Annual conference of the photovoltaic industry will be held. Analysts say the industry prices have clearly reached the bottom.
① The china Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" from December 4 to 6 in Yibin City, Sichuan Province. ② Xu Boqiao from Haitong International Securities stated that the industry as a whole is currently in a clearing and adjustment phase. With the end of the year approaching, concentrated signing may increase, and prices may experience fluctuations; however, the overall downward space is limited, and the price bottom has already been clarified. The photovoltaic industry is accelerating its return to order.
Shandong pharmaceutical glass: October sales performance better than Q3 average level, current overall costs remain relatively stable | Direct hit earnings conference
①Regarding the situation in Q4, Zhang Jun, the General Manager of shandong pharmaceutical glass, stated that the declining business in Q3 has shown some improvement. According to the current situation, it is expected that Q4 will be better than Q3; ②In terms of costs, while the price of the main raw material caustic soda has decreased, energy prices have risen, resulting in overall costs remaining stable.
Weekend Reading | How to view fuyao glass market cap hitting a historical high?
Overall, fuyao glass has seen accelerated performance growth and profitability in the new energy autos market boom, which is the core reason for its significant stock price rise against the market trend.
Foreign investment intensively raises target prices for China assets! How will the Hong Kong and A-share markets evolve next?
China's assets target price received another round of intensive upgrades! At the same time, international investment banks JPMorgan and UBS Group both raised their 2024 economic growth forecast for China to 4.8%.
Share buyback and shareholding loans are quickly implemented! Industrial and Commercial Bank of China, Bank of China, China Construction Bank, China Merchants Bank, Citic Bank, and other banks have announced progress. Some banks have cooperation intention
①As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, explicitly committing loans to 32 listed companies, covering industries such as integrated circuits, transportation, high-end manufacturing, and business services; ②The bank stated that it will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of the stock increase stake & buy back and reloan policy from illegally flowing into the stock market.
Consumer electronics season accelerates recovery, lens technology Q3 net profit increases by more than 30% | Quick Read Announcement
①The consumer electronics industry entered the traditional peak season in the second half of the year, with Lens Technology achieving double growth in revenue and net income in the first three quarters. ②This year, flagship phones will be intensively released in Q4, coupled with AI applications to strengthen this round of replacement cycle, the industry chain's prosperity is expected to continue to improve.