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.
信義能源:2023年報
China Telecommunication Union: In the first quarter, electricity trading centers across the country organized a total of 1424.84 billion kilowatt-hours and an increase of 7.7% year-on-year
On April 30, the China Telecommunication Union released a summary of the national electricity market transactions from January to March 2024.
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.
Xinyi Energy (03868.HK) received 5.386 million shares from Ningquan Assets
Gelonghui, April 23丨According to the latest equity disclosure data from the Stock Exchange, on April 16, 2024, Xinyi Energy (03868.HK) was granted an increase of 5.386 million shares by Shanghai Ningquan Asset Management Co., Ltd. at an average price of HK$1.04 per share, involving approximately HK$5.614 million. After the increase in holdings, the latest number of shares held by Shanghai Ningquan Asset Management Co., Ltd. was 417,259,961 shares, and the shareholding ratio increased from 4.99% to 5.05%.
Xinyi Energy (03868.HK) was granted 5.386 million H shares by Shanghai Ningquan Asset Management Co., Ltd., worth approximately HK$5.6014 million
On April 22, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on April 22, Shanghai Ningquan Asset Management Co., Ltd. increased its holdings of $Xinyi Energy (03868.HK) H-shares by $5.386 million at an average price of HK$1.04 per share on April 16, worth about HK$5.6014 million. After the increase in holdings, the latest number of shares held by Shanghai Ningquan Asset Management Co., Ltd. was 417 million shares, and the good position ratio increased from 4.99% to 5.05%. Photo Source: Stock Exchange Equity Disclosure What is equity disclosure? According to the requirements of the Hong Kong Stock Exchange, major shareholders (individuals and companies holding 5% or more of the shares) are required
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.
Changes in Hong Kong stocks | Follett Glass (06865.HK) fell by more than 4%, leading the decline. The photovoltaic glass stock industry will have a large production capacity, and it is difficult to continue to increase significantly in demand
Photovoltaic glass stocks generally declined in early trading. As of press release, Xinyi Energy (03868.HK) fell 4.35% to HK$1.1; Follett Glass (06865.HK) fell 4.01% to HK$19.16; Xinyi Solar (00968.HK) fell 2.71% to HK$2.71; and Xinyi Glass (00868.HK) fell 2.04% to HK$8.63.
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.
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.
No Data