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Denon Securities: Focus on the overall valuation improvement opportunities in the photovoltaic market. Fundamental improvement is the icing on the cake.
The National Energy Administration has released the statistics of the national electrical utilities industry from January to September. From January to September 2024, the newly installed capacity of photovoltaics in China was 160.88 GW, a year-on-year increase of 24.77%. Among them, in September, the newly added photovoltaic capacity was 20.89 GW, with a year-on-year increase of 32.38%.
East Money Information (300059.SZ): Subsidiary completed the issuance of 2 billion yuan in short-term financing bonds.
On November 14, Glonghui reported that east money information (300059.SZ) announced that its subsidiary, east money information securities co., ltd., has completed the issuance of the 14th phase of short-term financing bonds for the year 2024. The specific issuance results are as follows: the name of the short-term financing bond is 24 east money information securities CP014, with a term of 180 days, a coupon rate of 1.95%, an issue price of 100 yuan, the interest start date is November 14, 2024, the payment date is May 13, 2025, the planned total issuance amount is 2 billion yuan, and the actual total issuance amount is 2 billion yuan.
Debon Securities: The third quarter of 2024 may mark the bottom of chemical profits, with a turning point in the capacity cycle.
In the third quarter, the industry gross margin was 16.22%, -0.35pct year-on-year, -1.12pct quarter-on-quarter; net income attributable to mother was 5.01%, -0.34% year-on-year, -1.29pct quarter-on-quarter.
East Money Information Co.,Ltd. Recorded A 75% Miss On Revenue: Analysts Are Revisiting Their Models
Jefferies Adjusts East Money Information's Price Target to INR27.20 From INR13.10, Keeps at Buy
Citi Downgrades East Money Information to Sell From Buy; Price Target Is 18 Yuan