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Sinolink Securities: The change in the direction of the US presidential election resonates with the impending interest rate cuts, which is expected to drive the recovery of the new energy sector.
The shift in the direction of the US election may gradually become a less divisive and conflicting area in the party agendas regarding the attitude towards the energy industry.
How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.
①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.
The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.
Track the entire lifecycle of the main sector.
CINNO Research: In the first half of the year, China's new energy industry investment reached 2.1 trillion yuan, a 57% year-on-year decrease.
According to the statistics from CINNO Research, the total investment in China's (including Taiwan) new energy projects from January to June 2024 reached 2.1 trillion RMB, a decrease of 57.1% compared to the same period last year.
Minsheng Securities: The overall performance of the electric new sector is under pressure. Pay attention to investment opportunities from the dual perspective of supply and demand.
The photovoltaic sector achieved a total revenue of 551.355 billion yuan in 24H1, a year-on-year decrease of 18.30%; the net income attributable to the mother was 3.216 billion yuan, a year-on-year decrease of 95.49%, and the decrease in profit was mainly due to the fact that the main chain enterprises were basically in a loss state.
Express News | Citic Sec: Special chapter on green electricity trade released, green electricity market expected to expand rapidly.
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