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We Think Xinyi Solar Holdings (HKG:968) Is Taking Some Risk With Its Debt
China Galaxy Securities: New energy installations exceed thermal power, and the decline in thermal power generation is expanding.
During the interest rate down cycle, hydropower and Nuclear Power, which have strong dividend attributes, possess long-term allocation value, while Nuclear Power also has high long-term growth potential.
Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax
① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.
Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
Hong Kong Stock Concept Tracking | The rush for installations in the Photovoltaic Industry leads to improvement in the Photovoltaic Glass market (including concept stocks).
Starting from March, the Photovoltaic Glass market has significantly improved, with prices rising sharply.
Xinyi Solar Gets Approval for Up To 3 Billion Yuan Panda Bonds Issuance
李欧 : Hold until now in October 2024.
加油 一定行 李欧 : Have you made a profit.
李欧 加油 一定行 : Not yet, hahahaha.
COWmustMoo OP : not yet profit..u must have bought at a very high price.. it was used to 8-20 dollar
李欧 COWmustMoo OP : At a price of 3.90.