China Drives Down Cost of Solar Power Development
China's large-scale development of solar power, coupled with continuous innovation and a complete industrial chain, is driving down production costs and making new energy products more affordable worldwide, experts said.
凱盛新能:2023年度報告
Changes in Hong Kong stocks | PV glass stocks continue to decline, Follett Glass (06865) falls more than 4%, Xinyi Glass (00868) falls more than 3%
The Zhitong Finance App learned that photovoltaic glass stocks continued to decline. As of press release, Follett Glass (06865) fell 4.48% to HK$18.32; Xinyi Glass (00868) fell 3.29% to HK$8.23; Xinyi Solar (00968) fell 3.13% to HK$5.88; Kaisheng New Energy (01108) fell 2.38% to HK$5.32. According to the news, according to Solbi's consultation, some early ignition production lines have recently been put into production one after another, and the supply supply in the photovoltaic glass market has increased slightly. Looking at next week, glass manufacturers will mainly execute orders. Inventory deceleration is expected to slow down. Market is expected
Kaisheng New Energy (600876.SH): Received a government subsidy of 77.5787 million yuan
Gelonghui, April 2, 丨 Kaisheng Xinneng (600876.SH) announced that, as confirmed by the financial department of the Company, the Company and its subsidiaries received various government subsidies totaling RMB 77.5787 million from August 31, 2023 to April 2, 2024.
Kaisheng Xinneng (01108) plans to be commissioned by Kaisheng Technology Group to manage 64.6832% of its shares in Kaisheng Glass Holdings
Zhitong Finance App News, Kaisheng Xinneng (01108) announced that the company signed an “Equity Custody Agreement” with Kaisheng Technology Group Co., Ltd. (hereinafter referred to as “Kaisheng Technology Group”). The company agreed to accept Kaisheng Technology Group's entrustment to manage 64.6832% of the shares of Kaisheng Glass Holdings Co., Ltd. (hereinafter referred to as “Kaisheng Glass Holdings”), with a management fee of RMB 1 million per year.
Triumph New Energy's 2023 Profit Declines 3.5%
Triumph New Energy (HKG:1108) posted 2023 net profit attributable to shareholders of 394.7 million yuan, or 0.61 yuan per share, down 3.5% from 409.0 million yuan, or 0.63 per share, a year earlier. T
Kaisheng New Energy (01108) transferred desulfurization and denitrification equipment and cold end and annealing kiln equipment
Kaisheng Xinneng (01108) announced that on March 28, 2024, the company's wholly-owned subsidiary, Beifang Glass and Kai...
TRIUMPH NEW EN: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2023
Kaisheng Xinneng (600876.SH) announced its 2023 annual results, with net profit of 395 million yuan, a year-on-year decrease of 3.5%
Kaisheng Xinneng (600876.SH) disclosed its 2023 annual report, and the company achieved revenue of 65 in 2023...
TRIUMPH NEW EN: NOTICE OF BOARD MEETING
Kaisheng Xinneng (01108.HK) plans to hold a board meeting on March 28 to approve the annual results
Gelonghui March 14, 丨 Kaisheng Xinneng (01108.HK) issued an announcement. The board meeting will be held on March 28, 2024 to review and approve the following: 1. The annual results of the company and its subsidiaries for the year ended 31 December 2023; 2. Publish the annual results announcement of the company and its subsidiaries for the year ended 31 December 2023 in accordance with the requirements of the listing rules; and 3. Any other matters (if applicable).
TRIUMPH NEW EN: NOTICE OF BOARD MEETING
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.
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.
Changes in Hong Kong stocks | Follett Glass (06865) rose more than 9%, leading the way, photovoltaic glass stock institutions expect soda ash prices to continue to decline, and the gross margin of photovoltaic glass is expected to break out of the trough
As of press release, Follett Glass (06865) rose 9.81%, with a turnover of HK$43.8 million; Xinyi Solar (00968) rose 9.26%, with a turnover of HK$76.24 million; Kaisheng New Energy (01108) rose 2.08%, with a turnover of HK$236,700.
Market Might Still Lack Some Conviction On Triumph New Energy Company Limited (HKG:1108) Even After 30% Share Price Boost
The Triumph New Energy Company Limited (HKG:1108) share price has done very well over the last month, posting an excellent gain of 30%. Unfortunately, the gains of the last month did little to righ
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.
Changes in Hong Kong stocks | Kaisheng Xinneng (01108) rose more than 5%, led the PV stock industry chain price rebounded steadily, and supply-side excess situation improved marginally
The Zhitong Finance App learned that PV stocks generally rose. As of press release, Kaisheng New Energy (01108) rose 5.2% to HK$4.45; Follett Glass (06865) rose 3.13% to HK$13.84; Xinyi Solar (00968) rose 2.71% to HK$3.79; and GCL Technology (03800) rose 1.03% to HK$0.98. Capital Securities pointed out that prices in the industrial chain have been rising steadily recently. As the Spring Festival is approaching, enterprises have basically completed pre-holiday preparations. Subsequent prices need to pay close attention to the extent of post-holiday demand recovery and actual production capacity investment progress. Demand side, 20
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