The rebalancing pace has accelerated! Swiss Re Life invested 29.09 million Hong Kong dollars to increase its shareholding in CHINA LONGYUAN H shares. This year, insurance capital has sparked a new wave of "stake-building."

① This time, Ruizhong Life has increased its stake in CHINA LONGYUAN H shares as part of equity investment management; ② Asset returns are under pressure, and within the year, insurance funds have initiated a new round of "stake acquisition boom"; ③ As of December 25, at least 8 insurance institutions have increased their stakes in 20 listed companies this year.

cls.cnDec 25 09:48 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 19:33 ET

The photovoltaic Industry is currently undergoing a "de-involution"! Tongwei Co.,Ltd and Daqo Energy have both announced production cuts and maintenance.

① Both Tongwei Co.,Ltd and Daqo Energy are signatories of the photovoltaic industry self-discipline agreement. According to the self-discipline agreement, photovoltaic companies will begin to manage production capacity starting next month (January 2025). ② Analysts believe that adjusting the overall industry capacity utilization rate to the Range of 50%-60% can basically match the demand for polysilicon in 2025, preliminarily achieving a supply-demand balance.

cls.cnDec 24 09:01 ET

RuiZhong Life increased its Shareholding in CHINA LONGYUAN to 1%. Insurance capital is Bullish on undervalued, high-dividend Assets.

① Increase the shareholding of CHINA LONGYUAN Listed in Hong Kong through self-owned funds via centralized bidding in the secondary market; ② After this shareholding increase is completed, Ruizhong Life will Hold 0.502 billion shares of CHINA LONGYUAN Listed in Hong Kong; ③ The funds for this shareholding increase come from self-owned funds.

cls.cnDec 23 09:12 ET

Direct hit on the 2024 annual conference of the photovoltaic industry: focusing on the Middle East and Africa markets. There are both opportunities and challenges for Chinese enterprises to "go global".

① Chinese new energy companies have four advantages in their process of entering the Middle East: the first is technological innovation and production capacity; the second is global layout and market expansion; the third is policy support and market demand; the fourth is cost and economic benefits. ② The African countries most suitable for Chinese photovoltaic investment include South Africa, Egypt, Rwanda, Zimbabwe, and Zambia.

cls.cnDec 4 20:02 ET

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.cnDec 3 19:29 ET