China International Capital Corporation's outlook for photovoltaics in 2025: Advantageous industry breaks through difficulties, cycle bottoming sees dawn.

The current Sector valuation is still at the bottom stage, and a beta opportunity is expected to come next year.

Zhitong FinanceJan 2 11:37

Research Reports Gold Digging | China International Capital Corporation: The valuation of the photovoltaic Sector is still at the bottom stage, and there is hope for beta opportunities next year.

Gelonghui, January 2 | CICC published this year's photovoltaic outlook, indicating that advantageous industries break through difficulties, with signs of improvement as the cycle bottoms out. The firm believes that the photovoltaic industry, as a Global leading advantageous Industry in China, is expected to reverse its fundamental challenges this year under the backdrop of the dual carbon goals and the combined effects of market rules and industry self-discipline. Currently, the Sector's valuation is still at the bottom stage, and it is believed that beta opportunities are expected to emerge next year, with leading companies in segmented links and new technologies having allocation value. CICC recommends paying attention to the following main lines: first, silicon materials, where the cost curve is relatively steep, and companies to the left of the cost curve are expected to turn losses into profits next year, focusing on Tongwei.

Gelonghui FinanceJan 2 10:57 · Ratings

Zhejiang Chint Electrics (601877.SH): It is expected to purchase photovoltaic modules from related parties in 2025 for a total not exceeding 3 billion yuan.

Glonghui, December 27丨Zhejiang Chint Electrics (601877.SH) announced that on December 27, 2024, the company convened the thirty-first meeting of the ninth Board of Directors to review and approve the "Proposal for the Estimated Procurement of Photovoltaic Modules from Related Parties for 2025." It is expected that in 2025, the company and its subsidiaries (including but not limited to Zhejiang Chint Digital Energy Co., Ltd. (referred to as "Zhejiang Chint Aneng") and its subsidiaries, Zhejiang Chint New Energy Development Co., Ltd. (referred to as "Zhejiang Chint New Energy") and its subsidiaries, and other subsidiary companies) will procure from Zhejiang Chint New Energy Technology Co., Ltd. (referred to as "Zhejiang Chint New Energy").

Gelonghui FinanceDec 27, 2024 16:37

CHINT's Solution of Energy Storage Empowers Business

PR NewswireDec 13, 2024 14:14

CHINT Attended the 2nd China International Supply Chain Expo

PR NewswireNov 29, 2024 18:32

Express News | Zhang Zhihuan from CHINT Group: 'Going global' involving the industry chain upstream and downstream, transforming intangible culture into tangible is a good practice.

BreakingsNov 28, 2024 15:08