No Data
Schroder Capital's Lu Meiheng: Bullish on the development of China's new energy and clean energy, replicating the Chinese model.
① Against the backdrop of the accelerated Global energy transition, the New energy Fund and clean energy infrastructure sectors are undergoing structural transformation; ② Recently, a reporter from Financial Association Network engaged in dialogue with Schroder Capital's Lu Meihang to analyze Schroder Capital's investment logic and discuss key issues in the New energy Fund infrastructure sector.
Tianfeng: The wind turbine Sector is set to undergo a value reassessment.
Tianfeng states that in the context of demand for wind power exceeding expectations, the current logic of the wind turbine industry has undergone significant changes, and the wind turbine sector will face a revaluation of its value.
The Passenger Vehicle Industry Association estimates that in February, the wholesale sales volume of nationwide new energy Passenger Vehicles will be 840,000 units, with a year-on-year increase of 82%.
According to the Passenger Vehicle Association, based on preliminary monthly data estimates, the wholesale sales of national new energy Passenger Vehicles in February was 0.84 million units, a year-on-year increase of 82%, and a month-on-month decrease of 5%.
Guoxin Securities: The policy for total control of rare earths has been introduced, and the price center is expected to rise.
In the long term, the resonance between policies and emerging demands (such as Siasun Robot&Automation and the low-altitude economy) is expected to promote the upgrading of the Industry Chain towards high added value. Leading enterprises, relying on their ability to integrate resources and comply with regulations, may dominate the restructuring of the Industry.
Shanxi Guoxin Energy Corporation (600617.SH) received government subsidies of 0.153 billion yuan.
Shanxi Guoxin Energy Corporation (600617.SH) announced that on February 8, 2025, the company and its subsidiaries received...
Some Investors May Be Worried About Shanxi Guoxin Energy's (SHSE:600617) Returns On Capital
More Unpleasant Surprises Could Be In Store For Shanxi Guoxin Energy Corporation Limited's (SHSE:600617) Shares After Tumbling 26%
