A quick look at the Hong Kong market | The three major indices have collectively pulled back, and the science index fell more than 2% to 4,000 points; domestic housing stocks rose against the market, and Xincheng Development rose nearly 6%
Technology Network stocks generally fell; Bilibili fell more than 6%, Kuaishou fell nearly 5%, and Meituan fell nearly 4%; copper concept stocks strengthened, Wanguo International Mining rose nearly 10%, and China's nonferrous mining industry rose more than 4%.
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%.
信義光能:二零二三年年報
The last major increase in efficiency of crystalline silicon modules? Longji Green Energy's performance will push BC Technology to “break the siege” and new products are expected to be released in 2025 | Direct access to the results
① The company is about to release HPBC second-generation modules, and the module battery conversion efficiency has reached 24.4%; ② The company believes that BC technology is mainstream, and composite passivated back contact batteries are the definitive direction; ③ The company believes that according to the current market supply situation, without any special external factors, the supply chain imbalance problem will be difficult to resolve in the short term, and the elimination of backward companies will be accelerated.
Component prices fell, JinkoEnergy's Q1 net profit decreased by nearly 30% year-on-year
On the evening of April 29, JinkoEnergy released its first quarter results report. In the first quarter of this year, the company's revenue was 23.084 billion yuan, a year-on-year decrease of 0.3%; realized net profit of 1,176 billion yuan, a year-on-year decrease of 29.09%, and an increase of about 8.29% over the previous year.
The “power” of inventory and asset impairment is too great, Longji Green Energy turned profit and loss in the first quarter | Financial Report Interpretation
① Longji Green Energy's Q1 net loss was 2.35 billion yuan, and current inventory asset impairment preparations reached 2,649 billion yuan, which is an important reason for profit and loss; ② Regarding the annual target, the company head said that the overall shipping growth rate this year will not be lower than the average growth rate of the industry, and product shipments will continue to grow.
JinkoEnergy responds to the fire accident at the Shanxi factory: it is expected to have a certain impact on this year's results
① Regarding the fire accident at the Shanxi factory, Jinko Energy explained the situation today and is initially expected to have a certain impact on the 2024 annual results; ② According to Jinko Energy's previous plan, in 2024, the company will “strive to achieve an annual shipment target of 100-110GW, of which N-type shipments account for nearly 90%”.
Hong Kong Stock Afternoon Review | Hang Seng Index rose slightly by 0.55%, Great Wall Motor rose nearly 10%, and Bilibili rose nearly 4%
Photovoltaic solar energy stocks rose one after another; Xinyi Solar Energy and GCL Technology rose nearly 3%; insurance stocks generally rose; China Taiping rose more than 4%, and China Ping An rose nearly 3%.
JinkoEnergy's net revenue and profit double increase in 2023, and this year's shipment target is 100-110GW, calling it “accelerate the elimination of backward production capacity”
Yesterday evening (April 22), JinkoEnergy released its 2023 annual report. Benefiting from a sharp increase in PV module shipments, during the reporting period, the company achieved revenue of 118.682 billion yuan, an increase of 43.55% over the previous year; realized net profit of 7.440 billion yuan, an increase of 153.20% over the previous year.
Send 1.4 billion red envelopes! Sunshine Power's revenue increased by nearly 80% last year. Why did they “stay where they are” in the first quarter of this year?
① Sunshine Power's photovoltaic and energy storage business is booming, with both revenue and net profit reaching new highs in 2023, and plans to distribute cash dividends of about 1,417 billion yuan; ② Revenue declined sequentially in the first quarter of this year, which analysts believe may be related to the slowdown in the growth rate of PV installed capacity.
The regulation ordered Gao Lin's HHLR to buy back shares in Longji Green Energy. According to the five characteristics, it ordered the repurchase
① Small and medium shareholders have improved their sense of security and attainment. They can protect their rights and interests by sharing the proceeds of the price difference; ② regulations have severely cracked down on various types of illegal holdings reduction. Since last year, more than 10 cases of illegal holdings reduction have been ordered to be corrected (repurchased); ③ violators are unable to obtain benefits through illegal acts, and may even have to pay more to buy back shares, which guarantees the fairness of the market.
Intraday Overview | Domestic housing stocks and telecom stocks generally rose. Sunac China rose more than 5%, and China Telecom rose about 3%
The three major indices weakened slightly. Most gaming stocks fell, Galaxy Entertainment fell more than 5%, and Sands China and Macau International Development fell nearly 4%.
A quick overview of the Hong Kong market | Science Index fell more than 3%, Science Network stocks weakened, and Bilibili fell more than 5%
Auto stocks fell sharply, with NIO falling more than 10%, and Xiaopeng Motors falling more than 5%; gaming stocks continued to decline, with Aobo Holdings falling nearly 7% and Sands China falling nearly 6%.
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.
Intraday Overview | The three major indices fell by more than 1%, domestic housing stocks collectively declined, and Shimao Group fell more than 7%
Technology Network stocks generally fell; NetEase fell more than 3%, Kuaishou fell more than 2%; automobile stocks declined, ideally falling by more than 2%; gold stocks strengthened, Zhaojin Mining rose more than 2%, and Zijin Mining and Shandong Gold rose more than 1%.
Hong Kong Stock Afternoon Review | The three major indices strengthened slightly. Automobile stocks and power equipment stocks improved, Great Wall rose more than 7%, and Xinyi Solar rose more than 6%
Technology and network stocks had mixed ups and downs. NetEase rose more than 3%, Baidu fell more than 3%; domestic housing stocks generally rose, New World Development rose more than 3%, Sunac China rose 2%; gas stocks rose nearly 4%, and Xinao Energy rose more than 3%.
Jingke Energy Li Xiande: Suggest that the country speed up the construction of new energy storage systems and establish a market-based electricity trading model
On April 8, Li Qiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, held a symposium of experts and entrepreneurs on the economic situation in Beijing to listen to the speeches of relevant experts and heads of some enterprises. The “Science and Technology Innovation Board Daily” reporter learned that Li Xiande, chairman of Jingke Energy, was invited to attend the symposium to report on the current economic situation and the development of the photovoltaic industry.
Intraday quick overview | Auto stocks and photovoltaic glass stocks generally rose, with Great Wall up more than 6%, and Xinyi Solar Energy up more than 5%
Domestic housing stocks and property management stocks rose sharply; China's overseas development rose by about 2%; Country Garden Services rose about 1%; lithium battery stocks improved, Ganfeng Lithium rose about 6%; NetEase rose more than 2%, and its game was approved. Reports say that National Service Blizzard may return.
Xiaomi concept stocks are definitely on the list! List of individual stocks where Northbound Capital increased its positions by a large percentage this month
① The Xiaomi concept stock Anjie Technology received more than 2.6% of the northbound capital increase this month, while the chip concept stock Huafeng Measurement and Control and Lixin Micro received a 3.12% and 2.5% increase in northbound capital during the same period, respectively. ② Sort out the list of individual stocks that have increased their northbound capital holdings by more than 2.5% in the past month (attached table).
Is the volume not as large as the volume technology? Longji Green Energy's new silicon wafers are expected to be shipped in Q3 batches and the phased oversupply pressure of silicon wafers is still there
① Longji Green Energy released Terry PV silicon wafers. High resistance concentration is beneficial to downstream battery products to improve efficiency; ② Silicon wafer prices continue to weaken due to high inventories, and silicon wafer manufacturers seek higher premiums and market share through technological and technological progress;