The demand for AI applications and overseas has increased, and the orders for grid supporting companies in the first quarter are already "fully booked."

① Power grid supporting companies have sufficient Orders on hand, and some listed companies have successively reported positive earnings forecasts for last year; ② The total scale of domestic power grid investment has increased, and the application of AI along with overseas markets is expected to resonate, likely driving Orders to continue rising this year.

cls.cnFeb 28 03:41 ET

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.

cls.cnFeb 26 20:26 ET

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.

cls.cnFeb 25 06:21 ET

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.

cls.cnFeb 13 22:37 ET

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.

cls.cnFeb 9 19:22 ET

Datang International Power Generation's net profit is expected to more than double last year, benefiting from efforts to reduce fuel costs | Interpretations

① With both thermal and hydropower making strong efforts, Datang International Power Generation's net profit last year more than doubled year-on-year; ② Looking ahead to 2025, the industry generally believes that Thermal Coal prices will be in a narrow fluctuation trend.

cls.cnJan 24 08:57 ET