Sinolink: Photovoltaic Glass supply is expected to remain low in the short term, and a price turning point can be anticipated after the holiday.

Sinolink's Research Reports indicate that 1) the supply of Photovoltaic Glass is expected to remain low in the short term, and may even decrease further, with a price turning point anticipated after the holiday. January and February are the traditional off-peak season for module demand, and the suspension of Logistics during the Spring Festival affects the transactions of Photovoltaic Glass. During the Spring Festival, industry inventory typically increases to some extent; against the backdrop of intensified Operation and inventory pressure, it is expected that there will be room for further cold repairs of old small kilns and kilns of tail-end enterprises under significant operational pressure. 2) The willingness and ability of second- and third-tier enterprises to resume production are both weak, and the pace of cold repair capacity resumption is controllable.

Gelonghui Finance19:42 ET

Analysis of Stock Holdings in Connect | January 14

Analysis of Hong Kong Stock Connect holdings | January 13, 2025

Zhitong Finance19:30 ET

Analysis of holdings in the Stock Connect for Hong Kong stocks | January 13.

Analysis of Hong Kong Stock Connect Holdings | January 10, 2025

Zhitong FinanceJan 12 19:30 ET

China Securities Co.,Ltd.: The demand for green electricity in AI Datacenters is expected to bring additional doubling space for the Energy Storage Industry Chain within three years.

Datacenters open up further growth space for light storage, and the pairing of datacenters with storage is expected to become an industry trend. It is recommended to pay attention to competitive leading energy storage system suppliers and energy storage PCS manufacturers.

Zhitong FinanceJan 12 18:41 ET

Analysis of Zhitong Hong Kong Stock Connect Shareholding | January 10

Analysis of Hong Kong Stock Connect holdings | January 9, 2025

Zhitong FinanceJan 9 19:30 ET

Hong Kong stocks movement | Solar energy stocks warmed up in the morning, with multiple links in the Industry Chain experiencing price increases. Institutions state that the basic situation of the Industry is at an upward turning point at the bottom.

In the morning session, solar stocks are rebounding. As of publication, XINYI SOLAR (00968) is up 3.82%, trading at HKD 3.26; GCL TECH (03800) is up 3.7%, trading at HKD 1.12; FLAT GLASS (06865) is up 3.46%, trading at HKD 11.96; XINYI ENERGY (03868) is up 1.32%, trading at HKD 0.77.

Zhitong FinanceJan 6 21:11 ET