Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.

In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.

cls.cn19:29 ET

The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.

① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.

cls.cn19:02 ET

Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?

1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.

cls.cnDec 2 18:38 ET

Sungrow Power Supply valued at 19 billion, subsidiary will "take over" hefei taihe intelligent technology group, board of directors collectively resign to welcome reorganization | speed read notice

① hefei taihe intelligent technology group board of directors consists of 7 directors, the new board of directors will be recommended by sunshine new energy, including 3 non-independent directors and 3 independent directors; ② Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, hefei taihe intelligent technology group experienced nine consecutive trading limit up periods, with a maximum increase of 135.77% during this period.

cls.cnDec 2 09:49 ET

Zhejiang Jinggong Integration Technology signed a contract worth over 100 million USD with GIM company in Saudi Arabia for carbon fiber equipment export to seek new opportunities.| Brief announcement

1. zhejiang jinggong integration technology signed a contract with a Saudi company for a total purchase amount of 0.5 billion US dollars; 2. Market sources indicate that the production line referred to in this contract is most likely a carbon fiber equipment production line; 3. With the domestic oversupply of carbon fiber and capital expenditure contraction, zhejiang jinggong integration technology is seeking development opportunities overseas.

cls.cnDec 2 08:20 ET

The photovoltaic film business is unlikely to turn a profit in the short term. Folai Ant New Energy Fund will suspend production | Quick read announcement.

① The photovoltaic film is currently facing intense price competition and a capacity adjustment period, so Fu Lai An Te new energy fund has decided to suspend production and operations to reduce losses; ② The decline in the selling price of the film products is greater than the decrease in unit costs, resulting in a further drop in the gross margin of the film products.

cls.cnNov 28 09:19 ET