01108 TRIUMPH NEW EN
- 5.160
- -0.040-0.77%
TRIUMPH NEW EN News
Express News | The White House announced additional tariffs on a range of Chinese products, including electric vehicles, China: urges the US to immediately cancel
Zhitong Hong Kong Stock Connect Shareholding Analysis|May 15
According to data disclosed on May 14, 2024, Marco Digital Technology (01942.HK), Shandong Molong (00568.HK), and Kaisheng Xinneng (01108.HK) ranked in the top 3 shares of Hong Kong Stock Connect, with 68.18%, 66.56%, and 64.80% respectively. In addition, Bank of China (03988.HK), China Mobile (00941.HK), and CNPC (00857.HK) saw the biggest increases in their holdings in the last 5 trading days, with statistics of +1,826 billion yuan, +1,409 billion yuan, and +922 million respectively
Kaisheng New Energy (600876): Prospects for improving the profits of photovoltaic glass are worth looking forward to
The company released its 2024 quarterly report. 2024Q1 revenue was 1.44 billion yuan, yoy +1%; net profit to mother was -0.1 billion yuan, which turned loss year-on-month; net profit after deducting non-return to mother was -0.1 billion yuan, the average year-on-month average
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
International silver prices are back on an upward trajectory, the industry may cause a surge in industrial demand
① International silver prices are near a ten-year high. As of press time, spot silver has risen nearly 3% per day; ② The CEO of Coldaren Mining said that industrial demand for silver is soaring, driven by electrification applications such as photovoltaics, while supply is flat or even declining.
Huatai Securities: PV equipment production capacity is already showing signs, focus on targets with strong business structure resilience and technology iteration benefits
As the penetration rate of new PV installations increases, it is expected that the growth rate of new installed capacity will gradually decline. Considering the “second-order” characteristics of equipment, downstream production expansion will slow down or even decline, but it is also expected to promote marginal improvements in the PV supply and demand pattern in all aspects of the PV industry chain and promote the clearance of production capacity in the main PV industry chain.
Changes in Hong Kong stocks | Photovoltaic glass stocks collectively fell, Follett Glass (06865) fell more than 7%, Xinyi Solar (00968) fell more than 5%
The Zhitong Finance App learned that PV glass stocks fell collectively. As of press release, Follett Glass (06865) fell 6.53% to HK$18.04; Xinyi Solar (00968) fell 5.31% to HK$5.53; Kaisheng New Energy (01108) fell 4.53% to HK$5.06; Xinyi Glass (00868) fell 3% to HK$9.7. Guotai Junan Futures pointed out that looking ahead, the supply of photovoltaic glass is relatively sufficient. Considering the rigidity of production capacity, it is expected that the profit of photovoltaic glass will still be in a low range in 2024. Based on careful considerations of profitability and cold repair costs,
More and Faster: Electricity From Clean Sources Reaches 30% of Global Total
For the first time, 30% of electricity produced worldwide was from clean energy sources as the number of solar and wind farms continued to grow fast.
The Hong Kong stock photovoltaic sector strengthens collectively, and institutions expect the industrial chain to stop falling in May and begin to make up profits
① The photovoltaic sector of Hong Kong stocks strengthened collectively in the afternoon. Which individual stocks were active? ② Institutions expect the industry chain to stop falling and start recovering profits in May. Will this strengthen the rebound?
Hong Kong Stock Afternoon Review | The three major indices of Hong Kong stocks pulled back, and the Tech Index fell nearly 2%; PV stocks reversed the market, and GCL Technology rose more than 6%
Technology Network stocks declined; Bilibili fell more than 6%, NetEase fell more than 4%, Kuaishou and Meituan fell nearly 4%; as concept stocks declined, Huazhu Group fell more than 3%, and Jiumaojiu fell nearly 3%.
Express News | According to data from the National Energy Administration, photovoltaic power generation added 45.74 million kilowatts of grid-connected capacity in the first quarter of 2024, with a cumulative grid-connected photovoltaic power generation capacity of 659.
Changes in Hong Kong stocks | Kaisheng Xinneng (01108) fell more than 7% in the afternoon, the profit to loss margin fell year-on-year in the first quarter
Kaisheng New Energy (01108) fell more than 7% in the afternoon. As of press release, it was down 7.24% to HK$5.38, with a turnover of HK$4.981 million.
Kaisheng Xinneng (1108.HK): The first quarter results fell short of expectations and the gap in gross margin of leading companies widened, and the target price was lowered
The first quarter results fell short of expectations, and the gap with the leading gross margin widened: the company's revenue for the first quarter of 2024 was 1.44 billion yuan (same below), +0.8%/-22.9% yoy/month-on-month, and a non-net loss of 0.0
Kaisheng Xinneng (01108) plans to appoint Grant Thornton as the 2024 Audit Institution
Zhitong Finance App News, Kaisheng New Energy (01108) issued an announcement. The board of directors of Kaisheng New Energy Co., Ltd. plans to appoint Grant Thornton Accounting Firm (Special General Partnership) as the company's 2024 auditor. The matter of renewing the accounting firm has yet to be submitted to the Company's Annual General Meeting of Shareholders for consideration.
Kaisheng Xinneng (01108) intends to appoint Yuan Jian as an independent non-executive director
Zhitong Finance App News, Kaisheng Xinneng (01108) announced that since Mr. Zhao Hulin resigned as an independent non-executive director of the company on December 22, 2023, the board of directors agreed to nominate Ms. Yuan Jian as an independent non-executive director candidate for the 10th board of directors of the company.
Kaisheng Xinneng (01108) announced first-quarter results with net loss of about 6.3531 million yuan year-on-year profit to loss
Kaisheng Xinneng (01108) announced its results for the first quarter of 2024, with revenue of about 1,438 billion yuan, a year-on-year increase...
凱盛新能：2024年第一季度報告
Kaisheng Xinneng (600876): Q1 revenue continued to grow, gross margin declined under pressure
24Q1 revenue/net profit to mother +0.8%/-0.2 billion yuan, maintaining “buying” 24Q1 company revenue/net profit of 14.4/-0.1 billion yuan, +0.8%/-0.2 billion yuan, PV glass
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.
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