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.
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.
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.
順風清潔能源:二零二三年年報
Express News | Zhongtai Securities: Improved supply and demand for photovoltaic glass is expected to drive a sharp rise in product volume and price
Leading PV module “kick hall” energy storage exhibition: 300+Ah large batteries at the core of the package are standard | Industry News
As a key part of the new power system, the energy storage market has entered a period of rapid development. The Zhongguancun Energy Storage Industry Technology Alliance predicts in the recently released “White Paper on Energy Storage Industry Research 2024” that by 2030, the cumulative installed capacity of China's new energy storage market will exceed 200 GW, with a compound growth rate of over 30% from 2024 to 2030.
China Defies Decarbonization Trend As Coal Imports Climb 16.9% In Q1 2024
Despite global efforts towards decarbonization, coal imports in China are on the rise, signaling persistent demand for the commodity.
Express News | Downstream demand is improving, production capacity is expanding in an orderly manner, and the price of photovoltaic glass is expected to continue to rise in April
New Energy Revitalizes China's Coal-mining Subsidence Areas
he former coal mining hub in North China's Shanxi province, which was once abandoned and shrouded in silence, is now buzzing with machines and workers bracing the cold winds.
Shunfeng Clean Energy (01165.HK): Adjusted EBITDA of about RMB 178 million in 2023 decreased by 40.8% year-on-year
Gelonghui, March 27, 丨 Shunfeng Clean Energy (01165.HK) announced that for the year ended December 31, 2023, revenue was approximately RMB 238 million, down 23.8% year on year; gross profit was approximately RMB 118 million, down 18.2% year on year; EBITDA was approximately RMB 43.94 million, down 89.3% year on year; adjusted EBITDA was approximately RMB 178 million, down 40.8% year on year; basic loss per share. During the reporting period, revenue decreased by 23.8% year-on-year, mainly due to completion in the current year
SFCE: ANNOUNCEMENT OF AUDITED ANNUAL RESULTS FOR THE YEAR ENDED 31 DECEMBER 2023
State Assets Administration Commission: Promote continuous optimization of the energy structure and advance deployment of research on strategic cutting-edge technologies such as advanced energy storage
① It is necessary to promote continuous optimization of the energy structure, give full play to the advantages of central enterprises, strengthen and improve the main business and improve efficiency; ② concentrate efforts on breaking through a number of key major technical equipment, deploy and research advanced strategic cutting-edge technologies such as advanced energy storage ahead of schedule; ③ accelerate the construction of new energy infrastructure, promote intelligent transformation of power grid infrastructure and smart microgrid construction, and focus on improving the power grid's ability to accept, allocate and control clean energy.
Shunfeng Clean Energy (01165.HK) Profit Alert: It is expected to record a loss of about 471 million yuan in 2023
On March 18, Gelonghui | Shunfeng Clean Energy (01165.HK) announced that the Group expects to record a loss of approximately RMB 471 million in 2023, while a loss of approximately RMB 179 million will be recorded in 2022.
SFCE: PROFIT WARNING
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