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
Hong Kong's new energy materials stocks fluctuated downward in the intraday period. Follett Glass fell nearly 4%, Xinyi Energy Storage fell more than 3%, and Xinyi Solar and Xinte Energy all fell.
Hong Kong's new energy materials stocks fluctuated downward in the intraday period. Follett Glass fell nearly 4%, Xinyi Energy Storage fell more than 3%, and Xinyi Solar and Xinte Energy all fell.
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.
May 8 Repurchase Collection | Hang Seng Bank, Swire Group A and others bought back one after another. Of these, Hang Seng Bank spent HK$32.0953 million
According to documents disclosed by the Hong Kong Stock Exchange on May 9, $Hang Seng Bank (00011.HK) $ and $Swire Group A (00019.HK) $ repurchased shares. ① $Hang Seng Bank (00011.HK) $ repurchased 300,000 common shares on May 8, involving an amount of HK$32.0953 million. The repurchase price per share ranged from HK$107.7 to HK$106. The cumulative number of securities repurchased during the year (since the adoption of the ordinary resolution) is 300,000 shares, accounting for 0.016% of the number of shares issued when the ordinary resolution was passed. ② $Swire Group A
Follett Glass (06865.HK) bought back 957,900 A-shares for the first time on May 8
Gelonghui, May 8, 丨 Follett Glass (06865.HK) announced that according to the “Listed Company Share Repurchase Rules”, “Shanghai Stock Exchange Listed Companies Self-Regulatory Guidelines No. 7 - Share Repurchase” and other relevant regulations, the company's first repurchase of A shares was announced as follows: On May 8, 2024, the company purchased 957,900 A-share shares for the first time through centralized bidding transactions, accounting for 0.04% of the company's total issued share capital of 2,351,324,281 shares as of March 31, 2024. 26.25 yuan/share,
Follett Glass (06865.HK) repurchased 957,900 A shares and 715,000 H shares on May 8
Follett Glass (06865.HK) announced that on May 8, 2024, it spent about 24.9981 million yuan to repurchase 957,900 A shares and about HK$12.833 million to repurchase 715,000 H shares.
Follett Glass (06865.HK) spent HK$12.835 million to buy back 715,000 shares on May 8
Gelonghui, May 8 | Follett Glass (06865.HK) announced that it spent HK$12.835 million to buy back 715,000 shares on May 8.
Follett Glass (06865) repurchased 957,900 A shares and 715,000 H shares on May 8
Follett Glass (06865) announced that on May 8, 2024, it spent about 24.9981 million yuan to buy back 95...
Follett (601865.SH): Initial repurchase of 957,900 A-shares
On May 8, 2024, Gelonghui (601865.SH) announced that on May 8, 2024, the company repurchased 957,900 A-shares for the first time through centralized bidding transactions, accounting for 0.04% of the company's total issued share capital of 2,351,324,281 shares as of March 31, 2024. The highest transaction price for the initial repurchase of A-share shares was 26.25 yuan/share, and the minimum transaction price was 25.94 yuan/share. The total amount paid was RMB 24.980.95 million (excluding transaction fees such as stamp duty and transaction fees).
Changes in Hong Kong stocks | Photovoltaic glass stocks collectively fell, Follett Glass (06865) fell more than 7%, Xinyi Solar (00968) fell more than 5%
The Zhitong Finance App learned that PV glass stocks fell collectively. As of press release, Follett Glass (06865) fell 6.53% to HK$18.04; Xinyi Solar (00968) fell 5.31% to HK$5.53; Kaisheng New Energy (01108) fell 4.53% to HK$5.06; Xinyi Glass (00868) fell 3% to HK$9.7. Guotai Junan Futures pointed out that looking ahead, the supply of photovoltaic glass is relatively sufficient. Considering the rigidity of production capacity, it is expected that the profit of photovoltaic glass will still be in a low range in 2024. Based on careful considerations of profitability and cold repair costs,
The photovoltaic sector of Hong Kong stocks declined, with Follett Glass falling more than 7%, Xinyi Solar Energy falling more than 6%, and GCL Technology falling more than 3%.
The photovoltaic sector of Hong Kong stocks declined, with Follett Glass falling more than 7%, Xinyi Solar Energy falling more than 6%, and GCL Technology falling more than 3%.
Follett Glass (6865.HK): Q1 performance exceeded expectations, high boom fully verified
The incident described Follett's quarterly report. 2024Q1 achieved revenue of 5.726 billion yuan, up 7% year on year, up 2% month on month; net profit to mother was 760 million yuan, up 49% year on year, down 4% month on month. The performance was better than expected.
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.
Follett Glass (06865.HK) has not implemented the repurchase of A-shares
Gelonghui, May 7, 丨 Follett Glass (06865.HK) announced that as of April 30, 2024, the company had repurchased 0 A-shares, accounting for 0% of the company's total share capital. The total amount paid was 0 yuan, and the company had not implemented the repurchase of A-shares.
Follett (601865.SH): The repurchase of A-shares has not yet been implemented
Glonghui, May 7, 丨 Follett (601865.SH) announced that as of April 30, 2024, the company had repurchased 0 A-shares, accounting for 0% of the company's total share capital. The total amount paid was 0 yuan, and the company had not implemented the repurchase of A-shares.
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%.
Follett (601865) 2024 Quarterly Report Review: Inventory digests, increases shipping, loosens costs, profit improves year-on-year
Note: The company publishes its 2024 quarterly report. 2024Q1 achieved operating income of 5.726 billion yuan, +6.73% year-on-year, and +1.54% month-on-month; net profit to mother of 760 million yuan, +48.57% year-on-year.
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?
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