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Sungrow Discusses Renewable Energy Innovations and Best Practices to Achieve Global Carbon Neutrality at COP29
Debon Securities: The photovoltaic sector has a high margin of safety, emphasizing opportunities for overall market valuation improvement.
According to CPIA, the domestic production of polysilicon in 24H1 is approximately 1.06 million tons, a year-on-year increase of about 60.6%. The production of silicon wafers is about 402 GW, a year-on-year increase of about 58.9%. The production of solar cells is about 310 GW, a year-on-year increase of about 37.8%. The production of modules is about 271 GW, a year-on-year increase of about 32.2%. The capacity in each major link continues to maintain an upward trend.
ZY Electronics' IPO has been terminated. The products have entered the supply chain systems of customers such as BYD Company Limited, contemporary amperex technology, etc.
On November 7th, Guangzhou Zhiyuan Electronics Co., Ltd. (referred to as Zhiyuan Electronics) terminated its GEM IPO on the Shenzhen Stock Exchange. This was due to Zhiyuan Electronics and the sponsor withdrawing their application for listing. In accordance with the 62nd article of the Shenzhen Stock Exchange's Stock Issuance and Listing Review Rules (Revised in 2024), the Shenzhen Stock Exchange decided to terminate the review of its listing application.
Sungrow Power Supply's (SZSE:300274) Solid Earnings May Rest On Weak Foundations
Ping An Securities: Photovoltaic and energy storage power inverter Q3 performance under seasonal pressure, but the main track still has sufficient growth potential.
In terms of revenue, the overall performance of Q3 is relatively weak. Sungrow Power Supply, Sineng Electric, and Shenzhen Sinexcel Electric all experienced a slowdown in Q3 revenue growth compared to the same period last year, while the other two companies saw a year-on-year decline. Except for Sungrow Power Supply, which slightly increased on a month-on-month basis, the Q3 revenue of the other 4 companies all decreased month-on-month.
Sinolink: In Q3, the public offering increased positions in non-financial and real estate sectors the most, significantly reducing positions in cyclical sectors.
In the third quarter of 24, the total size of public offering funds has increased significantly, with "passive equity" continuing to be more preferred by investors than "active equity".
102329055 : Do people still care what's going to be announce this Saturday?
Thelord 102329055 : Sure announce useless things and Monday gonna dump very hard again
102329055 Thelord : Can they afford to say useless stuff?
10baggerbamm 102329055 : are you kidding me I got news for you if China does not stimulate again the economy in a very big way Monday you're going to lose BIG%, it's going to be a gap down before you can even get out. if they do this monster gargantuan stimulus that's was supposedly going to happen on Monday if they do that on Saturday then it's an enormous Gap up on Monday morning it won't be as high as the last leg up the first time and that's because the first time you had huge shorts in the marketplace but you will see about a 50% retracement of what the former high was to the recent sell off the lows this week
Thelord 102329055 : They never fail to shoot at their own feet
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