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Jinkosolar: Steady progress in signing contracts in 2025, component prices show a clear trend of rebound after the decline. | Direct hit on earnings conference
①The company has already put into production 2GW of module capacity in the usa, and is expected to complete the capacity climbing by the end of this year, with an expected increase in production next year. The Saudi project is in the execution phase, planning to start construction of related infrastructure in the first half of next year, and is expected to start production in the first half of 2026; ②Li Xiande stated that global (module) demand is stable with a slight increase next year, with an expected growth rate of 10-20%.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.
Another member has been added to the XBC camp. Longi Green Energy Technology jointly builds HPBC battery production capacity for the first time.
1. longi green energy technology collaborates with Yingfa Deyao to build HPBC battery capacity, and plans to achieve a capacity of 16GW, while the XBC 'camp' is expanding; 2. In the coming years, the main competitive factors in the photovoltaic market will still revolve around the differentiation of battery technology.
Express News | Most photovoltaic power stocks in the US stock market rose, photovoltaic power rose by over 7%, the aes corp rose by nearly 6%, first solar rose by over 4%, jinkosolar and daqo new energy rose by over 2%.
Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.