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Hong Kong stock concept tracking | Before the National Day holiday, the prices of the photovoltaic industry chain remained stable, and after sufficient industry chain adjustments, the bottom was formed for an upward trend (including concept stocks).
Photovoltaic supply-demand imbalance, effective clearance signals are expected to appear in the first half of 2025.
CONCORD NE: INTERIM REPORT 2024
Nukes Flayed as Solar Boost Seized to Spruik Renewables
National Energy Administration: By the end of August, the national cumulative installed capacity of electricity generation increased by 14.0% year-on-year.
As of the end of August, the national cumulative installed electricity generation capacity is about 3.13 billion kilowatts, an increase of 14.0% year-on-year. Among them, cecep solar energy installed capacity is about 0.75 billion kilowatts, an increase of 48.8% year-on-year; wind power installed capacity is about 0.47 billion kilowatts, an increase of 19.9% year-on-year.
Sinolink Securities: The change in the direction of the US presidential election resonates with the impending interest rate cuts, which is expected to drive the recovery of the new energy sector.
The shift in the direction of the US election may gradually become a less divisive and conflicting area in the party agendas regarding the attitude towards the energy industry.
How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.
①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.
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