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CMChai100
CMChai100
·
2025-09-04
0
Changes in Hong Kong stocks | Photovoltaic solar stocks surged, Triumph New Energy rose more than 7%
9月4日,港股光伏$太阳能(000591)$股盘初冲高,$凯盛新能(01108)$涨超7%,$福莱特玻璃(06865)$、$协鑫科技(03800)$涨超5%,$信义光能(00968)$涨超3%。
Changes in Hong Kong stocks | Photovoltaic solar stocks surged, Triumph New Energy rose more than 7%
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CMChai100
CMChai100
·
2023-04-19
Okokok! Will try my very best to keep
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CMChai100
CMChai100
·
2023-04-18
Very good point about the tiger apps
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CMChai100
CMChai100
·
2023-04-15
good good good food yes pkay
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CMChai100
CMChai100
·
2023-01-10
Good game
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CMChai100
CMChai100
·
2023-01-04
Very cool and cool
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CMChai100
CMChai100
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2023-01-01
I am going to be in
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CMChai100
CMChai100
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2022-12-31
Very good
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CMChai100
CMChai100
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2022-12-28
I onow already
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CMChai100
CMChai100
·
2022-12-20
good
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09:54","market":"us","language":"zh","title":"Changes in Hong Kong stocks | Photovoltaic solar stocks surged, Triumph New Energy rose more than 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140365782","media":"老虎资讯综合","summary":"9月4日,港股光伏$太阳能(000591)$股盘初冲高,$凯盛新能(01108)$涨超7%,$福莱特玻璃(06865)$、$协鑫科技(03800)$涨超5%,$信义光能(00968)$涨超3%。","content":"<p><html><head></head><body>On September 4, Hong Kong stock photovoltaic<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The stock market initially surged higher,<a href=\"https://laohu8.com/S/01108\">Triumph New Energy</a>Rose more than 7%,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>、<a href=\"https://laohu8.com/S/03800\">GCL Technology</a>Up more than 5%,<a href=\"https://laohu8.com/S/00968\">Xinyi Solar</a>Up more than 3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8c84b468975de9c6ee7dbc8716852a\" title=\"\" tg-width=\"909\" tg-height=\"568\"/></p><p>In terms of news, according to the announcement of Solar Energy and Jinkai New Energy, a number of new energy power generation operators have recently received renewable energy subsidy funds. From January to August, the subsidy funds received by photovoltaic project companies affiliated to Solar Energy increased by 232% year-on-year, reaching 24 170% of the annual amount; The subsidy funds received by Jinkai New Energy from January to August increased by 342% year-on-year, reaching 190% of the full-year amount in 24 years. The analysis pointed out that under the background that the yield of wind and solar projects is under pressure from market-oriented transactions on the income side and anti-involution price increases on the cost side, \"centralized payment of historical arrears of subsidies\" can immediately stimulate developers' investment. The potential policy measures of enthusiasm are also expected to provide certain support for domestic photovoltaic demand in 26 years.</p><p><p style=\"text-align: justify;\">Kaiyuan Securities recently released a research report stating that relevant meetings have been held intensively since July. On August 19, six departments including the Ministry of Industry and Information Technology jointly held a photovoltaic industry symposium to clearly standardize the order of industry competition and strengthen the determination to counter involution. There have been positive signals in the current market. In the polysilicon segment, the silicon material purchase and storage plan has been promoted simultaneously with industry self-discipline. Since July, the transaction price has continued to pick up. On September 1, the quotation of polysilicon was further raised, with rod-shaped silicon rising to 55 yuan/kg. The price of granular silicon is 49 yuan/kg. On August 25, the bidding prices of the winning bidders for the China Resources 3GW module centralized procurement project all exceeded 0.7 yuan/watt, which is higher than the current mainstream level.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Changes in Hong Kong stocks | Photovoltaic solar stocks surged, Triumph New Energy rose more than 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChanges in Hong Kong stocks | Photovoltaic solar stocks surged, Triumph New Energy rose more than 7%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-09-04 09:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 4, Hong Kong stock photovoltaic<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The stock market initially surged higher,<a href=\"https://laohu8.com/S/01108\">Triumph New Energy</a>Rose more than 7%,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>、<a href=\"https://laohu8.com/S/03800\">GCL Technology</a>Up more than 5%,<a href=\"https://laohu8.com/S/00968\">Xinyi Solar</a>Up more than 3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8c84b468975de9c6ee7dbc8716852a\" title=\"\" tg-width=\"909\" tg-height=\"568\"/></p><p>In terms of news, according to the announcement of Solar Energy and Jinkai New Energy, a number of new energy power generation operators have recently received renewable energy subsidy funds. From January to August, the subsidy funds received by photovoltaic project companies affiliated to Solar Energy increased by 232% year-on-year, reaching 24 170% of the annual amount; The subsidy funds received by Jinkai New Energy from January to August increased by 342% year-on-year, reaching 190% of the full-year amount in 24 years. The analysis pointed out that under the background that the yield of wind and solar projects is under pressure from market-oriented transactions on the income side and anti-involution price increases on the cost side, \"centralized payment of historical arrears of subsidies\" can immediately stimulate developers' investment. The potential policy measures of enthusiasm are also expected to provide certain support for domestic photovoltaic demand in 26 years.</p><p><p style=\"text-align: justify;\">Kaiyuan Securities recently released a research report stating that relevant meetings have been held intensively since July. On August 19, six departments including the Ministry of Industry and Information Technology jointly held a photovoltaic industry symposium to clearly standardize the order of industry competition and strengthen the determination to counter involution. There have been positive signals in the current market. In the polysilicon segment, the silicon material purchase and storage plan has been promoted simultaneously with industry self-discipline. Since July, the transaction price has continued to pick up. On September 1, the quotation of polysilicon was further raised, with rod-shaped silicon rising to 55 yuan/kg. The price of granular silicon is 49 yuan/kg. On August 25, the bidding prices of the winning bidders for the China Resources 3GW module centralized procurement project all exceeded 0.7 yuan/watt, which is higher than the current mainstream level.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/096e374818f94a1d385200d65a9cc2aa","relate_stocks":{"BK0132":"高送转概念","BK0054":"太阳能发电","BK4614":"Manus概念股","BK0102":"重组","BK1594":"碳中和概念股","BK0271":"能源供应","BK1105":"建筑产品","BK1554":"光伏太阳能股","BK0082":"国资改革","BK0010":"央企","BK0235":"非金矿物","01108":"凯盛新能","BK0164":"国企混改"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140365782","content_text":"9月4日,港股光伏太阳能股盘初冲高,凯盛新能涨超7%,福莱特玻璃、协鑫科技涨超5%,信义光能涨超3%。消息面上,据太阳能、金开新能公告,近期多家新能源发电运营商集中收到可再生能源补贴资金,太阳能下属光伏项目公司1-8月收到补贴资金同增232%,达24年全年金额的170%;金开新能1-8月收到补贴资金同增342%、达24年全年金额的190%。分析指出,在风光项目收益率同时受到收入端市场化交易、成本端反内卷涨价的夹击而导致收益率承压的背景下,“集中发放历史拖欠补贴”是能够立竿见影地刺激开发商投资积极性的潜在政策手段,也有望对26年国内光伏需求形成一定支撑。开源证券近日发布研报称,自7月以来相关会议密集召开,8月19日由工信部等六部门联合召开光伏产业座谈会,明确规范行业竞争秩序,强化反内卷决心。当前市场方面已出现积极信号,在多晶硅环节,硅料收储方案与行业自律同步推进,7月以来成交价持续回暖,9月1日多晶硅报价进一步上调,棒状硅升至55元/千克,颗粒硅报价49元/千克。8月25日华润3GW组件集采项目中标候选人投标价均突破0.7元/瓦,高于当前主流水平。","news_type":1,"symbols_score_info":{"01108":1.1}},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944279209,"gmtCreate":1681892635601,"gmtModify":1681892639779,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577327897505026","idStr":"3577327897505026"},"themes":[],"htmlText":"Okokok! Will try my very best to keep ","listText":"Okokok! Will try my very best to keep ","text":"Okokok! 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