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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.
Flat Glass Group (601865.SH): The rise in Glass prices has a certain restorative effect on the company's profitability.
According to the interactive platform on March 5, Gelonghui reported that Flat Glass Group (601865.SH) stated that the increase in Glass prices has a certain restorative effect on the company's profitability.
Flat Glass Group (601865.SH): The company's upstream and downstream enterprises have not yet involved the direct application of AI technology in the photovoltaic industry.
On March 5, Gelonghui reported that Flat Glass Group (601865.SH) stated on the interactive platform that the company's main product is Photovoltaic Glass, with downstream customers being photovoltaic module factories. According to public information, the company's upstream and downstream enterprises have not yet involved AI technology in the direct application within the photovoltaic industry.
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.
