Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.
Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."
The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.
① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.
Zhejiang Construction Investment Group plans to fully hold shares of multiple subsidiary companies. Chengdu State-owned Assets will exit as a shareholder after four years.
1. The performance has greatly declined, and Zhejiang Construction Investment Group is seeking equity acquisition; 2. The company plans to achieve full ownership of three subsidiaries; 3. The trade funds come from issuing shares to the controlling shareholder; 4. Chengdu State-owned Assets, the trading partner, invested 1 billion four years ago; 5. The target company's performance has significantly declined this year.
Install as much as possible! Six departments promote the installation of rooftop photovoltaics, and building BIPV welcomes major development opportunities.
The National Development and Reform Commission and other six departments have issued the 'Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitution'. It is proposed to promote the addition of photovoltaic systems on existing building roofs, and to promote the installation of photovoltaic systems on new factory buildings and new public buildings under certain conditions. citic sec research reports pointed out that in the future, BIPV in the construction industry will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading technology companies to develop.
The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.
① The smartphone industry's “flagship battle of the year” has begun. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship phones in October. ② Open Source Securities said that with supply chain stability and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80-90 million units by 2025.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.