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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.
Counterpoint Research: By the first half of 2024, China will exceed 60% of the Global passenger electric vehicle market share.
Advanced technology, manufacturing automation, and the ability to provide feature-rich products at competitive prices have given Auto Manufacturers in China an advantage for Global expansion.
As of the end of 2024, FLAT GLASS (06865) has converted a total of 0.088 million yuan of "FLAT GLASS convertible bonds" into A-share common stock.
FLAT GLASS (06865) announced that as of December 31, 2024, a total of 8.8 billion yuan...
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.
Hong Kong stocks are showing unusual movements | Photovoltaic stocks recovered in the morning session. Currently, the silicon wafer supply side is tight, and this week the silicon wafer prices have begun to rise.
In the early trading hours, solar stocks warmed up. As of the time of writing, FLAT GLASS (06865) rose by 4.1%, reporting at 11.4 Hong Kong dollars; GCL TECH (03800) rose by 2.83%, reporting at 1.09 Hong Kong dollars; XINYI SOLAR (00968) rose by 2.71%, reporting at 3.03 Hong Kong dollars; GCL NEWENERGY (00451) rose by 1.04%, reporting at 0.485 Hong Kong dollars.
