No Data
No Data
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.
EqualOcean Hong Kong Stock Early Knowing | Six Departments Accelerate the Construction of Large Wind Power and Photovoltaic Bases. Byd Company (01211) third-quarter net profit attributable to the mother is 11.607 billion yuan.
On October 30, Li Ka-shing and Li Zeju reduced their shareholding in Postal Savings Bank of China (01658) by 20.153 million shares, with a price per share of 4.6294 Hong Kong dollars, totaling approximately 93.2963 million Hong Kong dollars. The latest number of shares held after the shareholding reduction is approximately 1.186 billion shares, with the latest shareholding percentage at 5.97%.
Hong Kong stock concept tracking | The country vigorously implements wind power as a replacement for renewable energy with strong support from the government. Wind power companies are expected to see a turnaround in their predicament (with related concept
On October 30, the National Development and Reform Commission and other departments strongly support the comprehensive improvement of wind power supply capacity through the vigorous implementation of renewable energy substitution.
Has the turning point arrived for the photovoltaic industry? Several component manufacturers claim prices are "market-oriented", industry insiders are calling for production reduction.
①PV module manufacturers' product prices seem to be on the rise, closely related to the initiative previously proposed by the China Photovoltaic Industry Association; ②Industry insiders believe that in the current situation of oversupply of similarly high-quality and efficient products, leading enterprises need to adjust their shipment plans, control production capacity, and avoid bidding below cost.
Photovoltaic power stocks across the board retreated, gcl tech (03800) fell by 8.2%. There may be profit-taking in the sector.
Jingu Finance News | Photovoltaic power sector experienced a collective pullback. As of the drafting of this article, GCL Tech (03800) dropped by 8.2%, Flat Glass (06865) dropped by 5.48%, GCL Newenergy (00451) dropped by 4.3%, Solargiga (00757) dropped by 3.42%, and Xinyi Energy (03868) dropped by 3.26%.
Green energy concept stocks are strong. Xinte Energy (01799) rose by 28.18%. Institutions believe that the earnings situation of green energy operators is expected to rebound from the bottom.
Jingu Wealth News | Green energy concept stocks were strong, Xinte Energy (01799) rose by 28.18%, Flat Glass (06865) rose by 11.97%, Goldwind Science & Technology (02208) rose by 5.64%, Xinyi Energy (03868) rose by 4.35%, CGN New Energy (01811) rose by 1.26%, ENN Energy (02688) rose by 1.21%. Huayuan Securities stated that on October 25th, the State Grid Corporation issued the "National Unified Electricity Market Development Plan Blue Book (Draft for Soliciting Opinions)" which provides a prospect and clear plan for the establishment of the national electricity market in China, planning for 2025.
No Data
No Data