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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.
FLAT GLASS (06865) will distribute a cash dividend of 0.13 yuan per A share on December 20.
FLAT GLASS (06865) announced that the company will distribute cash for each A-share on December 20, 2024 ...
Flat Glass Group (601865.SH) plans to distribute 1.3 yuan for every 10 shares in the semi-annual report, with the ex-dividend and ex-rights date on December 20.
Flat Glass Group (601865.SH) announced that the company plans to distribute Cash to all Shareholders at a rate of 1 Cash for every 10 shares for the first half of 2024...
[Brokerage Focus] Guoyuan International points out that the bottom cycle of the Photovoltaic Glass Industry is clear and is Bullish on the demand recovery in Q2 2025, after which the industry will start a new cycle.
Jingwu Financial News | Guoyuan International released a Research Report stating that on October 30, 2024, the Ministry of Industry and Information Technology issued the "Implementation Measures for Capacity Replacement in the Cement Glass Industry (2024 Edition)", removing the previous version's provision that photovoltaic glass production lines do not require a capacity replacement plan, and increasing encouragement for photovoltaic rolled glass projects to be constructed through capacity replacement, which is expected to help alleviate the supply pressure of photovoltaic glass to some extent. According to the latest policy from the Ministry of Industry and Information Technology, the construction of photovoltaic glass production lines can proceed through capacity replacement or a risk warning mechanism. Since the hearing process began in 2022, three batches of projects have been approved, and the overall production rate of the approved projects is relatively low.
In "The Major Companies", China International Capital Corporation's investment ratings and target prices for China's Energy stocks (table).
Bank of China International released a research report, listing the investment ratings and target prices for Chinese Energy stocks as follows: Stock | Investment Rating | Target Price (HKD) HUANENG POWER (00902.HK) | Buy | 6.2 HKD HUADIAN POWER (01071.HK) | Buy | 4 HKD CHINA RES POWER (00836.HK) | Buy | 22 HKD CHINA POWER (02380.HK) | Buy | 4.6 HKD FLAT GLASS (06865.HK) | Hold | 14.3 HKD XINYI SOLAR (00968.
Hong Kong stock market anomaly | photovoltaic stocks fell again, increased volume and reduced prices put pressure on enterprise operations, industry self-discipline is expected to promote industry bottoming out.
Photovoltaic stocks continue to be under pressure. As of the time of publication, flat glass (06865) fell by 3.29%, to HK$12.34; xinyi solar (00968) fell by 3%, to HK$3.23; xinyi glass (00868) fell by 3%, to HK$7.76.