The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.

The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.

cls.cnNov 7 04:36 ET

china securities co.,ltd.: The bottom of the photovoltaic industry is basically confirmed, and the incremental certainty of the power equipment network is strong.

In Q3, the new energy sector saw a sharp decline in construction projects on a month-on-month basis, while the lithium battery and photovoltaic sectors stabilized their income and profit at the bottom, with demand remaining stable and supply contracting. Although many links still face the reality of supply-demand imbalance, the gross margin levels of photovoltaics, lithium batteries, and wind power are at historically low levels, but the dawn has already appeared.

Zhitong FinanceNov 6 18:35 ET

Photovoltaic industry third quarter report inventory: which companies are ahead of the industry's "recovery"? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.

①AT&S, GCL System Integration Technology, jinkosolar, and Hengdian Group DMEGC Magnetics continued to have positive net income in the first three quarters, with JA Solar Technology achieving a net income of 0.39 billion yuan in Q3, significantly exceeding market expectations; ② The losses in the polysilicon and silicon wafer segments continue, and many leading companies face the risk of their first annual performance loss after going public; ③ Leading companies suggest industry consolidation by raising technical and quality standards to achieve industry self-regulation.

cls.cnOct 31 09:32 ET

EqualOcean Hong Kong Stock Early Knowing | Six Departments Accelerate the Construction of Large Wind Power and Photovoltaic Bases. Byd Company (01211) third-quarter net profit attributable to the mother is 11.607 billion yuan.

On October 30, Li Ka-shing and Li Zeju reduced their shareholding in Postal Savings Bank of China (01658) by 20.153 million shares, with a price per share of 4.6294 Hong Kong dollars, totaling approximately 93.2963 million Hong Kong dollars. The latest number of shares held after the shareholding reduction is approximately 1.186 billion shares, with the latest shareholding percentage at 5.97%.

Zhitong FinanceOct 30 19:41 ET

Has the turning point arrived for the photovoltaic industry? Several component manufacturers claim prices are "market-oriented", industry insiders are calling for production reduction.

①PV module manufacturers' product prices seem to be on the rise, closely related to the initiative previously proposed by the China Photovoltaic Industry Association; ②Industry insiders believe that in the current situation of oversupply of similarly high-quality and efficient products, leading enterprises need to adjust their shipment plans, control production capacity, and avoid bidding below cost.

cls.cnOct 30 08:47 ET

Hong Kong stocks abnormal movement | Photovoltaic stocks opened higher across the board, the Photovoltaic Industry Association's initiative is showing initial results, institutions say policies such as raising power consumption standards are expected to b

Photovoltaic stocks opened higher across the board. As of the time of publication, Xinte Energy (01799) rose by 14.87% to HKD 11.74; GCL Tech (03800) rose by 14.62% to HKD 1.96; Xinyi Solar (00968) rose by 10% to HKD 4.4; Flat Glass (06865) rose by 9.55% to HKD 17.2.

Zhitong FinanceOct 28 21:28 ET