Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.

In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.

cls.cnDec 29, 2024 10:17 ET

Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.

① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.

cls.cnDec 25, 2024 20:28 ET

Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."

Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.

wallstreetcnDec 24, 2024 19:33 ET

The sudden production cuts by leading silicon material manufacturers are expected to drive price and profitability recovery through industry self-discipline.

On the evening of December 24th, Tongwei Co., Ltd and Daqo Energy announced via their official accounts that to actively respond to the spirit of the Central Economic Work Conference and to eliminate "involution" vicious competition, the two silicon material companies will carry out orderly production cuts and production control. A research report from Huachuang Securities pointed out that if the subsequent industry self-discipline agreement progresses smoothly, the current supply and demand surplus is expected to be significantly alleviated, driving price and profit recovery.

cls.cnDec 24, 2024 18:56 ET

Trina Solar Co., Ltd. collaborates with AMEA Power to implement a large-scale energy storage project in Egypt.

① This project is Egypt's first public utility-scale Battery storage system project; ② The Elementa2 platform (5MWh) has multiple advanced technological advantages, aiming to optimize performance, ensure safety, and reduce costs.

cls.cnDec 23, 2024 22:45 ET

One month later, Yunnan Lincang Xinyuan Germanium Industry, a Semiconductor company, increased its capital by 0.4 billion yuan. The "Huawei system" may relinquish its position as the second Shareholder.丨Read the announcement quickly.

① One month later, Yunnan Lincang Xinyuan Germanium Industry's subsidiary Xinyao Pufang plans to increase capital by 0.4 billion yuan again; ② After introducing shareholders like the "national team", the "Huawei system" may relinquish the position of the second shareholder.

cls.cnDec 19, 2024 18:17 ET