Pacific Securities: The reversal of photovoltaic industry is about to focus on three directions. The Pacific Securities Research Report pointed out that with the continuous breakthrough of new markets and technologies, the new cycle of photovoltaic parity is accelerating, and the reversal of photovoltaic industry is about to begin. It is suggested to focus on three directions: 1) The new cycle of supply and demand is expected to start in 2025, the industry quotation and profit are expected to be restored, and the leading advantages will be gradually highlighted. In 2025, it is expected to usher in a new round of growth, including Longji Green Energy and Jingke Energy. 2) New technology fields with large cost reduction space and continuous technology iteration, such as GCL Technology and Perovskite, are expected to fully benefit; 3) The advantages of supporting facilities and leading enterprises are prominent, and emerging markets are expected to promote the rapid improvement of shipments and profits, and the advantages of leading enterprises will be further enhanced, and enterprises such as Sunshine Power and Foster are expected to fully benefit.Foreign media: Trump "strongly opposes" Ukraine's use of American-made missiles to attack Russia's hinterland, and at the same time says that he will not give up Ukraine. According to Reuters's report, US President-elect Trump criticized Ukraine's use of American-made missiles to attack targets in Russia on the 12th local time, arguing that this has aggravated the escalation of the war between Russia and Ukraine. However, he also mentioned that he would not give up Ukraine. When talking about the Russian-Ukrainian conflict, Trump said in an interview, "What happened is crazy. This is crazy. I strongly object to launching missiles hundreds of miles into Russia. Why are we doing this? This will only escalate this war and make the situation worse. " According to the report, Trump hopes to end this "war" that lasted for nearly three years as soon as possible, but he is more cautious about revealing specific details. When asked if Kiev would cut its military and humanitarian aid to Ukraine if it did not agree to the peace agreement, Trump responded, "I think I have a very good plan to help Ukraine, but when I started to disclose this plan, it would almost become a worthless plan." In addition, when asked if he would give up Ukraine, Trump replied, "I hope to reach an agreement, and the only way to reach an agreement is not to give up." (World Wide Web)The growth enterprise market index fell to 1%, the Shanghai Composite Index fell by 0.65% and the Shenzhen Composite Index fell by 0.93%. Securities, real estate and food consumption were among the top losers, with nearly 4,300 stocks falling in Shanghai, Shenzhen and Beijing.
Tik Tok bean bag concept stocks opened lower and went higher, three-dimensional communication rose daily, Zhejiang-Wenzhou Internet, Zhangyue Technology and Guangbo shares rose sharply.Party Committee of CITIC Group: Firmly support the CPC Central Committee's decision to punish Xu Zuo. According to the news of CITIC Group official micro on December 13th, recently, the Party Committee of CITIC Group held a meeting to convey the decision of the State Supervision Commission of the Central Commission for Discipline Inspection to punish Xu Zuo. Xi Guohua, secretary and chairman of the Party Committee, presided over the meeting and made a speech, and members of the Party Committee made statements. Comrades attending the meeting unanimously expressed their firm support for the decision of the CPC Central Committee and the decision of the State Supervision Commission of the Central Commission for Discipline Inspection.Visionox: Chengdu Chenxian Micro-LED production line has entered the sprint stage of mass production and shipment. Visionox (002387) said on the interactive platform on December 13th that the first TFT-based Micro-LED production line in Chengdu Chenxian, a shareholding company, completed the equipment moving in in September this year and is now entering the sprint stage of mass production and shipment.
Party Committee of CITIC Group: Firmly support the CPC Central Committee's decision to punish Xu Zuo. According to the news of CITIC Group official micro on December 13th, recently, the Party Committee of CITIC Group held a meeting to convey the decision of the State Supervision Commission of the Central Commission for Discipline Inspection to punish Xu Zuo. Xi Guohua, secretary and chairman of the Party Committee, presided over the meeting and made a speech, and members of the Party Committee made statements. Comrades attending the meeting unanimously expressed their firm support for the decision of the CPC Central Committee and the decision of the State Supervision Commission of the Central Commission for Discipline Inspection.Treasury bond futures opened, with 30-year main contracts rising by 0.48%, 10-year main contracts rising by 0.36%, 5-year main contracts rising by 0.25% and 2-year main contracts rising by 0.05%.Chongda Technology: Five measures are taken to deal with the challenges and opportunities of industry development. Chongda Technology (002815) said in the online collective reception day of investors on December 12 that the company's measures to deal with the challenges and opportunities of industry development include: optimizing product structure, continuing to promote the optimization and upgrading of product structure, increasing R&D investment and market expansion in the field of high-end PCB boards, and accelerating the introduction of high-value customers and orders; Improve production efficiency and cost control; Accelerate the pace of capacity expansion, and promote the speed of capacity improvement of Dalian Plant, Zhuhai No.1 Plant and Zhuhai No.2 Plant in an orderly manner; According to market demand, adjust product price strategy in real time to improve profitability; Accelerate the construction of production base in Thailand, actively participate in international competition and cooperation, and enhance the company's visibility and influence in the global PCB market.
Strategy guide
12-13
Strategy guide 12-13