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Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
Direct impact of changes | GCL Technology rose more than 7% to lead PV stocks, and the PV stock industry's backward production capacity is expected to clear up at an accelerated pace
On May 30, $PV Solar Energy (BK1233.HK) was stronger in early trading. As of press release, $GCL (03800.HK) $ rose 7.38% to HK$1.60; $Xinyi Solar (00968.HK) $ rose 4.73% to HK$5.54; $Follett Glass (06865.HK) $ rose 4.56% to HK$16.96; $Xinte Energy (01799.HK) $ rose 4.06% to HK$10.0. Market source: Futubull CITIC Securities said that excessive pressure on PV supply has led to high prices and profits in the industrial chain
Hong Kong Stock Concept Tracking | The State Council released a major document! New energy vehicles, photovoltaics, wind power, energy storage welcome catalysis (with concept stocks)
The Zhitong Finance App learned that recently, the State Council issued the “2024-2025 Energy Saving and Carbon Reduction Action Plan”, which welcomed benefits for various industries such as photovoltaics, energy storage, hydrogen energy, and new energy vehicles. Among them, it is proposed to actively develop pumped energy storage and new types of energy storage; speed up the construction of large-scale wind power photovoltaic bases focusing on deserts, Gobi, and deserts; develop biomass energy according to local conditions and promote hydrogen energy development in an integrated manner; and gradually lift restrictions on the purchase of new energy vehicles in various regions and promote the electrification of vehicles in the public sector. Major brokerage firms have also recently published their latest interpretations of the areas mentioned in the plan. Specifically, in terms of new energy vehicles, the plan is proposed
Changes in Hong Kong stocks | GCL Technology (03800) rose more than 9% in the intraday period, institutions say the company is expected to take the lead in breaking out of the bottom of the industry with the cost advantage of granular silicon
The Zhitong Finance App learned that GCL Technology (03800) rose more than 9% in the intraday period. As of press release, it had risen 7.69% to HK$1.54, with a turnover of HK$423 million.
Changes in Hong Kong stocks | Xinte Energy (01799) rose more than 7%, leading the rise in PV stocks, the policy side, supply and demand are strong in both directions, and there are obvious signs that the bottom of the PV sector is at the bottom
PV stocks rose sharply in early trading. As of press release, Xinte Energy (01799) rose 6.65% to HK$9.78; Follett Glass (06865) rose 5.25% to HK$16.44; GCL Technology (03800) rose 5.59% to HK$1.51; and Xinyi Solar (00968) rose 2.3% to HK$5.34.
Singapore Widens Its Pool of Carbon Credits to Offset Emissions
Companies in Singapore can tap a larger pool of carbon credits to offset up to 5% of their taxable emissions after the city-state signed a bilateral agreement with Ghana.
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