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.

cls.cnDec 5 09:02

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.

cls.cnDec 4 08:29

CLP Holdings Limited Goes Ex Dividend Tomorrow

Seeking AlphaDec 3 04:47

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.

cls.cnNov 29 20:48

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.

cls.cnNov 28 22:25

Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.

①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).

cls.cnNov 21 14:16