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Tianfeng: Bullish on new technologies in the photovoltaic industry and the direction of supply-side reforms, with a focus on recommending global energy storage leaders.
It is highly recommended to focus on companies that have already established a presence in the Asia, Africa, and Latin America markets, which are expected to achieve performance elasticity by following the incremental market in these regions. One characteristic of the solar energy storage market in the USA is an excellent competitive landscape and strong profitability.
The short-term emergence of the new energy sector in the Hong Kong stock market, with photovoltaic and lithium battery production in March showing month-on-month increases.
① The short-term surge in the Hong Kong stock market's New energy Fund sector, which stocks are attracting the most investor attention? ② The production scheduling of photovoltaic lithium batteries shows a month-on-month increase in March, how strong is the demand recovery?
Hong Kong stocks are moving | Solar energy stocks rose broadly in the morning session. Multiple ministries jointly voiced against negative competition in the solar energy sector. Institutions stated that if policies exceed expectations, there will be cons
In the early trading session, solar stocks saw a general rise. As of the time of writing, XINYI ENERGY (03868) rose by 26.25%, reported at HKD 1.01; XINYI SOLAR (00968) rose by 12.46%, reported at HKD 3.7; XINTE ENERGY (01799) rose by 8.25%, reported at HKD 7.61; FLAT GLASS (06865) rose by 8.24%, reported at HKD 14.44.
Some Photovoltaic Power stocks are under pressure, FLAT GLASS (06865) fell by 3.12%. Industry associations predict that this year's new photovoltaic installations may decline year-on-year.
Jinwu Financial News | Some Photovoltaic Power stocks are under pressure, SOLARGIGA (00757) fell by 3.85%, FLAT GLASS (06865) fell by 3.12%, XINYI SOLAR (00968) fell by 2.24%, XINTE ENERGY (01799) fell by 1.74%, and GCL TECH (03800) fell by 1.55%. On the news front, at the seminar reviewing the development of the Industry in 2024 and outlook for 2025, the China Photovoltaic Industry Association predicted that China's new installed capacity in Photovoltaic will reach 215-255 GW in 2025. In 2024, the new installed capacity in China will be 277.5.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.
① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.
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