XINYI SOLAR WKN: A1JPAH ISIN: KYG9829N1025 Kürzel: 13X Forum: Aktien Thema: Hauptdiskussion

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Markets China Solar Stocks Rise on Bets Installation Curbs Will Ease A farmer tends to tomato plants growing under an array of solar panels at a solar project in the Kubuqi Desert, Inner Mongolia, China. A farmer tends to tomato plants growing under an array of solar panels at a solar project in the Kubuqi Desert, Inner Mongolia, China.Photographer: Qilai Shen/Bloomberg By John Cheng March 11, 2024 at 3:34 AM UTC Save Listen 1:19 Chinese solar shares extended their recent gains amid speculation the government will relax caps on renewable installation, improving the outlook for the sector. Xinyi Solar Holdings Ltd. and Flat Glass Group Co. both jumped at least 8% in Hong Kong after analysts at firms including JPMorgan Chase & Co. and Daiwa Securities Group Inc. cited market speculation China will allow a curtailment rate of more than 5% for power generated from renewable projects including solar farms. That should improve the outlook for solar installation, they said. Solar curtailment involves limiting the generation or transmission of solar power for economic or grid-capacity reasons. The curtailment rate is currently capped at 5%. The relaxation is likely given regulators’ recent tone on managing renewable power utilization at a “reasonable level” and policy pushing distributed generation deployment, according to JPMorgan analysts including Alan Hon. They raised the full-year estimate for China solar installation by 21%. Chinese solar stocks have gained in recent weeks, helped by improving industry fundamentals, with Xinyi Solar’s robust earnings giving the sector a boost. The stock rose for an eighth day Monday, its longest streak since 2018. The supply-demand outlook is improving as the oversupply issue is gradually being resolved, some of the analysts said

Hier sind 6,4 HKD gemeint, keine USD oder? :D

Ich laß die Aktie zur Zeit mit einem Trailingstop 6% laufen... Was denkt ihr welcher Spread im Handelsverlauf entsteht?

Morgan Stanley hob außerdem sein Kursziel für XINYI SOLAR von 5,8 $ auf 6,4 $ an und erhöhte seine EPS-Prognosen für 2024 und 2025 um jeweils 13 % bzw. 2 %, wobei das Rating bei „Übergewichten“ blieb. http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1332312/popular-news/AAFN

https://www.bloomberg.com/news/articles/2024-03-11/china-solar-stocks-advance-on-stronger-installation-outlook Leider bezahl artikel

Chinesische Solaraktien steigen aufgrund von Wetten, dass die Installationsbeschränkungen nachlassen werden

Starkes Comeback

🐲🐲🐲🐲🐲

Das ist der chinesische Drache, spuckt er Feuer wird's heiss

Es gab nur Zahlen vor knapp 2 Wochen, seitdem läuft sie so gut.

Heute früh auch schon wieder über 10 Prozent gestiegen.

gab es irgendwelche Neuigkeiten?

Dein Wort in Gottes Ohren

Denke, wir gehen hoch bis 10 HKD die nächsten Wochen. Macht knapp 1,20€