Solar Power
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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.
Sinolink: Photovoltaic Glass supply is expected to remain low in the short term, and a price turning point can be anticipated after the holiday.
Sinolink's Research Reports indicate that 1) the supply of Photovoltaic Glass is expected to remain low in the short term, and may even decrease further, with a price turning point anticipated after the holiday. January and February are the traditional off-peak season for module demand, and the suspension of Logistics during the Spring Festival affects the transactions of Photovoltaic Glass. During the Spring Festival, industry inventory typically increases to some extent; against the backdrop of intensified Operation and inventory pressure, it is expected that there will be room for further cold repairs of old small kilns and kilns of tail-end enterprises under significant operational pressure. 2) The willingness and ability of second- and third-tier enterprises to resume production are both weak, and the pace of cold repair capacity resumption is controllable.
China Securities Co.,Ltd.: The demand for green electricity in AI Datacenters is expected to bring additional doubling space for the Energy Storage Industry Chain within three years.
Datacenters open up further growth space for light storage, and the pairing of datacenters with storage is expected to become an industry trend. It is recommended to pay attention to competitive leading energy storage system suppliers and energy storage PCS manufacturers.
Hong Kong stocks movement | Solar energy stocks warmed up in the morning, with multiple links in the Industry Chain experiencing price increases. Institutions state that the basic situation of the Industry is at an upward turning point at the bottom.
In the morning session, solar stocks are rebounding. As of publication, XINYI SOLAR (00968) is up 3.82%, trading at HKD 3.26; GCL TECH (03800) is up 3.7%, trading at HKD 1.12; FLAT GLASS (06865) is up 3.46%, trading at HKD 11.96; XINYI ENERGY (03868) is up 1.32%, trading at HKD 0.77.
Sinolink: A turning point in Photovoltaic Glass inventory has emerged, pay attention to the downstream component factory restocking demand after the Spring Festival.
The inventory turning point in the Photovoltaic Glass Industry has been observed, expecting a price turning point, and focusing on the demand for downstream component manufacturers to restock after the Spring Festival.