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China International Capital Corporation's outlook for photovoltaics in 2025: Advantageous industry breaks through difficulties, cycle bottoming sees dawn.
The current Sector valuation is still at the bottom stage, and a beta opportunity is expected to come next year.
Zhejiang Chint Electrics (601877.SH): It is expected to purchase photovoltaic modules from related parties in 2025 for a total not exceeding 3 billion yuan.
Glonghui, December 27丨Zhejiang Chint Electrics (601877.SH) announced that on December 27, 2024, the company convened the thirty-first meeting of the ninth Board of Directors to review and approve the "Proposal for the Estimated Procurement of Photovoltaic Modules from Related Parties for 2025." It is expected that in 2025, the company and its subsidiaries (including but not limited to Zhejiang Chint Digital Energy Co., Ltd. (referred to as "Zhejiang Chint Aneng") and its subsidiaries, Zhejiang Chint New Energy Development Co., Ltd. (referred to as "Zhejiang Chint New Energy") and its subsidiaries, and other subsidiary companies) will procure from Zhejiang Chint New Energy Technology Co., Ltd. (referred to as "Zhejiang Chint New Energy").
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