company's profits are expected to gradually release, maintaining a positive outlook.