Guojin Securities: Silicon prices are speeding up to catch up with overseas demand and maintaining a high boom

Guojin Securities released a research report saying that after silicon prices have rapidly bottomed out recently, it is expected that the release of terminal wait-and-see demand and the weakening price game in the industrial chain will jointly drive an increase in component-side production schedules in May and beyond.

Zhitong Finance01:59 ET

Changes in Hong Kong stocks | PV glass stocks picked up in early trading, glass prices still have slight room to rise, profits or phased improvements

Photovoltaic glass stocks picked up in early trading. As of press release, Xinyi Solar (00968) rose 3.66% to HK$5.38; Follett Glass (06865) rose 1.93% to HK$17.94; and Fuyao Glass (03606) rose 1.55% to HK$42.65.

Zhitong Finance21:58 ET

Ping An Securities: Photovoltaic glass may face phased improvements in the medium to long term, and we still need to pay attention to the new ignition scale, etc.

Considering that the PV module production schedule is still high in April, glass ignition has increased since March, but production capacity will take time to climb. Under tight supply and demand, there is still a slight room for short-term glass prices to rise. Combined with falling prices of raw materials such as soda ash, the profit of photovoltaic glass has improved.

Zhitong FinanceApr 23 22:37 ET

Follett Glass (06865.HK) gains 2.5 million shares from J.P. Morgan

Glonghui, April 22丨According to the latest equity disclosure data on the Stock Exchange, on April 16, 2024, Follett Glass (06865.HK) obtained JPMorgan Chase & Co. to increase its position by 2.5 million shares at an average price of HK$17.5134 per share, involving approximately HK$43.785 million. After the increase in holdings, JPMorgan Chase & Co.'s latest number of open positions was 41.5433 million shares, and the holding ratio increased from 8.67% to 9.23%.

Gelonghui FinanceApr 21 18:56 ET

Changes in Hong Kong stocks | Follett Glass (06865) fell more than 7% in the intraday period, and the institution previously lowered its gross profit margin for this year and next two years

Follett Glass (06865) fell more than 7% in the intraday period. At press time, it was down 4.26% to HK$16.18, with a turnover of HK$118 million.

Zhitong FinanceApr 19 01:52 ET

Follett Glass (06865.HK) plans to hold a board meeting on April 29 to approve the first quarter results

Gelonghui, April 17, 丨 Follett Glass (06865.HK) announced that the board of directors meeting will be held on April 29, 2024 (Monday) to consider and discuss approval of the unaudited first quarter results of the company and its subsidiaries for the three months ended March 31, 2024.

Gelonghui FinanceApr 17 04:40 ET