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Everbright: The demand for Photovoltaic Glass is improving, and the domestic antimony price center is expected to rise.
As China's antimony exports gradually resume, there is a Bullish outlook for the antimony price to rise.
Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
Tianfeng: Bullish on new technologies in the photovoltaic industry and the direction of supply-side reforms, with a focus on recommending global energy storage leaders.
It is highly recommended to focus on companies that have already established a presence in the Asia, Africa, and Latin America markets, which are expected to achieve performance elasticity by following the incremental market in these regions. One characteristic of the solar energy storage market in the USA is an excellent competitive landscape and strong profitability.
FUYAO GLASS (03606.HK) plans to hold a Board of Directors meeting on March 18 to approve the annual performance.
Glory Network, March 4丨FUYAO GLASS (03606.HK) announced that the Board of Directors will hold a meeting on March 18, 2025 (Tuesday) to consider and approve (including other matters) the company and its subsidiaries' annual performance for the year ending December 31, 2024, and the proposed distribution of the annual dividend (if any).
FUYAO GLASS: DATE OF BOARD MEETING
[Brokerage Focus] CITIC SEC: Looking positively at the photovoltaic Sector from four dimensions. It is recommended to pay attention to leading enterprises that drive technological advancements and the Industry Chain, among others.
CITIC SEC believes that the photovoltaic Sector is worth paying special attention to, and the firm is optimistic about the photovoltaic Sector from four dimensions: Industry Chain prices, Industry demand expectations, supply-side policies, and changes in industry details.
102884128 : getting disappointed with this counter. every day drop.