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Morgan Stanley Fund: Leading silicon wafer jointly raises prices, is the "good days" of photovoltaics coming?
morgan stanley fund stated that, at present, the price of the photovoltaic industry chain is at the bottom position. In the future, overseas markets may enter an interest rate-cutting cycle, with interest rates expected to decline. The increase in photovoltaic project returns may stimulate demand beyond expectations.
China International Capital Corporation: Global energy storage bid capacity increased month-on-month, industrial control companies accelerate layout of humanoid robots.
Currently, industrial control companies are still mainly accelerating the layout of the humanoid robot industry from the perspective of core components and continuously iterating and upgrading their products. China International Capital Corporation continues to be bullish on the future development of industrial control companies in the field of humanoid robots.
GOLDENPOWER: Interim Report 2024
As of the end of July, the cumulative installed capacity of power generation in the country is about 3.1 billion kilowatts, a year-on-year increase of 14.0%.
On August 23, Gelonhui | The National Energy Administration released the national electricity industry statistics for January to July.
Citic sec: The flywheel is in the transition stage from import to growth, and is expected to enter the fast lane of development.
Flywheels: a rare energy storage variety with high power and efficiency.
DRAM Q3 growth exceeded expectations! Storage manufacturers' performance strongly rebounds. Will module factories benefit from stocking up?
Due to multiple factors such as active stockpiling by cloud vendors and original factory capacity planning, Q3 DRAM contract prices will be 5 percentage points higher than previously expected. This recovery is driven by structural factors, as the prices of consumer memory have been falling since May. Some module manufacturers are facing pressure from upstream and downstream businesses, but those who have sufficient inventory are under less pressure.
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