No Data
Photovoltaic Power stocks rose overall, FUYAO GLASS (03606) increased by 3.11%. Institutions expect that this year's photovoltaic installed capacity is likely to maintain a steady but slight increase.
Jinwu Financial News | Photovoltaic Power stocks rose sharply, FUYAO GLASS (03606) increased by 3.11%, XINYI GLASS (00868) increased by 2.25%, XINTE ENERGY (01799) increased by 1.8%, XINYI ENERGY (03868) increased by 1.28%. According to reports from CCTV News, it has been learned from the Southern Power Grid that the construction of the new type of electrical utilities system in the southern region is accelerating. Currently, the total installed capacity of new energy in Guangdong, Guangxi, Yunnan, Guizhou, and Hainan has exceeded 0.2 billion kilowatts. As of now, the total installed capacity of new energy in the Southern Power Grid operation area has reached 0.202 billion kilowatts, accounting for 3% of the total installed capacity of various power sources.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
The Hong Kong stock market's photovoltaic Sector has seen a widespread decline, with several leading stocks dropping over 6%. The price inflection point in the Industry Chain has not yet become apparent.
① Why has the market expectation weakened for the short-term correction of the Hong Kong stock photovoltaic Sector? ② After the holiday, the price turning point of the photovoltaic Industry Chain has not yet appeared, what do the Institutions think?
Hong Kong stocks fluctuated | Photovoltaic stocks fell across the board as new policies for the New energy Fund come into effect, which may change the investment return rates for New energy projects.
All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) dropped by 3.87%, trading at 3.48 HKD; FLAT GLASS (06865) fell by 3.65%, trading at 12.66 HKD; XINYI GLASS (00868) declined by 2.02%, trading at 7.29 HKD; XINTE ENERGY (01799) decreased by 2.05%, trading at 7.64 HKD.
Hong Kong stock Concept tracking | New energy Fund project grid electricity quantity will generally all enter the Electrical Utilities market. Institutions are Bullish on the upward trend of the photovoltaic bottom (with related stocks attached).
Two departments: The electrical quantity of new energy projects going online will in principle enter the electrical utilities market entirely, with the online electricity price formed through market trading.
GTJA: The current photovoltaic Sector is already at the expected bottom position, and the Industry's fundamentals are stabilizing at the bottom.
GTJA Research Reports indicate that the current photovoltaic Sector has reached an expected bottom position, with the Industry's fundamentals stabilizing at the bottom. Positive changes on the supply side are happening, and the expectations for future industry prosperity and supply-demand improvements are continuously rising. Opportunities in the Sector are expected to emerge, maintaining a Shareholding rating for the Industry.
