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Minsheng Securities: Emerging markets see high growth, combined with Europe's destocking acceleration, power inverter industry may reach a turning point.
According to a research report released by Minsheng Securities, there are signs of high growth in the demand for grid connection and household storage in emerging markets such as Southeast Asia and the Middle East, combined with the continued destocking of inventory in Europe, which may indicate a turning point for the power inverter industry.
DeYe Corporation (605117.SH): its wholly-owned subsidiary signed the "Agreement on Termination of State-owned Construction Land Use Right Transfer Contract".
On July 18th, GeLongHui reported that DeYe Stock (605117.SH) announced that its wholly-owned subsidiary, Zhejiang DeYe New Energy Co., Ltd. (referred to as "Zhejiang New Energy"), has signed an "Agreement on the Release of a Contract to Transfer the Right to Use State-owned Construction Land" with the Haining Natural Resources and Planning Bureau. The contract for the transfer of the right to use state-owned construction land for Huangwan Town Furong River North and Xincheng Road West Seaside Nature No. 22210 land plot, and supplementary agreement signed by both parties, will be terminated from the date of the signing of this agreement.
Investors Appear Satisfied With Ningbo Deye Technology Group Co., Ltd.'s (SHSE:605117) Prospects As Shares Rocket 32%
Soochow Securities: Each link of photovoltaic begins to clear, waiting for repair and new technology to accelerate penetration.
Currently, the new production of various links in photovoltaics is slowing down, and high-cost obsolete production capacity is beginning to enter the clearing stage. It is expected that the profit in the 2024 Q2 off-season will reach its bottom, and leading companies will be more resilient. The inflection point for power inverters has already appeared in the first half of the year, and the cost advantage of the leading tempered glass industry has become more prominent.
Guosen Securities: centralized ground power station becomes the main market for new energy installation, and large-scale storage leads the speedup soon.
As centralized ground power stations continue to surpass distributed ones as the main market for new energy installations in China, and with the accelerated development of overseas centralized power stations due to the decline in financing costs, centralized power stations will drive the prosperous development of the global energy storage market (large storage) before the meter.
Ningbo Deye Technology to Log Up to 1.28 Billion Yuan in H1 Profit; Shares Up 5%
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