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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.
Xinyi Solar Holdings Insiders Added HK$67.4m Of Stock To Their Holdings
Hong Kong stocks fluctuate | Profit pressure on photovoltaic glass companies in the second half of the year may emerge. Flat Glass (06865) drops more than 7%, Xinyi Solar (00968) drops more than 4%.
Photovoltaic glass stocks continue to decline. As of the time of writing, Flat Glass (06865) fell by 7.21% to HK$9.26; Xinyi Solar (00968) fell by 3.16% to HK$2.76; Xinyi Glass (00868) fell by 1.19% to HK$6.64.
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.
20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
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