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Hong Kong stock concept tracking | Shanghai issued a document supporting the market expansion of the BIPV industry, which is expected to accelerate, and related industries will benefit (with concept stocks)
On November 29, Shanghai issued “Certain Opinions on Promoting the High-Quality Development of Photovoltaics in New Residential Buildings”.
The Three-year Underlying Earnings Growth at Xinyi Solar Holdings (HKG:968) Is Promising, but the Shareholders Are Still in the Red Over That Time
The truth is that if you invest for long enough, you're going to end up with some losing stocks. Long term Xinyi Solar Holdings Limited (HKG:968) shareholders know that all too well, since the share
Hong Kong stock concept tracking | The installed capacity of power generation increased 47% year on year! Supply and demand expectations are improving, and the inflection point in the photovoltaic sector is getting closer (with concept stocks)
On November 20, the National Energy Administration released the national power industry statistics for January-October. By the end of October, the country's cumulative installed power generation capacity was about 2.81 billion kilowatts, an increase of 12.6% over the previous year.
Guotai Junan: The new energy industry will continue to be stable, and profits are expected to increase significantly
The new energy industry is a must-compete area for major countries. The current industrial policy balances the roles of “structural adjustment” and “steady growth”, and the industrial pattern shows the characteristics of overcapacity and full competition
Hong Kong stock concept tracking | Intelligent PV industry gains policy support to institutions: time is right to bottom the PV sector (with concept stocks)
On November 13, five departments including the Ministry of Industry and Information Technology issued a notice on launching the fourth batch of smart photovoltaic pilot demonstration activities, which will support the cultivation of a number of smart photovoltaic demonstration enterprises and the construction of a batch of smart photovoltaic demonstration projects.
Changes in Hong Kong stocks | Some PV stocks rose higher, Xinyi Solar (00968) rose more than 4%, and the Ministry of Industry and Information Technology may hold a symposium for PV manufacturing companies
The Zhitong Finance app learned that some photovoltaic stocks have risen. As of press release, Xinyi Solar (00968) has risen 4.2% to HK$4.71; Follett Glass (06865) has risen 1.49% to HK$14.96; and GCL (03800) has risen 0.86% to HK$1.17.
Does Xinyi Solar Holdings (HKG:968) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' When we thi
Changes in Hong Kong stocks | Xinyi Solar (00968) fell by more than 5%, leading the decline in photovoltaic glass stocks. Recently, most photovoltaic glass manufacturers have cut prices to increase shipments
Photovoltaic glass stocks declined collectively. As of press release, Xinyi Solar (00968) fell 5.09% to HK$4.66; Follett Glass (06865) fell 3.18% to HK$15.24; Xinyi Glass (00868) fell 2.09% to HK$8.89; and Fuyao Glass (03606) fell 2% to HK$34.35.
CICC Scenery Public Environmental Protection 24-year Outlook: The photovoltaic sector is expected to usher in supply and demand expectations, improve the profit margin of wind power machines, or show an improvement trend
The Zhitong Finance app learned that CICC released a research report saying that in the context of changes in the pace of financing, technological iterations, and policy support, the photovoltaic sector is expected to usher in an improvement in supply and demand expectations, and the inflection point is getting closer.
CITIC Construction Investment: The inventory removal cycle starts at the end of the year, and Q1 PV fundamentals are expected to bottom out in Q1
The bank believes that the above moment will occur in 24Q1. As the profit center of the industrial chain shifts down and the financing environment tightens, it can be seen that the expansion of production in some links has clearly slowed down. In 2024, the photovoltaic industry chain will enter the integration stage, and the leading market share is expected to increase.
Huatai Securities Telecom's 24-year outlook: sea breezes, high domestic reserves, focus on new technology
The Zhitong Finance app learned that Huatai Securities released a research report saying that demand for new energy vehicles is improving, and overcapacity is temporarily suppressing profitability, focusing on battery leaders, new extreme growth targets, and new technologies such as composite foils, lithium manganese iron phosphate, and fast charging technology Alfa.
[Broker Focus] Tianfeng Securities: Demand in the photovoltaic industry continues to be high, and the leading float has good medium- to long-term investment value
Jinwu Financial News | According to Tianfeng Securities Research Report, the price of photovoltaic glass has declined, and transactions are average. As of November 2, the mainstream order price for 2.0mm coated panels was 18.5 yuan/square meter, down 1.33% from last week, and 1.27 percentage points narrower than last week; the mainstream order price for 3.2mm original film was 19 yuan/square meter, down 3.80% from last week, changing from a steady to a decline from last week; and the mainstream order price for 3.2mm coating was 26.5-27 yuan/square meter, down 1.83% from last week, up 0.92 percentage points from last week. Float prices have fallen, and profits have declined. As of November
Changes in Hong Kong stocks | Follett Glass (06865) rose more than 6%, leading photovoltaic stocks, and the photovoltaic sector is expected to benefit from the improvement in the overall market atmosphere
The Zhitong Finance App learned that PV stocks continued to rise. As of press release, Follett Glass (06865) rose 4.35% to HK$15.82; Xinyi Solar (00968) rose 3.47% to HK$5.07; GCL (03800) rose 2.54% to HK$1.21; Xinyi Glass (00868) rose 2.15% to HK$9.48; Kaisheng Xinneng (01108) rose 1.54% to HK$3.96.
Guojin Securities: The Q3 performance of the leading photovoltaic company exceeded expectations and is expected to drive the sector market to a complete bottoming out and recovery
Recently, the photovoltaic industry is showing an increasingly obvious trend of supply-side improvement. Events such as the gradual emergence of price dynamics/profit inflection points in the industrial chain, the sharp decline in Q3 institutional holdings, and the Q3 performance of leading companies exceeding expectations to verify alpha ability are expected to drive the sector to completely establish a solid base and continue to rebound.
Changes in Hong Kong stocks | Follett Glass (06865) rose more than 6%, leading photovoltaic stocks, photovoltaic stocks, photovoltaics is expected to quickly bottom out, and prices are expected to gradually stabilize in the next half a year
Most photovoltaic stocks rose. As of press release, Follett Glass (06865) rose 6.69% to HK$15.3; Xinyi Solar (00968) rose 4.89% to HK$4.93; and Xinyi Glass (00868) rose 4.03% to HK$9.3.
Is It Time To Consider Buying Xinyi Solar Holdings Limited (HKG:968)?
Xinyi Solar Holdings Limited (HKG:968), is not the largest company out there, but it saw significant share price movement during recent months on the SEHK, rising to highs of HK$8.40 and falling
Changes in Hong Kong stocks | PV stocks continue to decline, Folletglass (06865) falls more than 6%, institutions say expectations of oversupply and demand in the PV industry chain are difficult to change
PV stocks continued to decline. As of press release, Follett Glass (06865) fell 6.02% to HK$14.04; Xinte Energy (01799) fell 3.65% to HK$13.2; and Kaisheng Xinneng (01108) fell 2.97% to HK$3.92.
Changes in Hong Kong stocks | Follett Glass (06865) fell more than 6%, leading the decline, and PV glass module manufacturers recently slashed orders and continued to accumulate orders, and the price of optical glass may be under pressure
Photovoltaic glass stocks declined collectively. As of press release, Follett Glass (06865) fell 6.32% to HK$15.12; Xinyi Solar (00968) fell 4.37% to HK$4.81; and Xinyi Glass (00868) fell 0.87% to HK$9.09.
Changes in Hong Kong stocks | Follett Glass (06865) fell more than 5%, leading the decline, PV glass stocks will still face fierce price competition next year
Photovoltaic glass stocks declined collectively. As of press release, Follett Glass (06865) fell 5.05% to HK$15.8; Xinyi Solar (00968) fell 4.92% to HK$5.02; Xinyi Glass (00868) fell 0.97% to HK$9.17; and Fuyao Glass (03606) fell 0.69% to HK$35.8.
CBI: Maintains Xinyi Solar (00968)'s “neutral” rating and cuts target price to HK$6.26
CBI anticipates that the industry will still face fierce price competition next year, and the relationship between supply and demand is expected to improve markedly in the next year.