The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.

Track the entire lifecycle of the main Sector.

cls.cn21:20 ET

The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.

Track the entire lifecycle of the main Sector.

cls.cnApr 27 21:24 ET

Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.

In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.

cls.cnApr 24 20:20 ET

China Great Wall: In March, the solar Industry in China showed signs of stabilization and recovery, with the Power Inverter expected to recover first.

After a year of adjustment in the Industry, 2024 may mark the bottom of profitability. The Power Inverter is expected to recover first due to technological barriers, and the supply-demand rebalancing will optimize the competitive landscape.

Zhitong FinanceApr 22 04:37 ET

Pacific Securities: The Quote for The Pacific Industry Chain in the photovoltaic sector is accelerating downward.

With the end of inventory preparation, the Quote in the photovoltaic Industry Chain is accelerating to loosen, due to significant price drops in the downstream market and an increased shipping intention from some leading Polysilicon manufacturers, the price of Block Orders for Polysilicon is rapidly declining, approaching mainstream cash costs.

Zhitong FinanceApr 22 02:48 ET

Jibang Consulting: In March, the prices in the Industry Chain of photovoltaic showed an upward trend, and the pace of domestic photovoltaic project signing, construction, and production has slowed down.

Jibang Consulting stated that in March 2025, driven by multiple factors such as the increasing demand for installation due to the approaching policy window, industry self-discipline in production reductions, and the continuous optimization of the supply-demand pattern, the prices across the Industry Chain of the photovoltaic sector are showing an overall upward trend.

Zhitong FinanceApr 15 01:44 ET

Trending Industry Today: XINYI SOLAR Leads Losses In Solar Power Stocks

Moomoo NewsApr 6 22:40 ET

Hong Kong stocks fluctuation | All photovoltaic stocks declined as the trade protection situation in the photovoltaic Industry intensified; Institutions pointed out that the profit pressure on domestic photovoltaic enterprises further increased.

All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) is down 17.85%, trading at 2.44 HKD; FLAT GLASS (06865) is down 14.4%, trading at 8.92 HKD; XINYI ENERGY (03868) is down 13.27%, trading at 0.85 HKD.

Zhitong FinanceApr 6 22:17 ET

Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.

① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.

cls.cnApr 1 23:31 ET

Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.

At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.

cls.cnApr 1 20:22 ET

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnMar 31 20:46 ET

The prolonged battle to clear photovoltaic silicon materials escalates: after GCL TECH "throttles down", Tongwei Co.,Ltd introduces tens of billions in strategic investment.

① Polysilicon prices have been running at a long-term low, and Tongwei Co.,Ltd's subsidiary Yongxiang Co.,Ltd lost nearly 1 billion yuan in the first three quarters of last year; ② Leading photovoltaic companies are looking for new sources of revenue and cutting costs to deal with this round of Industry cycles.

cls.cnMar 28 10:37 ET

Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.

Track the entire lifecycle of the main Sector.

cls.cnMar 26 21:24 ET

Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax

① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.

cls.cnMar 24 10:38 ET

Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.

Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.

cls.cnMar 20 20:38 ET

FUYAO GLASS: Exceeded major production and Operation Indicators last year, with Q4 revenue surpassing 10 billion yuan for the first time | Interpretations

In Q4 2024, FUYAO GLASS's revenue surpassed the 10 billion yuan mark, reaching 10.938 billion yuan; ② Cao Dewang stated that the company will exceed all major production Operation Indicators for the year 2024, which is a remarkable achievement; ③ Last year, FUYAO GLASS's capital expenditure growth rate significantly slowed down compared to the previous year.

cls.cnMar 18 09:59 ET

Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.

According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.

cls.cnMar 16 21:38 ET

Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.

In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.

cls.cnMar 13 20:46 ET

Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 6 19:12 ET

Everbright: The demand for Photovoltaic Glass is improving, and the domestic antimony price center is expected to rise.

As China's antimony exports gradually resume, there is a Bullish outlook for the antimony price to rise.

Zhitong FinanceMar 5 20:45 ET