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What are the benefits of a surge in photovoltaics? The industry's extremely low price accelerates supply clearance, and the bottom window for the mid-cycle has already appeared
This afternoon, PV concept stocks set off a wave of ups and downs. The rapid rotation of various themes and styles has become the main direction of capital inflows. Longji Green Energy received a net purchase of more than 1 billion dollars from the main capital, and TCL Central received a net purchase of more than 600 million dollars. Northbound and institutional capital appeared on the Dragon Tiger list after the market. What are the factors behind the collective rise in various sectors of the photovoltaic industry?
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.
A quick look at the Hong Kong market | The trends of the three major indices diverged. Auto stocks and photovoltaic solar energy stocks strengthened. After that, Xiaopeng Motor rose more than 13%, and Xinte Energy rose more than 17%
The trend of TechNet shares was divided. Kuaishou rose more than 2% and NetEase fell more than 3%; gold stocks continued to recover, and China Gold International and Lingbao Gold fell more than 4%.
Hong Kong Stock Afternoon Review | The three major indices rose sharply, domestic housing stocks and auto stocks strengthened. Zhuguang Holdings rose more than 26%, and Xiaopeng Motor rose more than 13%
The trend of TechNet shares was divided. Bilibili rose more than 2%, NetEase fell nearly 3%; beer stocks declined, China Resources Beer fell more than 3%, and Tsingtao Brewery shares fell nearly 2%.
Intraday Overview | Hong Kong stocks fluctuated higher. After that, Xiaopeng Motors rose more than 12%, leading auto stocks, and Lenovo Group rose more than 11%
The Hang Seng Index rose 0.43%, the Science Index rose 0.72%, and the National Index rose 0.55%; Technet shares generally rose, NIO rose 5%, and Oriental Select rose nearly 4%; Hong Kong Airlines stocks rallied; China Southern Airlines shares rose more than 5%, and China Eastern Airlines shares rose more than 4%.
China Photovoltaic Industry Association: Solve the current difficulties in the photovoltaic industry through market-based means
The China Photovoltaic Industry Association organized a symposium on the high-quality development of the photovoltaic industry
Opinions | Analysis of the impact of the Hang Seng Index and Hong Kong Stock Connect adjustments
The scope of this adjustment covers the main flagship indices of Hong Kong stocks, such as the Hang Seng, the State-owned Enterprises Index, and the Hang Seng Technology Index; in addition, there are also partial adjustments to the Hang Seng Composite Index, which directly determines the scope of investment in Hong Kong Stock Connect.
Hong Kong Stock Afternoon Review | The three major indices rose, and TechNet stocks strengthened, Ali rose nearly 7%; some domestic housing stocks rose, and Sunac China rose more than 9%
Photovoltaic solar energy stocks weakened, Follett Glass fell nearly 9%, and Xinyi Solar fell more than 8%; insurance stocks generally rose; China Taibao rose more than 2%, and China Life Insurance rose nearly 2%.
Intraday Overview | Hong Kong stocks surged and fell, and some domestic housing stocks pulled back. Ali bucked the trend and rose more than 6%
The performance of photovoltaic solar energy stocks was weak. Xinyi Solar Energy fell more than 8%, Follett Glass fell nearly 8%; Evergrande Motor suspended intraday trading and rose more than 53% before the suspension.
The four Southeast Asian countries' PV tariff exemption period is coming to the industry: local silicon wafer production capacity is expected to reduce the impact
Southeast Asia's two-year “anti-evasion” exemption is about to expire. Today, the US White House issued a statement to take further control measures against imported photovoltaic cells on the grounds of so-called unreasonable trade. According to the China Trade Remedies Information Network, the US International Trade Commission (ITC) is expected to issue a preliminary ruling on industrial damage in this case no later than June 10, 2024.
A quick look at the Hong Kong market | The three major indices have risen one after another. Technology Network stocks and power stocks are popular. Bilibili has risen more than 6%, and Huadian International has risen nearly 8%
Biotech stocks had mixed ups and downs. Pharmaceutical and Ming Union fell%, and Jinxin Fertility rose%; shipping stocks rose, with Dongfang Overseas International, COSCO Marine Control, and COSCO Marine Energy up nearly 6%.
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.
A quick look at the Hong Kong market | The three major indices rose sharply, and the Tech Index rose nearly 2%; TechNet stocks and Apple concept stocks improved, Meituan rose nearly 4%, and BYD Electronics rose more than 9%
Domestic housing stocks were popular. Shimao Group rose more than 33%, and Sunac China rose 10%; beer stocks rose by many stocks, China Resources Beer rose nearly 5%, and Budweiser Asia Pacific rose 4%.
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%.
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%.
A quick look at the Hong Kong market | The Hang Seng Index has risen ten times in a row! Most large technology stocks rose, Shangtang rose 5%; domestic housing stocks fell, and Shimao Group fell more than 9%
The three major indices of Hong Kong stocks closed slightly higher, with the Hang Seng Index rising slightly by 0.55%, achieving ten consecutive gains; most large technology stocks rose by more than 6%, Weibo by more than 5%, Shangtang by 5%, NetEase by more than 2%, Tencent by nearly 2%, and JD, Meituan, Baidu, and Alibaba all showed gains.
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