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China Galaxy Securities: New energy installations exceed thermal power, and the decline in thermal power generation is expanding.
During the interest rate down cycle, hydropower and Nuclear Power, which have strong dividend attributes, possess long-term allocation value, while Nuclear Power also has high long-term growth potential.
Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax
① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.
[Brokerage Focus] Agricultural Bank of China International: Global stock markets are generally down, and the financing limit for Hong Kong IPO subscriptions is ten times leverage.
Jinwu Finance | Agricultural Bank of China International released a Research Report pointing out that the Global financial markets and economic sectors have recently shown a complex and diverse situation. In the stock market, several major indices have performed unevenly. Data from March 21 shows that in the previous trading day, all three major indices of the USA stock market fell, with tariffs and trade disputes continuing to affect market sentiment. In the S&P 500 Index, the utilities and Energy indices led the gains, while the materials index had the biggest declines. The three major stock markets in Europe also dropped, with the DEGUODAXZHISHU leading the losses. The three Hang Seng indices also experienced a general downturn, with the Technology index leading the decline. Among the Hong Kong stock Industry indices, only the Energy and healthcare indices rose.
Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
GCL Technology: Executive Directors Have Taken Voluntary Reudction of Annual Remuneration in 2024, 2025 >3800.HK
GCL TECH (03800) issues a profit warning, expecting a loss attributable to Shareholders of approximately 4.8 billion yuan in the fiscal year 2024, reversing from profit to loss year-on-year.
GCL TECH (03800) announced that for the year ending December 31, 2024, ...
