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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.
Hong Kong stocks anomaly | Xinte Energy (01799) fell more than 3%, expected to lose more than 78 million yuan in the first half of the year, and silicon material inventory remains high.
Xinte Energy (01799) fell more than 3%. At the time of publication, it fell 3.18%, to HKD 7.61, with a transaction amount of HKD 6.2359 million.
[Brokerage Focus] Guoyuan International holds a rating for Xinte Energy (01799), waiting for the price of silicon materials to cross the bottom of the cycle.
Jingu Financial News | Guoyuan International Development Research points out that Xinte Energy (01799) announced a preliminary assessment and is expected to lose 780 million yuan to 950 million yuan in the first half of 2024, while making a profit of 4.759 billion yuan in the same period last year. During the period, the company's sales volume of polysilicon increased by 50% year-on-year, and the production cost of polysilicon decreased by about 30% year-on-year. However, due to changes in market supply and demand, the average selling price of polysilicon decreased significantly compared to the same period in 2023. The company's power station construction and operation business is steadily advancing, and the shipment volume of key equipment such as power inverters has achieved a substantial increase compared to the same period in 2023, but the above-mentioned business growth does not contribute much to the profit.
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.
The National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Generation (2024-2027).
On July 16th, the National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power Plants (2024-2027).
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