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Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
The prolonged battle to clear photovoltaic silicon materials escalates: after GCL TECH "throttles down", Tongwei Co.,Ltd introduces tens of billions in strategic investment.
① Polysilicon prices have been running at a long-term low, and Tongwei Co.,Ltd's subsidiary Yongxiang Co.,Ltd lost nearly 1 billion yuan in the first three quarters of last year; ② Leading photovoltaic companies are looking for new sources of revenue and cutting costs to deal with this round of Industry cycles.
Express News | GCL Technology Holdings FY Gross Margin -16.6%
Express News | GCL Technology Holdings FY Revenue RMB 15,098 Million
GCL TECH: ANNOUNCEMENT OF AUDITED ANNUAL RESULTSFOR THE YEAR ENDED 31 DECEMBER 2024
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
Track the entire lifecycle of the main Sector.