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Chinese Solar Firms, Ever-nimble, Go Further Afield Where US Tariffs Don't Reach
Southbound funds net inflow of approximately 15.2 billion Hong Kong dollars this week: increased holdings of Xiaomi and GCL Tech, outflow from two companies starting with middle letter.
①Southbound funds traded approximately 341.2 billion Hong Kong dollars this week, which stocks saw inflows of funds? ②alibaba saw a cumulative inflow of approximately 5.8 billion Hong Kong dollars in the past 7 days, how is the stock price performance this week?
Everbright Securities: In 2025, the dawn of wind power and photovoltaics is emerging, and it is expected that the prosperity of energy storage and the grid will remain strong.
In 2024-2025, the certainty of the growth rate of the power grid sector is stronger, it can be used as a core sector for allocation, and the sector's performance growth can be gradually realized.
Photovoltaic power stocks weakened, Xinte Energy (01799) fell 9%. The USA ITC officially launched an investigation into TOPCon solar cells and modules.
金吾财讯 | Photovoltaic solar energy stocks weakened. As of the time of publication, Xinte Energy (01799) fell by 9%, GCL New Energy (00451) fell by 6.38%, flat glass (06865) fell by 6.06%, GCL Tech (03800) fell by 4.65%, Xinyi Solar (00968) fell by 2.76%. On the news front, according to China Trade Remedy Information Network, the United States International Trade Commission (ITC) voted on October 31 to initiate a 337 investigation into specific TOPCon solar cells, modules, panels, components, and downstream products. Central China Securities pointed out that the industry currently has excess capacity.
Photovoltaic industry third quarter report inventory: which companies are ahead of the industry's "recovery"? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.
①AT&S, GCL System Integration Technology, jinkosolar, and Hengdian Group DMEGC Magnetics continued to have positive net income in the first three quarters, with JA Solar Technology achieving a net income of 0.39 billion yuan in Q3, significantly exceeding market expectations; ② The losses in the polysilicon and silicon wafer segments continue, and many leading companies face the risk of their first annual performance loss after going public; ③ Leading companies suggest industry consolidation by raising technical and quality standards to achieve industry self-regulation.
Beishui Trend | Beishui's net buy of 2.683 billion, Beishui increased its position in Tencent (00700) by over 0.5 billion while continuing to sell CNOOC (00883).
On October 31, in the Hong Kong stock market, Beishui had a net purchase of 2.683 billion Hong Kong dollars, with a net purchase of 2.117 billion Hong Kong dollars through the Shanghai-Hong Kong Stock Connect and a net purchase of 0.566 billion Hong Kong dollars through the Shenzhen-Hong Kong Stock Connect.
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