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China Securities Co.,Ltd.: The demand for green electricity in AI Datacenters is expected to bring additional doubling space for the Energy Storage Industry Chain within three years.
Datacenters open up further growth space for light storage, and the pairing of datacenters with storage is expected to become an industry trend. It is recommended to pay attention to competitive leading energy storage system suppliers and energy storage PCS manufacturers.
FUYAO GLASS (03606.HK) has received a Shareholding of 0.7271 million shares from JPMorgan.
On January 10, according to the latest equity disclosure information from the Stock Exchange, on January 3, 2025, FUYAO GLASS (03606.HK) was further acquired by JPMORGANCHASECO at an average price of HKD 52.5121 per share for 727,100 shares, involving about HKD 38.1835 million. After the increase, the latest number of shares held by JPMORGANCHASECO is 85,490,350 shares, and the shareholding ratio rose from 13.96% to 14.08%.
Everbright: The upgrade of the subsidy for vehicle trade-ins further stimulates the acceleration of Autos Consumer.
With the longer subsidy cycle and wider subsidy range of the trade-in policy, along with the rolling release of domestic replacement purchase demand, it is expected that the boost to annual sales will still be promising.
J.P. Morgan: Maintain "Shareholding" rating on FUYAO GLASS (03606) with a Target Price of 52 HKD.
FUYAO GLASS remains the top choice for JPMorgan in the Auto Parts sector in China.
Hong Kong stocks movement | Solar energy stocks warmed up in the morning, with multiple links in the Industry Chain experiencing price increases. Institutions state that the basic situation of the Industry is at an upward turning point at the bottom.
In the morning session, solar stocks are rebounding. As of publication, XINYI SOLAR (00968) is up 3.82%, trading at HKD 3.26; GCL TECH (03800) is up 3.7%, trading at HKD 1.12; FLAT GLASS (06865) is up 3.46%, trading at HKD 11.96; XINYI ENERGY (03868) is up 1.32%, trading at HKD 0.77.
Sinolink: A turning point in Photovoltaic Glass inventory has emerged, pay attention to the downstream component factory restocking demand after the Spring Festival.
The inventory turning point in the Photovoltaic Glass Industry has been observed, expecting a price turning point, and focusing on the demand for downstream component manufacturers to restock after the Spring Festival.
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102884128 : getting disappointed with this counter. every day drop.