2024 Service Trade Fair | Interview with Jinkosolar Vice President Qian Jing: Building a factory in Saudi Arabia is the breakthrough for Jinkosolar, and production is expected to start in early 2026.
① Service-oriented manufacturing is the next stage of the photovoltaic manufacturing industry; ② The Middle East market is growing significantly; ③ In the face of industry integration, building factories in Saudi Arabia is a breakthrough path for JingKe.
Listed companies have carried out a intensive buyback this week! Wuxi apptec has launched its third "cancellation-style" buyback plan of the year, with a maximum buyback amount of 0.1 billion yuan A-share. Here is a list of the names.
①This week, the A-share listed companies continue to buy back stocks. According to incomplete statistics from Caixin, 11 listed companies plan to repurchase up to 0.1 billion yuan (see table); ②wuxi apptec, following the completion of the first two repurchase plans on February 5 and May 22, announced another 1 billion yuan repurchase plan on Tuesday evening. After the repurchase is completed, all repurchased shares will be cancelled and the registered capital will be reduced.
Intraday overview | Hong Kong's three major indices collectively rose more than 1%; gold and biomedical sectors were strong, and Yiming Angkedao rose more than 50%.
In terms of sectors, network technology stocks have collectively risen, with Sensetime up nearly 3%, Meituan up over 2%, Xiaomi, Alibaba, Baidu up over 1%, Tencent, JD.com up nearly 1%.
Great Energy: There are already 8-10 potential customers for semiconductor-grade polycrystalline silicon, and it is expected that the "tug-of-war" in the photovoltaic industry will continue for 2-3 quarters. | Direct hit at shareholder meeting
① In the field of energy, it is expected that the short-term trend of silicon material prices will rise, but the actual fill price depends on the balance between upstream and downstream. Currently, the supply and demand balance of silicon materials has not yet been reached; ② If the fill price of silicon materials only increases slightly, it is not cost-effective to restart and shut down production capacity. During the period of capacity switching on and off, manufacturers will suffer from "double kills" of cost and quality; ③ With the stability of the supply chain and the demand for cost reduction, Daquan Energy is "upward integration" and laying out industrial silicon.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
Chifeng Jilong Hitches A Ride On Market Gold Rush