DBS Maintains GCL-Poly Energy Holdings Limited(GCPEF.US) With Buy Rating, Cuts Target Price to $0.17

Moomoo NewsFeb 17 05:32 ET · Ratings

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%.

Zhitong FinanceFeb 16 18:40 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

CITIC SEC: Capacity of Photovoltaic Glass is rapidly clearing, and the profit turning point is approaching.

The price of Photovoltaic Glass has already bottomed out, and is expected to rebound after the downstream operating rate improves in March. It is recommended to pay attention to the leading companies in the Photovoltaic Glass Industry that excel in profitability.

Zhitong FinanceFeb 13 20:17 ET

[Brokerage Focus] CITIC SEC believes that the price of Photovoltaic Glass has bottomed out and is expected to rebound after downstream operating rates improve in March.

Gold-Woo Financial News | CITIC SEC stated that the demand growth in 2024 is expected to be lower than anticipated. The intensive release of new production capacity in the first half of the year has led to a worsening supply-demand imbalance, causing companies to accelerate furnace maintenance in the context of losses across the industry. In 2025, domestic photovoltaic installations are expected to maintain steady growth, while growth in the European and American markets may slow down, and Emerging Markets are expected to maintain high growth. The bank predicts that the global new photovoltaic installed capacity may reach 560-570 GW in 2025. The bank pointed out that due to leading technologies, lower costs, and advantages in funding and customers, first-tier manufacturers' profitability has consistently outperformed the industry average, and they currently still maintain a relative advantage over second-tier manufacturers.

King Wu Financial NewsFeb 13 19:52 ET

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?

cls.cnFeb 11 02:08 ET

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.

Zhitong FinanceFeb 10 21:10 ET

Hong Kong stock Concept tracking | New energy Fund project grid electricity quantity will generally all enter the Electrical Utilities market. Institutions are Bullish on the upward trend of the photovoltaic bottom (with related stocks attached).

Two departments: The electrical quantity of new energy projects going online will in principle enter the electrical utilities market entirely, with the online electricity price formed through market trading.

Zhitong FinanceFeb 9 20:22 ET

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.

Gelonghui FinanceFeb 9 20:14 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

Trending Industry Today: GCL TECH Leads Gains In Solar Power Stocks

Moomoo NewsFeb 7 00:00 ET

Hong Kong stocks movement | Solar energy stocks strengthened in the morning, after the holiday, the prices in the solar energy Industry Chain remained stable temporarily, with nearly a thirty percent year-on-year growth in newly installed solar capacity l

Solar stocks strengthened in the morning session. As of the time of reporting, GCL TECH (03800) rose 8.55% to HKD 1.27; XINYI SOLAR (00968) rose 5.11% to HKD 3.5; FLAT GLASS (06865) rose 4.84% to HKD 12.56.

Zhitong FinanceFeb 6 21:08 ET

CITIC SEC: Crude Oil Product prices may reach a turning point in supply and demand relations, with the overall investment safety margin in the Chemical Sector being relatively high.

In 2025, the energy and chemical industries still face significant challenges amidst increasing uncertainty in domestic and foreign policies.

Zhitong FinanceFeb 6 19:23 ET

Sealand: Initiates a "Buy" rating for GCL TECH (03800), projected cost reductions continue to be realized in 2024.

Initially gave GCL TECH (03800) a "Buy" rating. The company is a leader in granular silicon, with continuous cost reduction expected to be fulfilled in 2024, and silicon material prices are anticipated to rise throughout 2025.

Zhitong FinanceJan 26 21:40 ET

Photovoltaic Power stocks have stabilized after falling, GCL TECH (03800) rose by 3.39%, and Institutions believe the Industry is expected to welcome a recovery in fundamentals.

Jinwu Finance | Photovoltaic Power stocks have stabilized after a decline. As of the time of publication, GCL TECH (03800) is up 3.39%, FLAT GLASS (06865) is up 3.10%, XINYI ENERGY (03868) is up 2.63%, XINYI SOLAR (00968) is up 1.89%, and XINTE ENERGY (01799) is up 1.39%. In the news, CICC issued a Research Report indicating that the photovoltaic Industry, as a globally leading advantageous sector in China, is expected to see a reversal of fundamental difficulties by 2025 under the background of the dual carbon goals and the combined effects of market laws and industry self-discipline.

Jinwu Financial NewsJan 23 21:05 ET

[Brokerage Focus] CITIC SEC indicates that the growth rate of distributed photovoltaics may slow down, and new scenarios and demands such as power forecasting are expected to be released.

Jinwu Financial News | CITIC SEC stated that in order to alleviate the increasingly severe network consumption contradictions of distributed photovoltaic, and to promote healthy and sustainable development of the Industry, the National Energy Administration recently revised and issued the "Management Measures for the Development and Construction of Distributed Photovoltaic Power Generation," which sets out regulations on the overall planning, filing management, construction management, grid access, and running management of distributed photovoltaic. The institution pointed out that the growth rate of distributed photovoltaic may slow down, and a moderate contraction in New energy Fund supply is beneficial for improving the overall supply and demand situation and consumption conditions of the Industry; the trend of expanding New energy Fund installation capacity continues, the demand for electric power system regulation is increasing, and high-quality power sources with regulation capabilities such as hydropow

Jinwu Financial NewsJan 23 19:44 ET

【Brokerage Focus】CITIC SEC indicates that the photovoltaic supply side is expected to gradually restructure in the second half of 2025.

Jinwu Financial News | CITIC SEC stated that in the context of the photovoltaic Industry Chain having bottomed out in terms of volume, price, and profit, the demand side is expected to gradually recover and grow steadily. The supply side, through administrative constraints, self-discipline production limits, and market clearing measures, is also expected to benefit from potential reform policies being implemented, and the Industry is anticipated to welcome a fundamental recovery. In the short term, the bank expects that with the peak season approaching at the end of Q1 2025, the volume and profit of the Industry Chain are likely to start a rebound trend; in the medium term, as outdated production capacity accelerates substantial clearance, the photovoltaic supply side is expected to gradually restructure in the second half of 2025, possessing advantages in technology, cost, funding, and Global solution service capabilities.

Jinwu Financial NewsJan 22 19:43 ET

[Brokerage Focus] CICC believes that the photovoltaic Industry is expected to face a reversal of fundamental difficulties by 2025.

Jinwu Financial News | According to a Research Report by Zhongjin, the photovoltaic Industry is a globally leading advantageous sector in our country. Against the backdrop of carbon neutrality goals, and with the combined effect of market rules and industry self-discipline, the Industry is expected to experience a reversal of fundamental difficulties by 2025. The report indicates that the supply side is currently the core contradiction of the Industry. Although leading enterprises have relatively abundant cash reserves, second and third tier companies are experiencing rapid cash outflow. It is believed that in the next 2 to 3 quarters, some tail-end enterprises will likely exit the market due to market forces. At the same time, with self-discipline in production cuts within the Industry, it is anticipated that silicon material inventory will be reduced by the second quarter of 2025, leading to price increases. On the demand side, the

Jinwu Financial NewsJan 22 19:42 ET

GCL TECH (03800.HK) will have a shipment volume of 0.2819 million tons of granular silicon in 2024.

On January 21, GCL TECH (03800.HK) announced that for the year ending December 31, 2024, the company's granular silicon production was 0.2692 million tons, and the shipment volume was 0.2819 million tons.

Gelonghui FinanceJan 21 07:02 ET

Express News | Trump Signs Actions to Withdraw from the Paris Climate Agreement, Aims to Promote Fossil Fuels and Mineral Mining

Moomoo 24/7Jan 20 19:16 ET