Fuel cell energy and hydrogen internal combustion engines are advancing in parallel, with the application of hydrogen energy accelerating on the end-user side due to frequent bullish policies.
① The CA6HV3 hydrogen engine, independently developed by faw jiefang group, has been released as the first domestic heavy-duty commercial vehicle hydrogen engine with direct injection. ② At this stage, many hydrogen internal combustion engine products still have shortcomings such as "low thermal efficiency."
Direct hit on the 2024 photovoltaic industry annual conference: Focus on the Middle East, Africa market. Opportunities and challenges coexist for Chinese companies going overseas.
① During the process of expanding into the Middle East, shanxi guoxin energy corporation has four advantages: first, technological innovation and production capacity; second, global layout and market expansion; third, policy support and market demand; fourth, cost and economic benefits. ② The African countries most suitable for investment in photovoltage from china include South Africa, Egypt, Rwanda, Zimbabwe, and Zambia.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Both supply and demand are expected to decrease. The industry predicts that the price of photovoltaic glass will mainly stabilize in the short term. | Industry Observation
①The photovoltaic glass continues the previous downturn trend, with major manufacturers taking price increase actions, but the upward support is insufficient, and short-term price stability is expected to be the main focus; ②Leading companies indicate that the top two leading positions are still stable, including looking into the future, the change in market structure will not be significant.
The photovoltaic industry is holding another 'self-regulation' symposium, will the industry chain profit inflection point accelerate arrival?
1. The photovoltaic industry once again held a "self-discipline symposium", with the level and scale of the meeting further raised, 22 leading companies attending voluntarily to maintain industry order; 2. Under the dual promotion of industry self-discipline and policy support, the chaotic competition situation in the photovoltaic industry is expected to end more quickly.
The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.
① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.