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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.
In the photovoltaic product price war, longi green energy technology's new product is priced 0.1 yuan/W higher than its competitors. | Industry News
1. In the established pricing scheme in china, longi green energy technology's new product HPBC2.0 will be priced higher than competitors by 0.1 yuan/W, initial investment for 1MW will increase by around 0.1 million yuan; 2. The overall component prices are still declining. The company believes that product pricing is associated with value, downstream customers will pay more attention to efficiency and reliability when choosing products.
Insurance funds are accelerating portfolio adjustments, ping an insurance-related private equity funds plan to reduce shareholding in two gem companies, at least 6 listed companies in this round of market have been reduced by insurance funds.
①CIMC Vehicles and Range Intelligent Computing Technology Group, two gem companies, disclosed on the same day that they are expected to be reducing their holdings by multiple private equity fund shareholders, all of whom are related to Ping An Insurance. ②Recently, insurance funds have accelerated their portfolio adjustments, with at least six A-share companies being targeted for shareholding reduction in this round of market trends. ③On October 9th, several leading insurance companies made statements, stating that they will further leverage the role of the capital markets as a "stabilizer" and "booster".
What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.
①Shanghai Stock Exchange: From October 8th, the acceptance time for designated trading order instructions will be extended; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②Hong Kong stocks are booming with a high increase in the number of new brokerage accounts and margin trading data within the past week; Many places have introduced optimized policies for real estate, and the market has responded positively.
Maximum of 6 billion! kweichow moutai proposes to buy back shares, implementing repurchase for the first time in 23 years since listing.
①The purpose of repurchasing shares is for cancellation and reduction of the company's registered capital. ②The repurchase price of shares shall not exceed 1795.78 yuan per share (inclusive).
Ping An Insurance's Xie Yonglin: Insurance capital is a prerequisite for becoming patient capital, and industry reform and innovation are still needed to enhance the long-term investment quality and effectiveness.
In Xie Yonglin's view, "long cycle", "high stability" and "large scale" are the three important characteristics of insurance funds, which also constitute the prerequisites for patient capital. Compared with other patient capital, the actual use of insurance funds also faces three major challenges.