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Install as much as possible! Six departments promote the addition of rooftop photovoltaics, and building BIPV welcomes significant development opportunities.
The National Development and Reform Commission and five other departments have issued the "Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitution". Among them, it is proposed to promote the installation of photovoltaic systems on existing building roofs, and promote the installation of photovoltaic systems on newly constructed factory buildings and public buildings under certain conditions. citic sec research reports pointed out that the future of building BIPV will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading technology companies in the industry to develop further.
[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.
①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.
Institutions have continuously increased their positions in JA Solar Technology for two consecutive days. Five strong institutional investors join forces to seize opportunities in Shenzhen City.
PV concept stock JA Solar Technology received institutional buy of 0.168 billion, and the stock also received institutional buy of 0.125 billion yesterday; Tech Semiconductors saw significant institutional sell for two consecutive days. Chip concept stock Shenzhen Chixiangye Technology received joint buy from five top-tier private equity desks amounting to over 0.3 billion, with Guosheng Securities Ningbo Sangtian Road Branch buying 0.107 billion.
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.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
Shipping leader takes action! Cosco Shipping Group's 4 listed companies have announced plans to increase stake & buy back, all of which will use special loans. | Quick announcement
1. Leading shipping companies in the COSCO group, COSCO Shipping Holdings, COSCO Shipping Development, COSCO Ship Engy, and COSCO Shipping Specialized Carriers announced tonight a collective increase stake & buy back plan; 2. Earlier, several port and shipping listed companies in the China Merchants group also announced increase stake & buy back plans.