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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.
[Special Guest V] Deng Shengxing: Trump wins the US election, market concerns about deteriorating US-China relations.
KingWu Financial News | Hang Seng Index closed at 20538 on Wednesday (6th), down 468 points or 2.2%; the market's total daily turnover was 216.8 billion yuan. The Hang Seng Index fell by 193 points or 2.6% to 7363. The technology sector fell by 119 points or 2.5% to 4574. The mainland stock market turned from rise to fall, with the sse composite index closing at 3383, down 3 points; the csi 300 index fell by 0.5%. Trump's election, the market is concerned about the negative impact on the cecep solar energy industry, causing solar stocks to decline. Flat Glass (06865) dropped by 5.4%; bitcoin reached a new high, with bitcoin ETFs also surging, and Huaxia Bitcoin (03042) soaring by 6.9%.
HK stock market anomaly | Solar stocks plummeted in early trading, Trump's victory may reduce green energy subsidies in the USA, institutions say the industry chain still needs to be cleared and resolved.
Photovoltaic stocks plummeted in the morning session. As of the time of publication, Xinte Energy (01799) fell by 5.22% to HK$9.07; Xinyi Solar (00968) fell by 5.19% to HK$3.47; flat glass (06865) fell by 4.97% to HK$12.98; Fuyao Glass (03606) fell by 1.16% to HK$55.3.
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.
China Galaxy Securities: Marginal improvement in wind power in October, actively seizing allocation opportunities.
The global demand for electrical utilities continues to grow due to economic recovery and the rapid development of AI, overlaid with the integration of new energy sources and the demand for electrical grid upgrades, electrical equipment companies going overseas are expected to fully benefit.
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