彩虹新能源:2023年度報告
Zhongtai Securities: Photovoltaic glass supply and demand improvement, superposition cost optimization, the sector is more flexible in recovering profits
Looking at 24 years, the supply and demand for photovoltaic glass is expected to improve. At the same time, considering the peak season and the time when glass production capacity rises, there may be a phased mismatch between supply and demand, leading to a rise in glass prices.
New Energy Revitalizes China's Coal-mining Subsidence Areas
he former coal mining hub in North China's Shanxi province, which was once abandoned and shrouded in silence, is now buzzing with machines and workers bracing the cold winds.
Rainbow New Energy (00438.HK): Achieved a year-on-year increase of 27.33% in revenue of 3.145 billion yuan in 2023
Gelonghui, March 26 | Rainbow New Energy (00438.HK) announced its 2023 annual results announcement. During the reporting period, benefiting from the rapid release of new photovoltaic glass production capacity and the steady increase in production and sales of thin, large-size, double-coated photovoltaic glass, the Group's revenue maintained steady growth, achieving operating income of RMB 3.145 billion, an increase of RMB 675 million over the previous year, an increase of 27.33%; affected by factors such as falling prices of photovoltaic glass products and rising natural gas prices, the Group's total profit was RMB 225.59 million.
Rainbow New Energy (00438) announced its annual results, with a net loss of 231 million yuan, a year-on-year profit to loss
Rainbow New Energy (00438) announced its annual results for the year ended December 31, 2023, and the group obtained total sales...
IRICO NEWENERGY: 2023 ANNUAL RESULTS ANNOUNCEMENT
Rainbow New Energy (00438.HK): Gao Fengan was appointed as Deputy General Manager
On March 19, Gelonghui | Rainbow New Energy (00438.HK) issued an announcement. Gao Fengan was appointed as the company's deputy general manager, effective March 19, 2024.
Changes in Hong Kong stocks | PV stocks reversed the market, fully guarantee renewable energy electricity, and new acquisition regulations were implemented in April, and green power operators are expected to benefit
PV stocks reversed the market. As of press release, GCL Technology (03800) rose 7.97% to HK$1.49; Follett Glass (06865) rose 6.59% to HK$20.7; Rainbow New Energy (00438) rose 6.21% to HK$3.08; and GCL New Energy (00451) rose 4.17% to HK$0.375.
CITIC Construction Investment: PV glass supply and demand are in dynamic balance in 2024, prices are expected to rise during the Q2 peak season
CITIC Construction Investment released a research report saying that due to its characteristics of heavy assets, long construction cycle, continuous production, and large inventory area, production capacity is usually released in a “stepwise” manner. When module production schedules rise rapidly, it is more likely to cause phased supply and demand mismatches compared to other auxiliary materials.
Rainbow New Energy (00438.HK) will hold a board meeting on March 26 to approve the annual results
Gelonghui, March 12, 丨 Rainbow New Energy (00438.HK) announced that the board of directors will hold a board meeting on March 26, 2024 to approve the annual results of the company and its subsidiaries for the year ended 31 December 2023 and consider the payment of a final dividend (if any).
IRICO NEWENERGY: NOTIFICATION OF BOARD MEETING
CITIC Construction Investment: Raise supply and demand in some aspects of domestic PV installation demand in 2024 or reverse ahead of schedule
Domestic PV consumption bottlenecks may be opened, which will bring more room for new domestic PV installations.
Galaxy Securities: Why does the photovoltaic sector continue to rise?
The Zhitong Finance App learned that Galaxy Securities released a research report saying that due to factors such as rising demand and boosting confidence at the end of Q1, the PV sector experienced a good rebound. At the same time, it suggests that policy expectations continue to improve, and that the subsequent development of the photovoltaic industry in the short, medium and long term should be viewed positively.
Minmetals Securities: The PV industry is restless in spring, and industry chain prices are rebounding
Prices in the industrial chain have basically bottomed out, and prices are expected to rebound slightly.
Trade Volume, Prices Trending Upward in China's Carbon Trading Market
The country's carbon trading market, which was launched in July 2021, has registered increases in both trade volume and price, according to Zhao Yingmin, vice-minister of ecology and environment.
IRICO Anticipates Loss in 2023
IRICO Group New Energy (HKG:0438) expects to incur a net loss attributable to shareholders of between 220 million yuan to 245 million yuan in 2023, reversing the year-ago profit of 89.2 million yuan.
Rainbow New Energy (00438)'s profit warning expects annual net loss of about 220 million yuan to 245 million yuan year-on-year profit and loss
Rainbow New Energy (00438) announced that it is expected that the Group will operate for the year ended December 31, 2023...
IRICO NEWENERGY: PROFIT WARNING
Ministry of Finance: The total profit of state-owned enterprises in 2023 was 4633.28 billion yuan, up 7.4% year-on-year
From January to December, the main efficiency indicators of state-owned and state-owned enterprises across the country continued to grow steadily, and the upward trend was further consolidated.
National Energy Administration: New energy storage is developing rapidly. By the end of 2023, more than 30 million kilowatts of installed capacity had been put into operation nationwide
By the end of 2023, the country had completed and put into operation a total installed capacity of 31.39 million kilowatts/66.87 million kilowatt-hours, with an average energy storage time of 2.1 hours.
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