Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 7 08:12

GGII: It is expected that the shipment of Lithium Battery storage in Datacenters will have a compound annual growth rate of over 80% in the next five years.

GGII estimates that by 2027, the Global Datacenter energy storage Lithium Battery shipments will exceed 69 GWh, and this figure will grow to 300 GWh by 2030, with a compound annual growth rate of over 80% from 2024 to 2030.

Zhitong FinanceMar 6 20:07

Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

cls.cnMar 6 08:26

Tianfeng: Bullish on new technologies in the photovoltaic industry and the direction of supply-side reforms, with a focus on recommending global energy storage leaders.

It is highly recommended to focus on companies that have already established a presence in the Asia, Africa, and Latin America markets, which are expected to achieve performance elasticity by following the incremental market in these regions. One characteristic of the solar energy storage market in the USA is an excellent competitive landscape and strong profitability.

Zhitong FinanceMar 5 09:38

The short-term emergence of the new energy sector in the Hong Kong stock market, with photovoltaic and lithium battery production in March showing month-on-month increases.

① The short-term surge in the Hong Kong stock market's New energy Fund sector, which stocks are attracting the most investor attention? ② The production scheduling of photovoltaic lithium batteries shows a month-on-month increase in March, how strong is the demand recovery?

cls.cnMar 3 16:57

Hong Kong stocks are moving | Solar energy stocks rose broadly in the morning session. Multiple ministries jointly voiced against negative competition in the solar energy sector. Institutions stated that if policies exceed expectations, there will be cons

In the early trading session, solar stocks saw a general rise. As of the time of writing, XINYI ENERGY (03868) rose by 26.25%, reported at HKD 1.01; XINYI SOLAR (00968) rose by 12.46%, reported at HKD 3.7; XINTE ENERGY (01799) rose by 8.25%, reported at HKD 7.61; FLAT GLASS (06865) rose by 8.24%, reported at HKD 14.44.

Zhitong FinanceMar 3 11:23