Sinolink Securities: 'Destructive' innovation is the only way to break the current homogenization and internal loop of batteries and components.
In the context of severe product homogenization, differentiated products with significant cost-effectiveness advantages are almost the only way to break through the "crowding-out". By 2024, HJT and xBC technology industrialization have made rapid progress and are expected to lead the next cycle of battery technology iteration.
HK Stocks Concept Tracking | Multiple photovoltaic giants win bilion-dollar orders in Saudi Arabia! Increased demand for photovoltaics in the Middle East brings new opportunities for going global (concept stocks attached).
Recently, several photovoltaic giants have announced the establishment of joint ventures with Saudi Arabia to invest in photovoltaics and energy storage projects. As of now, the total order amount has reached hundreds of billions of yuan.
Everbright Securities: Soliciting opinions on the Revision of Normative Conditions for the Photovoltaic Manufacturing Industry, Guiding Technological Progress and Standardized Development of the Photovoltaic Industry.
The purpose of this revision is to further guide photovoltaic enterprises to reduce investment in photovoltaic manufacturing projects that simply expand production capacity, while further enhancing the requirements for project process technology and energy consumption management;
MIIT: Guide photovoltaic enterprises to reduce photovoltaic manufacturing projects that simply expand production capacity.
On July 9th, the Ministry of Industry and Information Technology solicited opinions on the draft of the "Normative Conditions for the Photovoltaic Manufacturing Industry (2024 Edition)" and the "Regulations for the Management of Announcement of Norms for the Photovoltaic Manufacturing Industry (2024 Edition)".
Energy giants are selling non-core assets, and refineries have become a favorite of csi commodity equity index traders.
Cash-rich commodity traders are acquiring refineries that energy giants are gradually abandoning.
Venture-Capital Investments In Carbon Tech Reached A Record Last Year -- Market Talk
Sustainability Column: How is the Chinese market for geothermal power generation, which Buffett is interested in?
The electric energy hidden underground is becoming a clean resource mine in the eyes of technology giants and conglomerates.
Jibang Consulting: The photovoltaic industry chain continues to reduce production and clear out inventory. The decision of post-SNEC manufacturers' production and scheduling is particularly crucial.
Due to downstream demand falling back and high silicon wafer inventory, coupled with the approach of Q2 financial reporting season, manufacturers face increased pressure to clear inventory, leading to relatively weak bargaining power for silicon wafer prices. It is expected that prices will remain low in the short term, with consolidation at low levels.
We Think Some Shareholders May Hesitate To Increase Solargiga Energy Holdings Limited's (HKG:757) CEO Compensation
Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
Singapore Widens Its Pool of Carbon Credits to Offset Emissions
Silicon Industry Branch: Polysilicon prices fall below costs and supply is expected to shrink
The Silicon Industry Branch issued an article stating that the current price of polysilicon has broken through the cash costs of all production companies, and silicon manufacturers are facing a situation where they lose money when sold.
Huatai Securities: PV equipment production capacity is already showing signs, focus on targets with strong business structure resilience and technology iteration benefits
As the penetration rate of new PV installations increases, it is expected that the growth rate of new installed capacity will gradually decline. Considering the “second-order” characteristics of equipment, downstream production expansion will slow down or even decline, but it is also expected to promote marginal improvements in the PV supply and demand pattern in all aspects of the PV industry chain and promote the clearance of production capacity in the main PV industry chain.
More and Faster: Electricity From Clean Sources Reaches 30% of Global Total
SOLARGIGA: ANNUAL REPORT 2023
China Drives Down Cost of Solar Power Development
New Energy Revitalizes China's Coal-mining Subsidence Areas
Sunshine Energy (00757.HK)'s revenue of 7.19 billion yuan in 2023 increased by about 4.7% year-on-year
Gelonghui, March 27, 丨 Sunshine Energy (00757.HK) announced that for the year ended December 31, 2023, the Group recorded annual revenue of about RMB 7.19 billion, an increase of about 4.7% over the previous year; it recorded an annual profit amount of about RMB 140 million from continuing operations. Compared with the annual loss of approximately RMB 135 million from continuing operations recorded for the year ended December 31, 2022, it turned significantly into a loss. Basic and diluted earnings of RMB 3.37 per share attributable to common shareholders of the parent company. Revenue growth is mainly due to an increase in the number of orders from existing customers and the opening of new customers
Sunshine Energy (00757) announced annual results. Profit attributable to shareholders of 112 million yuan decreased by 88.31% year-on-year
According to the Zhitong Finance App, Sunshine Energy (00757) announced its annual results for the year ended December 31, 2023. The group achieved continuous business revenue of 7.193 billion yuan (RMB, same below) during the period, an increase of 4.71% over the previous year; profit attributable to shareholders was 112 million yuan, a decrease of 88.31% year on year; basic profit per share was 3.37 points. According to the announcement, revenue growth was mainly due to an increase in orders from existing customers and successful development of new customers, which led to a continued significant increase in PV module shipments.
SOLARGIGA: ANNOUNCEMENT OF ANNUAL RESULTS FOR THE YEAR ENDED 31 DECEMBER 2023
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