Solar Power
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Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
Everbright: The demand for Photovoltaic Glass is improving, and the domestic antimony price center is expected to rise.
As China's antimony exports gradually resume, there is a Bullish outlook for the antimony price to rise.
Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
Tianfeng: Bullish on new technologies in the photovoltaic industry and the direction of supply-side reforms, with a focus on recommending global energy storage leaders.
It is highly recommended to focus on companies that have already established a presence in the Asia, Africa, and Latin America markets, which are expected to achieve performance elasticity by following the incremental market in these regions. One characteristic of the solar energy storage market in the USA is an excellent competitive landscape and strong profitability.
The short-term emergence of the new energy sector in the Hong Kong stock market, with photovoltaic and lithium battery production in March showing month-on-month increases.
① The short-term surge in the Hong Kong stock market's New energy Fund sector, which stocks are attracting the most investor attention? ② The production scheduling of photovoltaic lithium batteries shows a month-on-month increase in March, how strong is the demand recovery?
Trending Industry Today: XINYI ENERGY Leads Gains In Solar Power Stocks
Hong Kong stocks are moving | Solar energy stocks rose broadly in the morning session. Multiple ministries jointly voiced against negative competition in the solar energy sector. Institutions stated that if policies exceed expectations, there will be cons
In the early trading session, solar stocks saw a general rise. As of the time of writing, XINYI ENERGY (03868) rose by 26.25%, reported at HKD 1.01; XINYI SOLAR (00968) rose by 12.46%, reported at HKD 3.7; XINTE ENERGY (01799) rose by 8.25%, reported at HKD 7.61; FLAT GLASS (06865) rose by 8.24%, reported at HKD 14.44.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.
① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.
CINNO Research: The investment amount in China's optoelectronic display industry is approximately 223 billion yuan in 2024, a year-on-year decline of 27.3%.
Statistics show that in 2024, the investment amount in the optoelectronic display industry in China (including Taiwan) is about 223 billion yuan, a year-on-year decrease of 27.3%.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
The Hong Kong stock market's photovoltaic Sector has seen a widespread decline, with several leading stocks dropping over 6%. The price inflection point in the Industry Chain has not yet become apparent.
① Why has the market expectation weakened for the short-term correction of the Hong Kong stock photovoltaic Sector? ② After the holiday, the price turning point of the photovoltaic Industry Chain has not yet appeared, what do the Institutions think?
Hong Kong stocks fluctuated | Photovoltaic stocks fell across the board as new policies for the New energy Fund come into effect, which may change the investment return rates for New energy projects.
All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) dropped by 3.87%, trading at 3.48 HKD; FLAT GLASS (06865) fell by 3.65%, trading at 12.66 HKD; XINYI GLASS (00868) declined by 2.02%, trading at 7.29 HKD; XINTE ENERGY (01799) decreased by 2.05%, trading at 7.64 HKD.
GTJA: The current photovoltaic Sector is already at the expected bottom position, and the Industry's fundamentals are stabilizing at the bottom.
GTJA Research Reports indicate that the current photovoltaic Sector has reached an expected bottom position, with the Industry's fundamentals stabilizing at the bottom. Positive changes on the supply side are happening, and the expectations for future industry prosperity and supply-demand improvements are continuously rising. Opportunities in the Sector are expected to emerge, maintaining a Shareholding rating for the Industry.
Brokerage Morning Meeting Highlights: DeepSeek continues to catalyze, focus on core Industry Chain investment opportunities.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that DeepSeek continues to catalyze, focusing on core Industry Chain investment opportunities; Tianfeng stated that after the good start, attention should be paid to three major investment directions; GTJA believes that the current photovoltaic Sector is already at an expected bottom position.
Trending Industry Today: GCL TECH Leads Gains In Solar Power Stocks
Express News | Trump Signs Actions to Withdraw from the Paris Climate Agreement, Aims to Promote Fossil Fuels and Mineral Mining
The three major indices of the Hong Kong stock market continue to rise, with Banks and Semiconductors stocks performing brilliantly.
① How do the Institutions view the subsequent trends of Hong Kong stocks? ② What is the reason for the significant rise of WUXI XDC today?
"Is the 'anti-involution' effective? The Hong Kong stock market's photovoltaic Sector rebounds as prices across the Industry Chain rise ahead of the Spring Festival."
① The Hong Kong stock market's photovoltaic Sector is rebounding strongly; what recent Bullish factors are worth paying attention to? ② As the Spring Festival approaches, Industry Chain prices are rising widely; how do Institutions view the sustainability?
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.