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Sinolink Securities: The change in the direction of the US presidential election resonates with the impending interest rate cuts, which is expected to drive the recovery of the new energy sector.
The shift in the direction of the US election may gradually become a less divisive and conflicting area in the party agendas regarding the attitude towards the energy industry.
How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.
①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.
The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.
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Public Companies Are Xinyi Energy Holdings Limited's (HKG:3868) Biggest Owners and Were Hit After Market Cap Dropped HK$413m
20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
Xinyi Energy (03868) fell by 38.80%, now trading at 0.710 yuan, hitting a 52-week low.
As of 11:46, xinyi energy (03868) fell by 38.80% compared to the previous closing price, now at 0.710 yuan, hitting a 52-week low; the trading volume was 2.189 million shares, with a turnover of 1.5593 million Hong Kong dollars.
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