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Citic Securities: The construction of a new electrical utilities system promotes the sustainable development of the power grid. It is expected that the investment growth rate of the power grid in 2025 will maintain double-digit growth.
In 2025, electrical utilities construction will continue to focus on the long-term requirements of "dual carbon" transformation and the construction of new power systems, continuing the trend of balancing the main grid and the distribution side of electrical utilities.
Both supply and demand are expected to decrease. The industry predicts that the price of photovoltaic glass will mainly stabilize in the short term. | Industry Observation
①The photovoltaic glass continues the previous downturn trend, with major manufacturers taking price increase actions, but the upward support is insufficient, and short-term price stability is expected to be the main focus; ②Leading companies indicate that the top two leading positions are still stable, including looking into the future, the change in market structure will not be significant.
China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.
china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.
Hong Kong stocks moving differently | Most solar stocks opened higher. The industry calls for strict prevention of "involution spillover" within the industry, as anti-involution competition continues to advance.
Most photovoltaic stocks opened higher. As of the time of writing, gcl tech (03800) rose 6.06%, trading at 1.4 Hong Kong dollars; xinte energy (01799) rose 2.84%, trading at 8.32 Hong Kong dollars; flat glass (06865) rose 3.51%, trading at 12.38 Hong Kong dollars; xinyi solar (00968) rose 2.22%, trading at 3.23 Hong Kong dollars.
China Logs 15% Rise in Installed Power Generation in January-October
Zhizhong Hong Kong stocks early knowledge | Ministry of Industry and Information Technology: Guide photovoltaic companies to reduce purely capacity expansion photovoltaic manufacturing projects. nvidia (NVDA.US) fell by as much as 5% after earnings.
On November 20, the Ministry of Industry and Information Technology issued a notice revising the "Specification Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Management of Announcements for the Photovoltaic Manufacturing Industry".
