You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》里昂:當局反內卷競爭下協鑫(03800.HK)福萊特(06865.HK)信義光能(00968.HK)料受惠
里昂發表研究報告指,今年第二季太陽能行業投資情緒低迷,光伏產品平均售價回落,相信是市場預期下半年需求疲弱以及潛在供給側改革進展較慢所致。里昂指,當局表明反對行業內普遍存在的內卷式無序競爭,相信是正面信號,目前對光伏需求仍持有審慎看法,仍在等待供給端會有更多催化劑或政策推動行業復甦。 里昂預期,當局之後推出的政策將涉及能耗管控、轉換效率及產量配額等關鍵領域。行業中,預期協鑫科技(03800.HK)、信義光能(00968.HK)及福萊特玻璃(06865.HK)將成爲潛在受惠者,均予「跑贏大市」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account