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GF SEC: The increase in the proportion of photovoltaic storage will still become a key factor for the new round of demand exceeding expectations.
Based on demand for consumption, the price parity ratio of solar energy storage continues to break through, promoting the release of consumption potential; the growth of electricity load and the construction of regulating resources gradually opens up Global solar energy storage installation space.
Is Weakness In Sineng Electric Co.,Ltd. (SZSE:300827) Stock A Sign That The Market Could Be Wrong Given Its Strong Financial Prospects?
CICC Starts Sineng Electric at Outperform With 60 Yuan Price Target
Investors Still Waiting For A Pull Back In Sineng Electric Co.,Ltd. (SZSE:300827)
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
Ping An Securities: In October, the year-on-year growth rate of power inverter exports was significant, with strong growth in the Latin American market.
According to the General Administration of Customs data, in October 2024, China's power inverter export amount was 4.7 billion yuan, with a month-on-month and year-on-year increase of 17% and -4% respectively. The month-on-month decrease slightly, but the year-on-year growth is significant.
Could The Market Be Wrong About Sineng Electric Co.,Ltd. (SZSE:300827) Given Its Attractive Financial Prospects?
