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Galaxy Securities: the equipment link of photovoltaic industry will usher in a high boom.
Viewpoint | Power cut caused by hydropower supply shock, and the subsequent impact may spread.
CITIC pointed out that the problem of power shortage may spread in major hydropower provinces and coastal areas, thermal power and nuclear power will benefit from guaranteed supply, and frequent extreme weather also means that energy cleaning Brooks no delay.
The different shutdown time of Sichuan Photovoltaic Industry chain Company has a limited impact on the price of silicon material.
Hong Kong stocks photovoltaic solar plate lower
Hong Kong stock photovoltaic solar plate fell generally.
Sequoia Shen Nanpeng: new energy and carbon neutralization have become the main investment direction of Sequoia Capital China.
Hong Kong photovoltaic solar stocks rose, with Flat Glass Group up more than 5%, Luoyang Glass up 5%, Xiexin New Energy up 4%, Xinte Energy up nearly 3% and Xinyi Solar nearly 1%.
Tianfeng Securities: maintain Xinyi Solar's (00968) "buy" rating target price of HK $17.20
Zhitong Financial APP learned that Tianfeng Securities released a research report saying that to maintain Xinyi Solar's (00968) "buy" rating, based on a more cautious profit forecast for photovoltaic glass units and the pace at which new capacity was put into production, the revenue forecast for 2022-24 was lowered to 209gamble HK $315 / 42.9 billion (the same below), and the net profit forecast for homing mother was 53gamma 86 / 12.6 billion. The net profit of photovoltaic glass and photovoltaic power station is estimated to be 432,75 / 11.4 billion and 10 / 1.2 billion, respectively, with a target price of HK $17.20. Photovoltaic glass stage under pressure, the company firmly expand production in the counter-cycle, leading competitive advantage or sustainable
Xinyi Solar (00968.HK): global investment in solar energy will continue to be strong and "buy"
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