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The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.
The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.
Hong Kong stocks abnormal movement | Photovoltaic stocks collectively declined, the market believes that Trump coming to power is unfavorable for the cecep solar energy industry
Trump's election as the President of the United States is believed to be unfavorable for the cecep solar energy industry. The next night, many solar energy stocks in the USA plummeted, dragging down the photovoltaic stocks in the Hong Kong stock market today.
china securities co.,ltd.: The bottom of the photovoltaic industry is basically confirmed, and the incremental certainty of the power equipment network is strong.
In Q3, the new energy sector saw a sharp decline in construction projects on a month-on-month basis, while the lithium battery and photovoltaic sectors stabilized their income and profit at the bottom, with demand remaining stable and supply contracting. Although many links still face the reality of supply-demand imbalance, the gross margin levels of photovoltaics, lithium batteries, and wind power are at historically low levels, but the dawn has already appeared.
[Brokerage Focus] First Shanghai maintains a buy rating on GCL Tech (03800), indicating that its third-quarter performance has bottomed out and stabilized.
Jingu Financial News | First Shanghai issued a research report, GCL Tech (03800) reported a shareholder net loss of approximately 2.97 billion yuan in the first three quarters, with a quarterly loss of approximately 1.49 billion yuan, mainly due to a significant year-on-year decrease in the average prices of silicon materials and silicon wafers. The shareholder net profits for the first three quarters were 0.033 billion yuan/-1.512 billion yuan/-1.492 billion yuan respectively, with performance in the quarter stabilizing.
Hong Kong stock market anomaly | GCL Tech (03800) rose nearly 5% at the end of the day, with the continuous reduction of cash costs for polycrystalline silicon, the product's competitive advantage is expected to be further highlighted.
gcl tech (03800) rose nearly 5% at the close, as of the deadline, up 3.64%, at 1.71 Hong Kong dollars, with a turnover of 0.998 billion Hong Kong dollars.
Brokerage Focus: Yongxing Securities maintains a "buy" rating on GCL Tech (03800), bullish on its continuous decline in polysilicon costs and quality improvement.
Kingwuu Finance | Yongxing Securities issued research reports stating that gcl tech (03800) released its third quarter 2024 business update, with an unaudited attributable loss of -1.492 billion yuan in the third quarter of 2024, and an unaudited attributable loss of approximately 2.971 billion yuan for the first three quarters of 2024. Cash costs continue to decrease, and the rebound in capacity utilization is expected to drive costs lower. The bank believes that after the implementation of carbon tariffs/carbon emission-related policies, the low-carbon advantages of granular silicon will be highlighted, and the product's competitive advantages will be further emphasized.
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