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Minsheng Securities: Emerging markets see high growth, combined with Europe's destocking acceleration, power inverter industry may reach a turning point.
According to a research report released by Minsheng Securities, there are signs of high growth in the demand for grid connection and household storage in emerging markets such as Southeast Asia and the Middle East, combined with the continued destocking of inventory in Europe, which may indicate a turning point for the power inverter industry.
Sungrow Power Supply (300274.SZ): Bought back 0.1 million shares for the first time, involving 7.2294 million yuan.
On July 22nd, Gelonghui reported that Sungrow Power Supply (300274.SZ) announced the implementation of its first buyback through the stock repurchase special securities account by means of centralized competitive bidding trading on July 19, 2024. The number of shares repurchased this time was 0.1 million shares, accounting for 0.0048% of the company's current total share capital. The highest fill price was 72.80 yuan per share, the lowest fill price was 71.38 yuan per share, and the total trade amount was 7.2294 million yuan (excluding trading fees).
China Securities Co., Ltd.: In Q2, the proportion of power equipment institutions' heavy positions increased, and the outstanding performance of the leading companies was significantly over-allocated.
In Q2, the new energy fund holdings of institutions decreased slightly, from 9.5% in 2024 Q1 to 8.8% in Q2.
In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
Songz Automobile Air Conditioning (002454.SZ): The company has entered the supply chain of Sungrow Power Supply and has entered the mass production stage.
On July 19th, Gelunhui announced that Songz Automobile Air Conditioning (002454.SZ) stated on an investor platform that in the field of thermal management systems for energy storage power station batteries, the company has entered the supply system of Sungrow Power Supply and has entered the mass production stage.
Hubei Huitian New Materials (Stock Code 300041.SZ): Electronic adhesive products are supplied to Sungrow Power Supply.
Hubei Huitian New Materials (300041.SZ) stated on the investor interaction platform on July 19 that the company has supplied electronic adhesive products to its H customer. The cooperative business includes 5G communication, terminals (phones, smart clothing), chip assembly, digital energy (power inverters, chargers, etc.), autos electronics, etc. The company's electronic adhesive products are also supplied to Sungrow Power Supply.
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