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Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.
According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.
IRICO NEWENERGY (00438.HK) held a Board of Directors meeting on March 26 to approve the annual performance.
Gelonghui, March 14丨IRICO NEWENERGY (00438.HK) announced that the Board of Directors will hold a board meeting on March 26, 2025 (Wednesday) to approve the annual results of the company and its subsidiaries for the year ending December 31, 2024, and to consider the proposal for the distribution of a final dividend (if any).
IRICO NEWENERGY: NOTIFICATION OF BOARD MEETING
Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
Everbright: The demand for Photovoltaic Glass is improving, and the domestic antimony price center is expected to rise.
As China's antimony exports gradually resume, there is a Bullish outlook for the antimony price to rise.
