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The National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Generation (2024-2027).
On July 16th, the National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power Plants (2024-2027).
GF Sec: Affordable prices are getting closer, and electricity reform and consumption are leading a new round of better-than-expected results.
Under the current electricity pricing system, it is difficult to achieve complete parity for photovoltaic power generation with energy storage; the difficulty is even greater for high-cost overseas implementation. However, as technology efficiency improves and costs decrease, the increase in photovoltaic-to-storage ratio will still be a key factor in new rounds of demand exceeding expectations.
Triumph New Energy Forecasts Loss in H1
Triumph New Energy (HKG:1108) forecasts it will swing to a loss of between 46.7 million yuan and 57.3 million yuan in the first half from a profit of 166.9 million yuan in the year-ago period,
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;
Triumph New En's performance forecast for the first half of 2024.
Triumph New Energy: Anticipated Underperformance and Deteriorating Margins Prompt Hold Rating
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104054975 : there are rooms to increase to $10
104054975 : ramping up now