No Data
The short-term emergence of the new energy sector in the Hong Kong stock market, with photovoltaic and lithium battery production in March showing month-on-month increases.
① The short-term surge in the Hong Kong stock market's New energy Fund sector, which stocks are attracting the most investor attention? ② The production scheduling of photovoltaic lithium batteries shows a month-on-month increase in March, how strong is the demand recovery?
Hong Kong stocks are moving | Solar energy stocks rose broadly in the morning session. Multiple ministries jointly voiced against negative competition in the solar energy sector. Institutions stated that if policies exceed expectations, there will be cons
In the early trading session, solar stocks saw a general rise. As of the time of writing, XINYI ENERGY (03868) rose by 26.25%, reported at HKD 1.01; XINYI SOLAR (00968) rose by 12.46%, reported at HKD 3.7; XINTE ENERGY (01799) rose by 8.25%, reported at HKD 7.61; FLAT GLASS (06865) rose by 8.24%, reported at HKD 14.44.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.
① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.
Some Photovoltaic Technology are on the rise, FLAT GLASS (06865) increased by 6.32%. Institutions expect that the inventory of Photovoltaic Glass will further decrease.
Jinwu Financial News | Some Photovoltaic Technology stocks are rising, IRICO NEWENERGY (00438) up 8.61%, FLAT GLASS (06865) up 6.32%, XINYI SOLAR (00968) up 2.65%, GCL TECH (03800) up 1.64%, TRIUMPH NEW EN (01108) up 1.4%.
The stock prices of Photovoltaic Power have rebounded, with GCL TECH (03800) rising by 6.67%. Institutions indicate that prices in the upstream of the Industry Chain have shown some recovery.
Jingwu Financial News | The stock prices of Photovoltaic Power have rebounded, with GCL TECH (03800) up 6.67%, IRICO NEWENERGY (00438) up 1.53%, XINYI SOLAR (00968) up 1.69%, XINYI ENERGY (03868) up 1.23%, and FLAT GLASS (06865) following suit. According to TrendForce, as of January 2025, upstream prices in the Industry Chain have warmed slightly, and component prices have remained stable, with ongoing market negotiations. In January, there were few domestic Photovoltaic project signings, commencements, and productions; however, the Industry's development has not stagnated, as domestic Photovoltaic companies continue to operate.
