Pacific Securities: A reversal in the photovoltaic Industry is imminent. Pay attention to three directions.

The Research Reports from The Pacific Securities indicate that with continuous breakthroughs in new markets and new technologies, a new cycle of price parity in solar storage is accelerating its onset, and a reversal in the photovoltaic Industry is imminent, suggesting attention to three directions.

Gelonghui FinanceDec 13 09:06

Beijing Energy International's Sustainable Finance Framework Has 'Excellent' Alignment With Existing Principles, Sustainable Fitch Says

MT NewswiresDec 12 21:03

Beijing Energy International Unit to Sell to Lease Back Assets

MT NewswiresDec 12 18:32

BJ ENERGY INTL (00686.HK) sells agricultural solar complementary photovoltaic power generation project Assets and leases them back.

BJ ENERGY INTL (00686.HK) announced that its subsidiary, Nanguo Guoshun, sold various equipment and components related to the agrivoltaic photovoltaic power generation project (such as transformers and cables, etc.) to Xingye Financial Leasing for a total price of 0.5 billion yuan. Subsequently, the leased Assets will be leased back to Nanguo Guoshun. According to the financing lease agreement, the total rent payable to Xingye Financial Leasing is approximately 0.538 billion yuan. The group believes that the financing lease agreement and the Trade to be conducted thereunder will provide more financial resources for the development and working capital of the agrivoltaic photovoltaic power generation project of Nanguo Guoshun, allowing the group to utilize internal resources more effectively.

AASTOCKSDec 12 09:30

BJ ENERGY INTL (00686.HK) subsidiary has entered into a financing leasing agreement.

Gelonghui reported on December 11 that BJ ENERGY INTL (00686.HK) announced that on December 11, 2024, Nanjing Guoshun (a subsidiary of the company) entered into a financing lease agreement with Industrial Bank Financial Leasing. Under the terms and conditions specified therein, Industrial Bank Financial Leasing agreed to purchase leasing Assets from Nanjing Guoshun for a total price of 500 million yuan, and then lease the Assets back to Nanjing Guoshun. The leasing Assets refer to various equipment and components related to the agricultural and photovoltaic power generation project (such as transformers and cables, etc.).

Gelonghui FinanceDec 11 19:35

Photovoltaic power stocks generally fell, xinyi solar (00968) fell by 3.3%. The output value of the photovoltaic manufacturing end in the first three quarters of the year dropped by more than 44.7%.

Jingu Finance News | Photovoltaic solar stocks generally fell, bj energy intl (00686) down by 3.81%, sfce (01165) down by 3.7%, xinyi solar (00968) down by 3.3%, flat glass (06865) down by 2.82%, xinyi glass (00868) down by 2.5%. On the news front, htsc quoted data showing, 1) Output: 24-year January-October production of polysilicon, silicon wafers, solar cells, and modules was 1.58 million tons/608GW/510GW/453GW, +42%/33%/25%/21% year-on-year; during the same period.

Jingu Financial NewsDec 9 13:37