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Hong Kong stock concept tracking | The implementation of photovoltaic quotas is imminent, and the prosperity of various segments in the photovoltaic industry is solidifying at the bottom (including concept stocks).
The main conference of the industry that the market is focusing on 'preventing internal cycle' will be held tomorrow afternoon (5th).
Direct hit on the 2024 annual conference of the photovoltaic industry: focusing on the Middle East and Africa markets. There are both opportunities and challenges for Chinese enterprises to "go global".
① Chinese new energy companies have four advantages in their process of entering the Middle East: the first is technological innovation and production capacity; the second is global layout and market expansion; the third is policy support and market demand; the fourth is cost and economic benefits. ② The African countries most suitable for Chinese photovoltaic investment include South Africa, Egypt, Rwanda, Zimbabwe, and Zambia.
Photovoltaic solar energy stocks rose against the market, xinte energy (01799) rose by 3.07%. Institutions pointed out that with the significant increase in industry access thresholds, the sector is expected to bottom out.
Kingwu Financial News | Photovoltaic solar stocks rose against the market, Xinte Energy (01799) rose by 3.07%, SFSY Energy (00750) rose by 3.08%, Xinyi Solar (00968) rose by 2.01%, Fuyao Glass (03606) rose by 1.44%, Xinyi Energy (03868) rose by 1.44%. On the news front, Central China Securities stated that the current downturn in photovoltaic product prices has lasted for more than two years, and the industry has entered a cyclical trough position. With a significant increase in industry entry barriers, the photovoltaic industry is expected to bottom out. Currently, the industry's PB valuation is at a historical low, maintaining an investment outlook of "outperforming the broader market".
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.
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