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Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
The Hong Kong stock market's photovoltaic Sector has seen a widespread decline, with several leading stocks dropping over 6%. The price inflection point in the Industry Chain has not yet become apparent.
① Why has the market expectation weakened for the short-term correction of the Hong Kong stock photovoltaic Sector? ② After the holiday, the price turning point of the photovoltaic Industry Chain has not yet appeared, what do the Institutions think?
Hong Kong stocks fluctuated | Photovoltaic stocks fell across the board as new policies for the New energy Fund come into effect, which may change the investment return rates for New energy projects.
All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) dropped by 3.87%, trading at 3.48 HKD; FLAT GLASS (06865) fell by 3.65%, trading at 12.66 HKD; XINYI GLASS (00868) declined by 2.02%, trading at 7.29 HKD; XINTE ENERGY (01799) decreased by 2.05%, trading at 7.64 HKD.
GTJA: The current photovoltaic Sector is already at the expected bottom position, and the Industry's fundamentals are stabilizing at the bottom.
GTJA Research Reports indicate that the current photovoltaic Sector has reached an expected bottom position, with the Industry's fundamentals stabilizing at the bottom. Positive changes on the supply side are happening, and the expectations for future industry prosperity and supply-demand improvements are continuously rising. Opportunities in the Sector are expected to emerge, maintaining a Shareholding rating for the Industry.
Brokerage Morning Meeting Highlights: DeepSeek continues to catalyze, focus on core Industry Chain investment opportunities.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that DeepSeek continues to catalyze, focusing on core Industry Chain investment opportunities; Tianfeng stated that after the good start, attention should be paid to three major investment directions; GTJA believes that the current photovoltaic Sector is already at an expected bottom position.
CITIC SEC: Crude Oil Product prices may reach a turning point in supply and demand relations, with the overall investment safety margin in the Chemical Sector being relatively high.
In 2025, the energy and chemical industries still face significant challenges amidst increasing uncertainty in domestic and foreign policies.
