No Data
No Data
Express News | Bocom Intl has upgraded its rating on Xinyi Energy to buy, with a target price of 1.02 Hong Kong dollars.
Sinolink Securities: The change in the direction of the US presidential election resonates with the impending interest rate cuts, which is expected to drive the recovery of the new energy sector.
The shift in the direction of the US election may gradually become a less divisive and conflicting area in the party agendas regarding the attitude towards the energy industry.
How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.
①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.
The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.
Track the entire lifecycle of the main sector.
Hong Kong stocks fluctuate | Photovoltaic stocks generally decline, with prices falling and profits at multiple stages under pressure. The joint reduction in production by photovoltaic glass factories may have limited impact.
Photovoltaic stocks are generally down, as of the time of writing, Xinyi Solar (00968) fell 4.08%, to HK$2.82; Triumph New Energy (01108) fell 3.03%, to HK$3.84; Xinyi Energy (03868) fell 2.9%, to HK$0.67.
20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
No Data
No Data