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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".
Citic Securities: The construction of a new electrical utilities system promotes the sustainable development of the power grid. It is expected that the investment growth rate of the power grid in 2025 will maintain double-digit growth.
In 2025, electrical utilities construction will continue to focus on the long-term requirements of "dual carbon" transformation and the construction of new power systems, continuing the trend of balancing the main grid and the distribution side of electrical utilities.
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.
Hong Kong stocks are moving differently | The photovoltaic stocks are generally rising, and the industry's "self-discipline" symposium is convened again, with the industry chain supply and demand relationship expected to accelerate improvement.
Photovoltaic stocks generally rose, as of the time of publication, flat glass (06865) increased by 6.42%, closing at 13.6 Hong Kong dollars; gcl tech (03800) rose by 5%, closing at 1.47 Hong Kong dollars; xinyi solar (00968) rose by 4.86%, closing at 3.45 Hong Kong dollars.
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.
