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"Big Bank report" HSBC studies raising Poly Xiexin (03800.HK) target price to 4 yuan to maintain "buy" rating
HSBC recently visited 03800.HK 's new granular polysilicon production line in Jiangsu, which went into production only two weeks ago, according to a research report. Although some investors are skeptical about the company's granular polysilicon, it is believed that the company will attract more investors to visit the factory in the coming weeks, which will help to enhance transparency. The bank noted that the Poly Xiexin Leshan plant could be an important milestone for the company in the middle of fiscal year 2022, as it is expected to help address market concerns about the company's scalability, quality and cost. In addition, the bank's forecast for the company remains the same, but the target price is determined by
The installed capacity of wind power connected to the grid in the mainland has exceeded 300 million kilowatts for 12 consecutive years, ranking first in the world.
According to CCTV News, according to the National Energy Administration, so far, the grid-connected installed capacity of wind power in the mainland has reached 300.15 million kilowatts, breaking the 300 million kilowatt mark, double that at the end of 2016, 1.4 times that of the European Union at the end of 2020 and 2.6 times that of the United States. it has ranked first in the world for 12 consecutive years.
Hong Kong stocks scan | Pop Mart International rose by nearly 5%, COSCO Shipping Holdings by more than 9%
Green Power concept stocks rose against the trend, China Electric Power rose nearly 11%, Datang New Energy rose more than 6%, China Resources Power Holdings rose more than 5%, China Energy Construction Hong Kong stocks rose nearly 18%, A shares rose by the limit.
Comments on Hong Kong stocks | Technology stocks fell across the board, with Kuaishou Technology falling by more than 8% and Ali by more than 4%.
The Hang Seng Index fell 2.67%, the Hang Seng Science and Technology Index fell 3.25%, Meituan fell nearly 4%, Tencent fell more than 3%, XIAOMI and Bilibili Inc. fell more than 2%. Gambling stocks, catering stocks, aviation stocks fell collectively, large finance, oil stocks, inner housing stocks, coal stocks all fell; on the other hand, biotechnology stocks rose against the trend, household appliances and other individual sectors rose.
The mainland plans to ban the publication of advertisements for out-of-school training in primary and secondary schools and kindergartens
China's General Administration of Market Supervision announced that in order to further improve the Internet advertising regulatory system, enhance the scientific nature and effectiveness of Internet advertising supervision, and promote the sustained and healthy development of the Internet advertising industry, on the basis of revising the interim measures for the Administration of Internet Advertising, the measures for the Administration of Internet Advertising (draft for Public solicitation of opinions) have been drafted. It is mentioned that off-campus training advertisements for primary and secondary schools and kindergartens are not allowed to be published on the Internet. Internet media such as websites, web pages and Internet applications aimed at minors shall not be used to publish medical, pharmaceutical, health food, medical devices, cosmetics, alcohol, beauty advertisements and other Internet media that are not conducive to minors.
Hong Kong stocks change, Photovoltaic stocks fall, US International Trade Commission tends to extend tariffs on Chinese solar panels
On November 26, Gelonghui photovoltaic stocks fell, Poly Xiexin Energy fell by more than 6%, North controlled Clean Energy fell by about 5%, and Xinte Energy fell by 4.69%. The US International Trade Commission (ITC) agreed on Wednesday that Chinese-made solar panels still pose a threat to US industries and that it is necessary to maintain the previous US administration's measures to impose import duties on Chinese solar equipment to protect domestic industries. During the Trump administration, the US imposed a four-year tariff on Chinese-made solar panels, with a tax rate of 30 per cent in the first year and 15 per cent in the last year, which will expire in February next year. ITC will be in December
Afternoon comment on Hong Kong stocks | the three major indexes all fell by more than 2%, the anti-epidemic concept stocks rose, and Tengsheng Bo medicine rose by more than 6%.
Large-scale technology stocks fell, Kuaishou Technology fell by more than 6%, Meituan by nearly 4%, Tencent by more than 3%, BABA by nearly 3%, OLED concept, pharmaceutical outsourcing concept, home appliance stocks, etc., gambling stocks fell across the board, Evergrande concept stocks, tobacco concept stocks, aviation stocks fell at the top.
Changes in Hong Kong stocks | Poly Xiexin Energy (03800) fell more than 6%, leading photovoltaic stocks to suspend the launch of rooftop photovoltaic projects in many places.
Zhitong Financial APP learned that photovoltaic stocks were collectively lower in early trading. As of press time, Poly Xiexin Energy (03800) fell 6.34% to HK $3.10; New Special Energy (01499) fell 3.49% to HK $17.7; Beijing Control Clean Energy Group (01250) fell 2.97% to HK $0.098; Xinyi Solar (00968) fell 2.3% to HK $13.58; Flat Glass Group (06865) fell 2.05% to HK $33.40. On the news side, on November 22, the Henan Provincial Development and Reform Commission issued a notice calling for the smooth and orderly promotion of roof photovoltaic power generation.
Most of the photovoltaic sectors in Hong Kong stocks fell, Poly Xiexin Energy fell more than 5 per cent, downwind clean energy and Xinyi Solar fell more than 2 per cent.
Inner Mongolia: the production capacity of wind power units and their parts and components with an annual output of more than 8 million kilowatts was formed during the 14th five-year Plan period.