The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.

The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.

cls.cn04:36 ET

china securities co.,ltd.: The bottom of the photovoltaic industry is basically confirmed, and the incremental certainty of the power equipment network is strong.

In Q3, the new energy sector saw a sharp decline in construction projects on a month-on-month basis, while the lithium battery and photovoltaic sectors stabilized their income and profit at the bottom, with demand remaining stable and supply contracting. Although many links still face the reality of supply-demand imbalance, the gross margin levels of photovoltaics, lithium batteries, and wind power are at historically low levels, but the dawn has already appeared.

Zhitong Finance18:35 ET

Chinese Solar Firms, Ever-nimble, Go Further Afield Where US Tariffs Don't Reach

The Edge MarketsNov 3 20:16 ET

Photovoltaic industry third quarter report inventory: which companies are ahead of the industry's "recovery"? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.

①AT&S, GCL System Integration Technology, jinkosolar, and Hengdian Group DMEGC Magnetics continued to have positive net income in the first three quarters, with JA Solar Technology achieving a net income of 0.39 billion yuan in Q3, significantly exceeding market expectations; ② The losses in the polysilicon and silicon wafer segments continue, and many leading companies face the risk of their first annual performance loss after going public; ③ Leading companies suggest industry consolidation by raising technical and quality standards to achieve industry self-regulation.

cls.cnOct 31 09:32 ET

EqualOcean Hong Kong Stock Early Knowing | Six Departments Accelerate the Construction of Large Wind Power and Photovoltaic Bases. Byd Company (01211) third-quarter net profit attributable to the mother is 11.607 billion yuan.

On October 30, Li Ka-shing and Li Zeju reduced their shareholding in Postal Savings Bank of China (01658) by 20.153 million shares, with a price per share of 4.6294 Hong Kong dollars, totaling approximately 93.2963 million Hong Kong dollars. The latest number of shares held after the shareholding reduction is approximately 1.186 billion shares, with the latest shareholding percentage at 5.97%.

Zhitong FinanceOct 30 19:41 ET

Hong Kong stock concept tracking | The country vigorously implements wind power as a replacement for renewable energy with strong support from the government. Wind power companies are expected to see a turnaround in their predicament (with related concept

On October 30, the National Development and Reform Commission and other departments strongly support the comprehensive improvement of wind power supply capacity through the vigorous implementation of renewable energy substitution.

Zhitong FinanceOct 30 19:25 ET