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Photovoltaic solar energy stocks rose against the market, xinte energy (01799) rose by 3.07%. Institutions pointed out that with the significant increase in industry access thresholds, the sector is expected to bottom out.
Kingwu Financial News | Photovoltaic solar stocks rose against the market, Xinte Energy (01799) rose by 3.07%, SFSY Energy (00750) rose by 3.08%, Xinyi Solar (00968) rose by 2.01%, Fuyao Glass (03606) rose by 1.44%, Xinyi Energy (03868) rose by 1.44%. On the news front, Central China Securities stated that the current downturn in photovoltaic product prices has lasted for more than two years, and the industry has entered a cyclical trough position. With a significant increase in industry entry barriers, the photovoltaic industry is expected to bottom out. Currently, the industry's PB valuation is at a historical low, maintaining an investment outlook of "outperforming the broader market".
Hong Kong stocks are moving differently | Most solar energy stocks are rising as the 2024 annual conference of the solar energy industry is imminent. Institutions indicate that the industry is accelerating its return to order.
Most photovoltaic stocks are rising, as of the time of publication, xinte energy (01799) rose by 3.78%, closing at 8.78 Hong Kong dollars; xinyi solar (00968) rose by 2.58%, closing at 3.58 Hong Kong dollars; xinyi energy (03868) rose by 2.5%, closing at 0.82 Hong Kong dollars.
Both supply and demand are expected to decrease. The industry predicts that the price of photovoltaic glass will mainly stabilize in the short term. | Industry Observation
①The photovoltaic glass continues the previous downturn trend, with major manufacturers taking price increase actions, but the upward support is insufficient, and short-term price stability is expected to be the main focus; ②Leading companies indicate that the top two leading positions are still stable, including looking into the future, the change in market structure will not be significant.
Daiwa: Maintains fuyao glass (03606) 'In sync with the market' rating, target price raised to HK$45.
Daiwa has raised fuyao glass's net income forecast for 2024-2026 by 3%-12%.
China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.
china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.
Keqil Equipments (301552.SZ): Its main customers are global renowned autos glass manufacturers such as Fuyao Glass, AGC, NSG, Saint-Gobain, etc.
Gelonghui November 26th | Kele Equipment (301552.SZ) stated on the investor interaction platform that the company's products are widely used in the automotive glass field, with the main customers being fuyao glass, Aijexu, Ban Xiuguo, Saint-Gobain and other globally renowned automotive glass manufacturers, with the final application of the products being automotive factories.
102884128 : getting disappointed with this counter. every day drop.