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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.
AI “eats electricity” violently, and the energy transition is imminent! Photovoltaic solar racetracks are rising
As the energy boom spawned by AI continues to ferment, photovoltaic solar racetracks are also gradually “emerging.” In just over a month, the US PV stock No. 1 Solar has increased by more than 50%, and GCL Technology, a leading Hong Kong stock company, has also surged in volume.
The photovoltaic sector is now once again predicting pulsed “blood back” by leading module manufacturers: bottoming out of profits indicates that an inflection point is approaching
① With the accelerated clearance of backward production capacity, recovery in demand, and implementation of relevant policies, the photovoltaic industry is expected to gradually return to a healthy development path; ② Jinko Energy believes that bottoming out of profits in all sectors is a time when an inflection point has arrived. Losses of more than 70% of enterprises in the first quarter indicate that the inflection point is approaching. Trina Solar believes that the number of new installations will continue to increase in the second half of the year.
Intraday Overview | The three major indices of Hong Kong stocks all fell by more than 1%. The photovoltaic solar sector rose against the market, and GCL Technology rose nearly 7%
The Hang Seng Index fell 1.47%, the Tech Index fell 1.87%, and the China Index fell 1.41%; popular Technet stocks fell; JD, Ali, and Meituan fell more than 3%; and Shangtang rose more than 7%.
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.
Express News | Cathay Pacific Junan: Expectations for an improvement in supply and demand and the near bottom of prices are optimistic that the PV industry will rise marginally
Express News | National Energy Administration: Make every effort to promote the construction of three large wind power photovoltaic bases
What are the benefits of a surge in photovoltaics? The industry's extremely low price accelerates supply clearance, and the bottom window for the mid-cycle has already appeared
This afternoon, PV concept stocks set off a wave of ups and downs. The rapid rotation of various themes and styles has become the main direction of capital inflows. Longji Green Energy received a net purchase of more than 1 billion dollars from the main capital, and TCL Central received a net purchase of more than 600 million dollars. Northbound and institutional capital appeared on the Dragon Tiger list after the market. What are the factors behind the collective rise in various sectors of the photovoltaic industry?
Chinese assets have ushered in a lot of good news!
Today, although the major indices of A-shares and Hong Kong stocks have not increased much, individual stocks have shown a general upward pattern. The money-making effect on the market is obvious, and concept stocks such as PV, real estate, and AI PCs have collectively strengthened.
Continue to believe in “light”? The photovoltaic sector exploded, and market+policy combined efforts to push the industry to clear up
Organization: layout α
Express News | Hong Kong PV solar stocks continued to rise in the afternoon, and GCL Technology rose more than 15%
Intraday Overview | Hong Kong stocks fluctuated higher. After that, Xiaopeng Motors rose more than 12%, leading auto stocks, and Lenovo Group rose more than 11%
The Hang Seng Index rose 0.43%, the Science Index rose 0.72%, and the National Index rose 0.55%; Technet shares generally rose, NIO rose 5%, and Oriental Select rose nearly 4%; Hong Kong Airlines stocks rallied; China Southern Airlines shares rose more than 5%, and China Eastern Airlines shares rose more than 4%.
China Photovoltaic Industry Association: Solve the current difficulties in the photovoltaic industry through market-based means
The China Photovoltaic Industry Association organized a symposium on the high-quality development of the photovoltaic industry
Express News | China Photovoltaic Industry Association: Optimizing PV Manufacturing Industry Management Policies Guiding the Industry's Capacity Construction
The four Southeast Asian countries' PV tariff exemption period is coming to the industry: local silicon wafer production capacity is expected to reduce the impact
Southeast Asia's two-year “anti-evasion” exemption is about to expire. Today, the US White House issued a statement to take further control measures against imported photovoltaic cells on the grounds of so-called unreasonable trade. According to the China Trade Remedies Information Network, the US International Trade Commission (ITC) is expected to issue a preliminary ruling on industrial damage in this case no later than June 10, 2024.
Express News | The Ministry of Commerce responds to the so-called “overcapacity theory”
Silicon Industry Branch: Polysilicon prices fall below costs and supply is expected to shrink
The Silicon Industry Branch issued an article stating that the current price of polysilicon has broken through the cash costs of all production companies, and silicon manufacturers are facing a situation where they lose money when sold.
Express News | The White House announced additional tariffs on a range of Chinese products, including electric vehicles, China: urges the US to immediately cancel
Express News | Biden was revealed to announce new tariffs on China's electric vehicles and the like as soon as next week. China: The US side made mistakes and mistakes
Express News | Changjiang Securities: The photovoltaic sector is expected to start recovering
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