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The three major indices of the Hong Kong stock market continue to rise, with Banks and Semiconductors stocks performing brilliantly.
① How do the Institutions view the subsequent trends of Hong Kong stocks? ② What is the reason for the significant rise of WUXI XDC today?
"Is the 'anti-involution' effective? The Hong Kong stock market's photovoltaic Sector rebounds as prices across the Industry Chain rise ahead of the Spring Festival."
① The Hong Kong stock market's photovoltaic Sector is rebounding strongly; what recent Bullish factors are worth paying attention to? ② As the Spring Festival approaches, Industry Chain prices are rising widely; how do Institutions view the sustainability?
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
Sinolink: Photovoltaic Glass supply is expected to remain low in the short term, and a price turning point can be anticipated after the holiday.
Sinolink's Research Reports indicate that 1) the supply of Photovoltaic Glass is expected to remain low in the short term, and may even decrease further, with a price turning point anticipated after the holiday. January and February are the traditional off-peak season for module demand, and the suspension of Logistics during the Spring Festival affects the transactions of Photovoltaic Glass. During the Spring Festival, industry inventory typically increases to some extent; against the backdrop of intensified Operation and inventory pressure, it is expected that there will be room for further cold repairs of old small kilns and kilns of tail-end enterprises under significant operational pressure. 2) The willingness and ability of second- and third-tier enterprises to resume production are both weak, and the pace of cold repair capacity resumption is controllable.
China Securities Co.,Ltd.: The demand for green electricity in AI Datacenters is expected to bring additional doubling space for the Energy Storage Industry Chain within three years.
Datacenters open up further growth space for light storage, and the pairing of datacenters with storage is expected to become an industry trend. It is recommended to pay attention to competitive leading energy storage system suppliers and energy storage PCS manufacturers.
Hong Kong stocks movement | Solar energy stocks warmed up in the morning, with multiple links in the Industry Chain experiencing price increases. Institutions state that the basic situation of the Industry is at an upward turning point at the bottom.
In the morning session, solar stocks are rebounding. As of publication, XINYI SOLAR (00968) is up 3.82%, trading at HKD 3.26; GCL TECH (03800) is up 3.7%, trading at HKD 1.12; FLAT GLASS (06865) is up 3.46%, trading at HKD 11.96; XINYI ENERGY (03868) is up 1.32%, trading at HKD 0.77.
