Soochow Securities: Each link of photovoltaic begins to clear, waiting for repair and new technology to accelerate penetration.

Currently, the new production of various links in photovoltaics is slowing down, and high-cost obsolete production capacity is beginning to enter the clearing stage. It is expected that the profit in the 2024 Q2 off-season will reach its bottom, and leading companies will be more resilient. The inflection point for power inverters has already appeared in the first half of the year, and the cost advantage of the leading tempered glass industry has become more prominent.

Zhitong FinanceJul 9 02:57 ET

Guosen Securities: centralized ground power station becomes the main market for new energy installation, and large-scale storage leads the speedup soon.

As centralized ground power stations continue to surpass distributed ones as the main market for new energy installations in China, and with the accelerated development of overseas centralized power stations due to the decline in financing costs, centralized power stations will drive the prosperous development of the global energy storage market (large storage) before the meter.

Zhitong FinanceJul 8 02:26 ET

Individual Investors Among Shenzhen Sinexcel Electric Co.,Ltd.'s (SZSE:300693) Largest Stockholders and Were Hit After Last Week's 5.5% Price Drop

Key Insights Shenzhen Sinexcel ElectricLtd's significant individual investors ownership suggests that the key decisions are influenced by shareholders from the larger public A total of 25 investors

Simply Wall StJun 20 18:03 ET

We Think Shenzhen Sinexcel ElectricLtd (SZSE:300693) Might Have The DNA Of A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to notice a trend of growing return on capital employed (ROCE) and alongside that,

Simply Wall StJun 3 18:51 ET

Guojin Securities: In April, the economy of large storage systems is expected to improve due to high power generation reforms at home and abroad

The Zhitong Finance App learned that Guojin Securities released a research report saying that according to incomplete CESA statistics, the new energy storage added 1.98 GW/6.54 GWh in April, +31.7%/+90.1% year on year, +199.8%/+393.0%; in January-April, the total installed capacity of the new energy storage was 5.75 GW/15.72 GWh, +67.0%/+118.0%. Among them, electrochemical energy storage added about 5.03 gW/11.82 GWh, +99.3% /+134.6% YoY. Looking at the medium to long term, against the backdrop of lower prices of upstream raw materials,

Zhitong FinanceMay 30 02:00 ET

Dongwu Securities: PV module production schedule remained flat in May, silicon wafer prices continued to bottom out

Demand for photovoltaics was strong, and module production schedules remained flat in May; inventories remained high, N-type penetration was weak, and silicon wafer prices continued to bottom out.

Zhitong FinanceMay 25 19:23 ET