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Do Fuyao Glass Industry Group's (SHSE:600660) Earnings Warrant Your Attention?
[Brokerage Focus] UBS Group holds a cautious attitude towards domestic auto demand in the first quarter of next year, favoring emerging electric vehicle brand Auto Parts suppliers.
Jinwu Financial News | UBS Group stated that as 2024 comes to a close, investors are increasingly discussing automotive demand and price reductions for 2025. The bank holds a cautious outlook on domestic automotive demand for the first quarter of 2025, even though the current incentives for scrapping electric vehicles/plug-in hybrid vehicles (EV/PHEV) may extend into 2025. Compared to joint ventures and overseas suppliers, the bank prefers to choose Auto Parts suppliers associated with emerging electric vehicle brands. Regarding the potential impact of USA tariffs, it is expected that cost-sharing and capacity allocation will partially offset the impact, with broad capacity and leading production.
Pacific Securities: A reversal in the photovoltaic Industry is imminent. Pay attention to three directions.
The Research Reports from The Pacific Securities indicate that with continuous breakthroughs in new markets and new technologies, a new cycle of price parity in solar storage is accelerating its onset, and a reversal in the photovoltaic Industry is imminent, suggesting attention to three directions.
China Automotive Smart Glass Research Report 2024, Featuring Fuyao Glass, AGC, NSG, Saint-Gobain, Xinyi Glass, Shanghai Yaohua Pilkington Glass (SYP Glass), Ambilight, J1 AI Glass and BOE - ResearchAndMarkets.com
Fuyao Glass Industry Group Co., Ltd.'s (SHSE:600660) Price Is Right But Growth Is Lacking
China's Solar Industry Looks to OPEC for Guide to Survival