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Huachuang Securities: In March, the production schedule for Battery Packs increased significantly, and new orders for Photovoltaic Glass saw price hikes.
After the holiday, the demand starts to surge along with the rush installation demand, leading to an over 20% month-on-month increase in the production schedule of the Battery Pack in March; in March, the new order price of Photovoltaic Glass is expected to increase, potentially driving the recovery of profitability in this sector.
Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
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.
[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.
