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The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.
Track the entire lifecycle of the main sector.
CINNO Research: In the first half of the year, China's new energy industry investment reached 2.1 trillion yuan, a 57% year-on-year decrease.
According to the statistics from CINNO Research, the total investment in China's (including Taiwan) new energy projects from January to June 2024 reached 2.1 trillion RMB, a decrease of 57.1% compared to the same period last year.
Minsheng Securities: The overall performance of the electric new sector is under pressure. Pay attention to investment opportunities from the dual perspective of supply and demand.
The photovoltaic sector achieved a total revenue of 551.355 billion yuan in 24H1, a year-on-year decrease of 18.30%; the net income attributable to the mother was 3.216 billion yuan, a year-on-year decrease of 95.49%, and the decrease in profit was mainly due to the fact that the main chain enterprises were basically in a loss state.
We Think Some Shareholders May Hesitate To Increase Central Development Holdings Limited's (HKG:475) CEO Compensation
Guosheng Securities: Domestic photovoltaic demand hits bottom and rebounds, targeting high premium markets in the Middle East and overseas
Growth remains an important support factor in this round of the photovoltaic downturn cycle.
Huaan securities: the extreme interpretation of the photovoltaic "cyclical property", or has entered the last stage of the downward cycle.
Currently, the photovoltaic sector is more focused on the stabilization and rebound of β. Production, demand, clearance, and price exploration for future market stimulation points. Subsequent positive factors will gradually accumulate in the sector.
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