BK0007 Glass Fibreglass
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- +8.706+0.89%
Received a warning letter just today and opened a case to investigate “Bronze King” Wang Wenyin's Zhengwei New Materials is in trouble again?
① Due to untimely disclosure of shareholders' shares being frozen by the courts, etc., Zhengwei New Materials and Chairman Wang Wenyin were issued a warning letter, and the listed company was investigated by the Securities Regulatory Commission; ② Shenzhen Yiwei's 3.87% shares of Zhengwei New Materials were contested by Yinque New Materials judicial auctions today. For example, Yinque Xincai had no relationship with more than 5% of the company's shareholders. Jiuding Group, the former second-largest shareholder of the company, will passively become the company's largest shareholder.
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.
Private equity leader Gao Yi's asset holdings revealed: Deng Xiaofeng, Feng Liu, and Qiu Guolu each made moves
① Gao Yi Linshan No. 1, managed by Feng Liu, held 3 shares of Baofeng Energy, Angel Yeast, and Shanghai Jiahua at the end of last year. ② Deng Xiaofeng's holdings cover stocks such as Zijin Mining, Wanhua Chemical, China Jushi, and China Aluminum. Although his holdings in Zijin Mining have been reduced for several consecutive quarters, the market value of his holdings is still 8.707 billion yuan.
China's Jushi: Glass fiber industry with no overcapacity, company capacity utilization rate remains 100% | Direct performance
① The decline in performance in 2023 is mainly affected by the decline in product sales prices due to weakening demand; ② Currently, the new production capacity in the industry is basically manageable. The company plans to start production lines at Jiujiang and Huai'an bases in 2024; ③ the company's coarse yarn products are increasing and expanding application fields such as automotive weight reduction, wind power, and photovoltaics.
Breaking a world record! The conversion efficiency of large-scale all-perovskite photovoltaic modules in China reached 24.5%. Institutions are optimistic about investment opportunities in these three directions in the perovskite field
We learned from Nanjing University that the large-scale all-perovskite photovoltaic module developed by Professor Tan Hairen's research team at the university has achieved a new breakthrough. After testing by an authoritative international third party agency, its steady-state photoelectric conversion efficiency reached 24.5%, breaking the world record for such modules and laying the technical foundation for subsequent industrialization. The relevant paper was published in the international academic journal “Science” on February 23.
Heterogeneous “upstart” King Kong PV terminates fixed growth plans and “steps on” various financial situations where refinancing is restricted
① King Kong Photovoltaics decided to end the fixed increase in 2023. The company previously planned to raise 500 million yuan to 1,042 million yuan; ② Currently, the company is in a state of bankruptcy, bankruptcy, and continued loss of business performance. “Stampede” in various financial situations where refinancing is restricted in the “trampling” of the Securities Regulatory Commission's regulatory arrangements; ③ The company's capital gap caused by large-scale expansion of the heterogeneous industry may have widened further.
The photovoltaic sector has collectively rebounded, the price game in the industrial chain is fierce, and cost reductions have spawned expectations of installed capacity
Price cuts may become the main theme of the PV industry chain in 2023.
Sorting out individual stocks in the glass industry
At this stage, a dual oligopoly pattern has formed in China's photovoltaic glass industry, with Xinyi and Follett accounting for more than 50% of production capacity. The advantages of industry leaders are obvious, and the concentration of oligopolies may increase further.
Changes in Hong Kong stocks | Luoyang Glass (01108) led the Photovoltaic stocks Development and Reform Commission and the Energy Bureau to issue documents to speed up the high-quality development of new energy.
Zitong Financial APP learned that photovoltaic stocks rose in early trading. As of press time, Luoyang Glass (01108) rose 3.89% to HK $12.3; Flat Glass Group (06865) rose 2.44% to HK $31.55; New Special Energy (01799) rose 2.07% to HK $17.76; Xiexin Technology (03800) rose 1.11% to HK $2.70. On the news, the National Development and Reform Commission and the Energy Bureau issued an "implementation Plan for promoting the High-quality Development of New Energy in a New era" on the 30th, proposing that the total installed capacity of wind and solar power should reach 1.2 billion by 2030.
Guotai Junan: the comparative advantage of global energy cost reshaping varieties with a high proportion of overseas production and sales is more obvious.
Zhitong Financial APP learned that Guotai Junan issued a research report saying that the rapid rise in the overseas energy price center, on the one hand, helps domestic enterprises to achieve a stronger cost advantage output in the field of global pricing, on the other hand, for varieties with high capacity utilization, we think we will see an overall upward shift in the price curve from "marginal supply pricing" to "marginal demand pricing". According to the impact degree of overseas energy costs, the elasticity of MDI > glass fiber > glass, and the elasticity of automotive glass is greater than that of float / photovoltaic glass. The text is as follows: under the rise of the overseas fuel cost center, we recommend the global pricing of large goods with medium and low costs.
Express News | Hong Kong carbon-neutral concept stocks were strong, with Xinte Energy up more than 9%, Xinyi Energy up more than 6%, Poly Xiexin Energy, Xiexin New Energy and Luoyang Glass up more than 5%, Xinyi Glass up more than 4%, China Longyuan Power Group Corporat
Express News | The price of Longji wafer will rise by 3.7% and 4%.
Beishui added Meituan for the 8th day in a row and bought more than HK$800 million today; Nanshui sold Hengrui Pharmaceuticals
Southbound Capital made net purchases of HK$1,339 million on Thursday. Sunac China and Kuaishou received net purchases of HK$862 million and HK$340 million respectively, and the Hong Kong Stock Exchange received net sales of HK$579 million; Northbound Capital made a small net sale of 585 million yuan today. Hengrui Pharmaceutical, Aier Ophthalmology, and China Jushi received net sales of 777 million yuan, 565 million yuan and 500 million yuan respectively.
The 2022 infrastructure trumpet sounded in many places! Investments of more than 3 trillion dollars underpinned the “big infrastructure” market
Source: Securities Star In recent years, China has been dubbed an “infrastructure freak” with a series of large-scale infrastructure and super projects. A highway and high-speed rail crosses the north and south, and a bridge crosses mountains and seas, astonishing the world. As “infrastructure freaks”, active infrastructure investment policies are intensively introduced in various parts of our country at the beginning of each year, and this year is no exception. According to incomplete statistics, as of January 10, the total investment scale of major projects in various parts of China had exceeded 3 trillion yuan. Among them, many provinces and cities including Hebei, Guangdong, Heilongjiang, Zhejiang, Henan, Jiangsu, Anhui, Shanghai, Sichuan, Xiamen, etc.
Express News | The whole county is getting better and better, and the distributed photovoltaic installation will continue to develop rapidly.
Sinopec Science and Technology: the holding subsidiary plans to set up Brazilian blades with Sinopec overseas.
Sinopec Science and Technology announcement, Sinowood Blade is planning to set up Sinomass Science and Technology (Brazil) Wind Power Blade Co., Ltd. (chip) in Bahia, Brazil, and invest in the construction of a wind turbine blade manufacturing base with an annual production capacity of 260 sets. Brazilian blade registered capital of US $20 million equivalent to Brazilian real, with a total investment of US $28.782 million.
Hong Kong stocks Luoyang glass stocks pull up quickly
Hong Kong shares of Luoyang Glass rose rapidly in the afternoon and are now up more than 6%.
Qibin Group: a total of three ultra-white photovoltaic glass production lines have been converted by Chenzhou Photovoltaic and its subsidiaries.
Qibin Group said on the interactive platform that at present, Chenzhou Photovoltaic and its subsidiaries have converted a total of 3 ultra-white photovoltaic glass production lines with a capacity of 2500 tons per day, and the production capacity and products have been used in photovoltaic module enterprises.
CITIC: it is expected that the photovoltaic glass business of Qibin Group will usher in rapid growth from 2022.
CITIC research pointed out that, driven by the increased support of the "double carbon" policy, the improvement of the economy of photovoltaic projects and the improvement of double glass permeability, photovoltaic glass has broad development prospects as an important link of the industrial chain. With the launch of production capacity, the competition pattern of double leaders in the industry is expected to change. Qibin Group float + Calendering has a competitive advantage, the future scale is expected to increase rapidly, with greater flexibility. In the short term, float glass inventory inflection point appears, futures and spot prices have increased, pre-valuation repression factors have been lifted, and in addition to photovoltaic, float, the company's electronics, pharmaceutical and other businesses also ushered in development opportunities. It is expected that Qibin Group Co., Ltd.
Abnormal direct strike | Luoyang Glass ah shares have risen by 10%, and it is planned to invest in the construction of photovoltaic cell packaging materials project.
Luoyang Glass H shares once reached an all-time high of HK $18.6 in intraday trading.