Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 6 19:12 ET

[Brokerage Focus] Zhongtai International maintains a "neutral" rating on XINYI SOLAR (00968) and expects significant improvement in FY25 performance.

Jinwu Financial News | Zhongtai International issued a Research Report indicating that XINYI SOLAR (00968) FY24 Shareholder Net income decreased by 73.8% year-on-year to 1.01 billion yuan (Renminbi, the same below), in line with the company's profit warning prediction of a 70%-80% decline. Due to the drop in Photovoltaic Glass prices, total revenue decreased by 9.3% year-on-year to 21.92 billion yuan, of which the revenue from Photovoltaic Glass decreased by 11.9% year-on-year to 18.82 billion yuan. Total gross margin and gross margin rate fell by 46.3% and 10.9 percentage points year-on-year to 3.47 billion yuan and 15.8%, respectively. The firm mentioned that four production lines in Wuhu, Anhui and Malaysia have started operation.

Jinwu Financial NewsMar 6 01:38 ET

Everbright: The demand for Photovoltaic Glass is improving, and the domestic antimony price center is expected to rise.

As China's antimony exports gradually resume, there is a Bullish outlook for the antimony price to rise.

Zhitong FinanceMar 5 20:45 ET

Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

cls.cnMar 5 19:26 ET

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.

Zhitong FinanceMar 4 20:38 ET

[Brokerage Focus] Jianyin International maintains a "Outperform" rating on XINYI SOLAR (00968), indicating that it may be among the first to benefit from the rebound in supply chain prices in the first half of the year.

Jinwu Financial News | Jianyin International's Research Reports indicate that XINYI SOLAR (00968) is expected to have a lackluster performance in the 2024 fiscal year due to the extremely low average selling price (ASP) of solar Glass. Excluding the impairment of solar Glass production facilities, inventory impairment, and other one-time items, the bank estimates its core profit will decline by 54% year-on-year, to 1.85 billion RMB. The bank noted that from the beginning of this year until now, XINYI SOLAR's inventory control has been better than expected. Due to the increase in module production and customers anticipating a rise in glass prices later this quarter, there has been no inventory backlog during the Spring Festival holiday.

Jin Wu Financial NewsMar 4 02:22 ET