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The photovoltaic sector is now once again predicting pulsed “blood back” by leading module manufacturers: bottoming out of profits indicates that an inflection point is approaching
① With the accelerated clearance of backward production capacity, recovery in demand, and implementation of relevant policies, the photovoltaic industry is expected to gradually return to a healthy development path; ② Jinko Energy believes that bottoming out of profits in all sectors is a time when an inflection point has arrived. Losses of more than 70% of enterprises in the first quarter indicate that the inflection point is approaching. Trina Solar believes that the number of new installations will continue to increase in the second half of the year.
Northbound Capital Purchase Report: Ningde Era received a net purchase of 427 million yuan
Northbound Capital made a significant net purchase of 2,748 billion yuan today.
Chinese assets have ushered in a lot of good news!
Today, although the major indices of A-shares and Hong Kong stocks have not increased much, individual stocks have shown a general upward pattern. The money-making effect on the market is obvious, and concept stocks such as PV, real estate, and AI PCs have collectively strengthened.
Entering the US with “King Ning”? Kodali plans to build its first factory in the US
① Kodali, with a total market value of less than 30 billion yuan, announced the construction of a power battery precision structural parts production base in the US. Company officials said the decision was only made with a clear order; ② As early as 2022, Kodali signed a strategic cooperation agreement with the Ningde Era to speed up the implementation of overseas cooperation to build a battery structural parts production base.
A+H of Junda Co., Ltd. went one step further, and the Hong Kong listing was notified by the Securities Regulatory Commission
According to the new overseas listing and filing regulations for domestic companies that came into effect on March 31, 2023, companies chose to list H-shares in Hong Kong. The original path of big and small is a thing of the past. Companies listed overseas can directly submit a prospectus, and the roadmap will be replaced by a “filing notice”.
Goodway: The Q1 domestic household system development business contributed a lot of revenue and the industry is expected to finish in the middle or second half of the year | Direct access to performance
① Goodway executives said that inventory removal in the European inverter industry is still gradually improving. Overall market demand in Europe is still in a relatively steady upward trend, and it is expected that industry inventories will be eliminated in the middle or second half of this year. ② The company's domestic household system development business contributed a lot of revenue in the first quarter. Overseas revenue for the first quarter was about 400 million yuan, accounting for about 36%. The gross margin for the first quarter was less than 30%, down slightly from last year.