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Another meeting today! Leading the photovoltaic industry to discuss pricing mechanisms. The upstream has stabilized, but the downtrend of components has not stopped.
①China Photovoltaic Industry Association held a symposium to prevent industry vicious competition and early resolve overcapacity; ②Such meetings have been held many times, but the effectiveness is good. At present, the decline in component prices has not stopped, and the industry expects more specific production reduction plans.
Wind rises in offshore photovoltaics: Component reliability further validated, nearly 30GW projects planned domestically | Industry News
①Currently, the offshore photovoltaic projects under construction or planned have reached around 30GW, offshore photovoltaics are expected to become an important force for China to achieve energy-saving and carbon reduction goals and steadily realize the goal of carbon neutrality; ②The reliability of components is an important test for the promotion of offshore photovoltaics, double-layer coating, sealed junction boxes, etc., ensuring the stable operation of offshore power stations.
Target: 5-minute full charge! Global battery manufacturers compete: Ningwang leads, Korean companies vow to catch up.
①In the increasingly fierce electric vehicle racing field in recent years, which company can now take the lead in alleviating consumers' "range anxiety", perhaps who can seize the opportunity. ②Now, many Asian battery manufacturers are competing to develop a new generation of electric vehicle "super fast charging" batteries, which are expected to make the charging speed of electric vehicles as fast as refueling gasoline or diesel vehicles:
Policy support + market demand dual drive, institutions believe that the investment in the hydrogen energy sector will usher in a window of opportunity.
①The 2024 China Hydrogen Energy Industry Conference will be held at the Qiaoshan Cultural Center in Nanhai, Foshan on October 18. ②huaan Securities pointed out that looking forward to the second half of 2024, policy support and subsidy incentives will be further implemented, green hydrogen projects are expected to accelerate landing, and the bidding scale of electrolyzer is expected to reach 3-4GW. The hydrogen sector investment is about to enter a window of opportunity.
Hong Kong stock unusual movement | sfce (01165) soared more than 46% at the close, as electrical utilities system reform continues to deepen. The downward interest rates help boost the performance of electrical utilities operators.
sfce (01165) surged more than 46% at the close, up 40% as of the time of publication, at HK$0.042, with a turnover of HK$3.2569 million.
Hong Kong stock concept tracking | Before the National Day holiday, the prices of the photovoltaic industry chain remained stable, and after sufficient industry chain adjustments, the bottom was formed for an upward trend (including concept stocks).
Photovoltaic supply-demand imbalance, effective clearance signals are expected to appear in the first half of 2025.
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