Sinolink Securities: 'Destructive' innovation is the only way to break the current homogenization and internal loop of batteries and components.

In the context of severe product homogenization, differentiated products with significant cost-effectiveness advantages are almost the only way to break through the "crowding-out". By 2024, HJT and xBC technology industrialization have made rapid progress and are expected to lead the next cycle of battery technology iteration.

Zhitong Finance22:01 ET

State Development and Reform Commission: By 2025, the first batch of coal-fired power low-carbon renovation and construction projects will all start, and a batch of coal-fired low-carbon power generation technologies will be transformed and applied.

Officials of the National Development and Reform Commission answered questions from reporters regarding the "Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power Plants (2024-2027)."

Zhitong FinanceJul 17 04:14 ET

HK Stocks Concept Tracking | Multiple photovoltaic giants win bilion-dollar orders in Saudi Arabia! Increased demand for photovoltaics in the Middle East brings new opportunities for going global (concept stocks attached).

Recently, several photovoltaic giants have announced the establishment of joint ventures with Saudi Arabia to invest in photovoltaics and energy storage projects. As of now, the total order amount has reached hundreds of billions of yuan.

Zhitong FinanceJul 16 19:48 ET

The National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Generation (2024-2027).

On July 16th, the National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power Plants (2024-2027).

Zhitong FinanceJul 15 23:09 ET

GF Sec: Affordable prices are getting closer, and electricity reform and consumption are leading a new round of better-than-expected results.

Under the current electricity pricing system, it is difficult to achieve complete parity for photovoltaic power generation with energy storage; the difficulty is even greater for high-cost overseas implementation. However, as technology efficiency improves and costs decrease, the increase in photovoltaic-to-storage ratio will still be a key factor in new rounds of demand exceeding expectations.

Zhitong FinanceJul 12 03:20 ET

Everbright Securities: Soliciting opinions on the Revision of Normative Conditions for the Photovoltaic Manufacturing Industry, Guiding Technological Progress and Standardized Development of the Photovoltaic Industry.

The purpose of this revision is to further guide photovoltaic enterprises to reduce investment in photovoltaic manufacturing projects that simply expand production capacity, while further enhancing the requirements for project process technology and energy consumption management;

Zhitong FinanceJul 10 03:52 ET