01165 SFCE
- 0.031
- 0.0000.00%
SFCE News
Sinolink Securities: 'Destructive' innovation is the only way to break the current homogenization and internal loop of batteries and components.
In the context of severe product homogenization, differentiated products with significant cost-effectiveness advantages are almost the only way to break through the "crowding-out". By 2024, HJT and xBC technology industrialization have made rapid progress and are expected to lead the next cycle of battery technology iteration.
State Development and Reform Commission: By 2025, the first batch of coal-fired power low-carbon renovation and construction projects will all start, and a batch of coal-fired low-carbon power generation technologies will be transformed and applied.
Officials of the National Development and Reform Commission answered questions from reporters regarding the "Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power Plants (2024-2027)."
HK Stocks Concept Tracking | Multiple photovoltaic giants win bilion-dollar orders in Saudi Arabia! Increased demand for photovoltaics in the Middle East brings new opportunities for going global (concept stocks attached).
Recently, several photovoltaic giants have announced the establishment of joint ventures with Saudi Arabia to invest in photovoltaics and energy storage projects. As of now, the total order amount has reached hundreds of billions of yuan.
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;
MIIT: Guide photovoltaic enterprises to reduce photovoltaic manufacturing projects that simply expand production capacity.
On July 9th, the Ministry of Industry and Information Technology solicited opinions on the draft of the "Normative Conditions for the Photovoltaic Manufacturing Industry (2024 Edition)" and the "Regulations for the Management of Announcement of Norms for the Photovoltaic Manufacturing Industry (2024 Edition)".
Energy giants are selling non-core assets, and refineries have become a favorite of csi commodity equity index traders.
Cash-rich commodity traders are acquiring refineries that energy giants are gradually abandoning.
Venture-Capital Investments In Carbon Tech Reached A Record Last Year -- Market Talk
Photovoltaic power stocks are under pressure. Flat glass (06865) fell by 3.93% due to institutional concerns about overcapacity in photovoltaic manufacturing. The industry has entered a winter period.
Photovoltaic solar energy stocks were under pressure, with Sfce (01165) down 6.45%, Flat Glass (06865) down 3.93%, Xinyi Solar (00968) down 2.7%, Gcl Tech (03800) down 2.29%, and Fuyao Glass (03606) down 1.04%. According to a research report from Central China Securities, the financial pressure on companies caused by the oversupply of production capacity, excessive industry competition, product homogenization, and significant price declines in the photovoltaic manufacturing sector has become apparent. The industry has entered a winter period, with capacity clearance underway, but considering the industry adjustment time and the previous round of capital reserves.
Sustainability Column: How is the Chinese market for geothermal power generation, which Buffett is interested in?
The electric energy hidden underground is becoming a clean resource mine in the eyes of technology giants and conglomerates.
Sfce (01165): Xie Yun appointed as independent non-executive director.
SFCE (01165) announced that Tao Wenquan has resigned as a director due to the need to devote more time to personal affairs.
Jibang Consulting: The photovoltaic industry chain continues to reduce production and clear out inventory. The decision of post-SNEC manufacturers' production and scheduling is particularly crucial.
Due to downstream demand falling back and high silicon wafer inventory, coupled with the approach of Q2 financial reporting season, manufacturers face increased pressure to clear inventory, leading to relatively weak bargaining power for silicon wafer prices. It is expected that prices will remain low in the short term, with consolidation at low levels.
Photovoltaic power stocks are under pressure, Xinyi Glass (00868) fell 5.86%, and since the end of March, prices of polysilicon have dropped significantly.
Photovoltaic energy stocks are collectively under pressure, with SFCE (01165) falling 6.9%, Xinyi Glass (00868) falling 5.86%, irico newenergy (00438) falling 3.79%, GCL Tech (03800) falling 2.86%, Flat Glass (06865) falling 2.34%, and GCL Newenergy (00451) falling 2.27%.
Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
Singapore Widens Its Pool of Carbon Credits to Offset Emissions
Silicon Industry Branch: Polysilicon prices fall below costs and supply is expected to shrink
The Silicon Industry Branch issued an article stating that the current price of polysilicon has broken through the cash costs of all production companies, and silicon manufacturers are facing a situation where they lose money when sold.
Huatai Securities: PV equipment production capacity is already showing signs, focus on targets with strong business structure resilience and technology iteration benefits
As the penetration rate of new PV installations increases, it is expected that the growth rate of new installed capacity will gradually decline. Considering the “second-order” characteristics of equipment, downstream production expansion will slow down or even decline, but it is also expected to promote marginal improvements in the PV supply and demand pattern in all aspects of the PV industry chain and promote the clearance of production capacity in the main PV industry chain.
More and Faster: Electricity From Clean Sources Reaches 30% of Global Total
China Drives Down Cost of Solar Power Development
SFCE: 2023 Annual Report
New Energy Revitalizes China's Coal-mining Subsidence Areas
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