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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.
SDHS new energy (01250.HK): Fitch Ratings has assigned the company an ESG entity rating of "2".
On July 19th, Glory Times reported that SDHS New Energy (01250.HK) announced that on July 18, 2024, Fitch Evergreen Sustainable Assessment Limited ("Fitch Evergreen") confirmed that the company's environmental, social, and governance main body rating (rating level from "1" to "5" main body rating, "1" being the best) for "2" and a main body score of 75 points, and all environmental, social, and corporate governance indicators were rated as "good". It reflects the company's good ESG performance and has integrated ESG considerations into its business, strategy, and management, helping the company's business and management innovation. Fitch Evergreen believes that the
Shandong Hi-Speed's 2 ESG Entity Rating From Sustainable Fitch Affirmed
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;
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