No Data
Huachuang Securities: In March, the production schedule for Battery Packs increased significantly, and new orders for Photovoltaic Glass saw price hikes.
After the holiday, the demand starts to surge along with the rush installation demand, leading to an over 20% month-on-month increase in the production schedule of the Battery Pack in March; in March, the new order price of Photovoltaic Glass is expected to increase, potentially driving the recovery of profitability in this sector.
Tianfeng: Bullish on new technologies in the photovoltaic industry and the direction of supply-side reforms, with a focus on recommending global energy storage leaders.
It is highly recommended to focus on companies that have already established a presence in the Asia, Africa, and Latin America markets, which are expected to achieve performance elasticity by following the incremental market in these regions. One characteristic of the solar energy storage market in the USA is an excellent competitive landscape and strong profitability.
LONGi Green Energy Technology (601012.SH): A total of 0.27% of shares have been repurchased.
Gelonghui March 3丨LONGi Green Energy Technology (601012.SH) announced that as of February 28, 2025, the company's share repurchase period has ended. The company cumulatively repurchased 20.1776 million shares through the centralized bidding trading system of the Shanghai Stock Exchange, accounting for 0.27% of the company's total share capital. The highest price for the repurchase was 19.11 yuan/share, and the lowest price was 13.23 yuan/share, with a total amount of funds paid being 302.8826 million yuan (excluding transaction fees). The repurchase amount has reached the lower limit of the repurchase plan, and this repurchase plan has been implemented.
HAITONG SEC: The rising trend of distributed photovoltaic components has been established, and the Ministry of Industry and Information Technology emphasizes resolving the contradiction in production capacity.
The price of the distributed project components has been raised, and the impact of the 531 rush installation is beginning to be evident.
Market Chatter: China's Market Regulator Holds Fair Competition Symposium With Industry Execs
Are solar module prices collectively increasing? Companies such as LONGi Green Energy Technology (601012.SH) and Trina Solar Co., Ltd. (688599.SH) have confirmed this.
Recently, there have been rumors in the market that several leading domestic photovoltaic module companies have collectively raised their module prices.
102884128 : getting disappointed with this counter. every day drop.