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Moomoo 24/7Jan 20 19:16 ET

[Brokerage Focus] CITIC SEC expects that Photovoltaic Glass will see a price increase after the peak production season in the photovoltaic Industry arrives.

CITIC SEC stated that, considering the changes in Photovoltaic Glass production capacity, inventory trends, and demand in the Industry, an increase in the price of Photovoltaic Glass is expected after the peak season for production in the Industry arrives.

Jinwu Financial NewsJan 19 19:40 ET

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?

cls.cnJan 15 03:36 ET

"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?

cls.cnJan 15 03:19 ET

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.

cls.cnJan 14 18:53 ET

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.

Gelonghui FinanceJan 13 19:42 ET