GF SEC: The increase in the proportion of photovoltaic storage will still become a key factor for the new round of demand exceeding expectations.

Based on demand for consumption, the price parity ratio of solar energy storage continues to break through, promoting the release of consumption potential; the growth of electricity load and the construction of regulating resources gradually opens up Global solar energy storage installation space.

Zhitong FinanceJan 7 16:44

Soochow: The outbreak of global reserves is highly certain, and distributed Emerging Markets are expected to continue high growth.

Soochow released a Research Report stating that the Global reserves have a strong certainty of outbreak, the USA maintains high growth, and Europe and Emerging Markets are reaching peak interconnection and will continue until 2026.

Zhitong FinanceJan 7 06:45

A-shares fluctuated丨The leading photovoltaic company Sungrow Power Supply rose over 4%, stopping a five-day decline, with its value returning above 150 billion yuan.

Gelonghui, January 6 | After a continuous decline for 5 days, Sungrow Power Supply (300274.SZ) has seen a rebound, currently rising over 4% to 72.8 yuan, with a total market capitalization returning to above 150 billion yuan. According to reports, the company is a global leader in energy storage systems. Tianfeng's Research Reports state that the company is in a leading position in grid-style energy storage technology and has achieved rapid progress both domestically and internationally. Based on the company's revenue and Net income for the first three quarters of 2024, considering the continued upward demand for Global solar storage and the company's own product advantages in creating technological barriers, the recommendation remains "Buy". (Gelonghui)

Gelonghui FinanceJan 6 11:18

Sungrow Power Supply (300274): The global leader in energy storage systems benefits again from the resonance of downstream demand.

On the demand side: Global energy storage is blossoming in multiple areas, and downstream demand growth shows sustainability. 1) USA: Concerns about the potential impact of the Trump administration on the energy storage Industry (tariffs, subsidy details, etc.), based on Wood.

TianfengJan 3 18:12

Sungrow Power Supply (300274.SZ): The company has currently laid out PEM and ALK.

On December 24, Gelonghui reported that Sungrow Power Supply (300274.SZ) stated on the investor interaction platform that the company's revenue from the energy storage business in the first half of 2024 is approximately 7.8 billion yuan, while the hydrogen energy business is in the early investment stage, accounting for a small proportion of revenue. The company has currently laid out PEM and ALK. AEM technology is in the initial stages, with a short membrane lifespan, making it difficult to commercialize at present; the company will continue to monitor AEM technology.

Gelonghui FinanceDec 24, 2024 18:03

A-share photovoltaic stocks rose collectively: Beijing Express stopped rising, Tongwei shares rose more than 4%

On December 24, according to Gelonghui, photovoltaic stocks in the A-share market rose collectively, with Beijing Jingyuntong Technology hitting the limit up, Sungrow Power Supply, Tongwei Co.,Ltd, and Zhejiang Sunoren Solar Technology increasing over 4%. Clenergy Technology, Shenzhen Topraysolar, Jolywood, Zhejiang Sunflower Great Health, and EGing Photovoltaic Technology rose over 2%, while Hangzhou First Applied Material and LONGi Green Energy Technology rose over 1%. According to a Research Report from Minsheng Securities, since the second half of 2024, policies have clearly shifted, and the photovoltaic Industry is expected to accelerate the pace of clearing supply through price and production limitations, as well as energy consumption control policies. On the demand side, domestic and foreign demand remains at a high level, and Emerging Markets are expected to see an increase in volume.

Gelonghui FinanceDec 24, 2024 10:15