BK1233 Photovoltaic Power
- 1092.780
- -3.121-0.28%
Research reports suggest that from a medium to long-term perspective, the preferred choices for whole vehicles and parts are BYD Company and Fuyao Glass, respectively, according to China Merchants Securities.
Daiwa Securities Downgrades Xinyi Solar to Hold From Outperform; Price Target Is HK$5.20
GCL Technology (3800.HK): The profit advantage at the bottom of the cycle after the narrowing of granular silicon discounts was highlighted, but valuation appeal was limited after the surge
GCL Technology (3800.HK): Stable leading position in silicon materials, leading the future with new technology
GCL Technology (3800.HK) Dynamic Tracking Report: Price difference between granular silicon and rod-shaped silicon narrows cost advantage to help the company get through the cycle
Kaisheng New Energy (1108.HK): Q1 off-season profit declined, production capacity continued to expand
GCL Technology (03800.HK): Expected to take the lead in breaking out of the industry with the cost advantage of granular silicon
GCL TECHNOLOGY HOLDINGS(03800.HK):WAITING FOR THE GOOD NEWS
Changes in Hong Kong stocks | Xinte Energy (01799) fell more than 3%, and the price of polysilicon continued to weaken, and the target price was lowered by the agency
GCL Technology (3800.HK): Low cost and high quality help cross cycle carbon footprint advantages are expected to be highlighted
GCL Technology (3800.HK): The factors that dragged down Q1 performance are improving quality and cost advantages to help the company get through the cycle
GCL Technology (3800.HK): The cost advantage of granular silicon may help overcome the cycle
GCL Technology (3800.HK): Short-term profit is under pressure, and cost advantages can be expected in the future
Research Report Nuggets丨Changjiang Securities: Fuyao Glass's Q1 revenue growth rate greatly exceeds domestic downstream market performance and maintains a “buy” rating
Changes in Hong Kong stocks | Xinyi Glass (00868) fell nearly 8%, widened the gap between supply and demand, or harmed the company's profits, and lowered its rating and target price
GCL Technology (3800.HK): Improving the quality of granular silicon, Q1 operation is under short-term pressure
Follett Glass (6865.HK): Good performance in Q1, PV glass profits continue to improve
Xinte Energy (1799.HK): The valuation at the bottom of the polysilicon price decline cycle is attractive
CITIC Securities: Maintaining Fuyao Glass's (03606) “Buy” Rating and Raising the Target Price to HK$54
Tianfeng Securities: Initial “buy” rating target price of HK$1.53-2.03 for GCL Technology (03800)