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New Energy 2024-04-20T11:51 財經茄呢啡 美國電動車巨頭特斯拉昨天(18日)遭德銀調降評級兼大降目標價,股價急挫3.55%收報149.93美元,創2023年1月以來收盤新低,今年迄今跌了近四成。另美國據報向墨西哥施壓,暫時停止向中國車企提供建廠優惠。新能源車股今天(19日)全線回軟,其中理想汽車公布家庭五座SUV理想L6,股價反而急插逾7%,為表現最差藍籌,比亞迪亦曾跌穿200元,新能源車股看來未宜沾手。
New Energy 2024-04-16T11:55 財經茄呢啡 雪州萬達廣場(1 UTAMA)與SOLARVEST(SLVEST,0215,主板工業股)合作,攜手安裝馬來西亞最大的太陽能光伏系統。
New Energy 2024-04-15T11:58 財經茄呢啡 前期超跌的新能源板塊近期獲資產關注明顯,數據顯示,3月8日至今,北向資產淨流入電力設備板塊超81億元,在31個申萬一級行業中居首。新能源車 ETF是現在市場上規模最大的新能源車主題ETF,與其聯接基金(013013/013014)跟蹤中證新能源汽車指數,選取涉及鋰電池、充電樁、新能源整車等業務的上市公司股票作為成份股,申萬一級行業分類中,電力設備和有色金屬權重占比合計高達70%。
New Energy 2024-04-13T11:51 財經茄呢啡 4月11日|多晶硅價位全線調低,拖累港股新特能源收跌4.84%,其余光伏股也普遍下滑,協鑫新能源跌近3%,協鑫科技、陽光能源和信義玻璃跌超1%。中國有色金屬工業協會硅業分會公告,今周硅料價位全線調低。
New Energy 2024-04-10T11:49 財經茄呢啡 公司深耕工業用紙包裝,產能釋放支持擴張,復合塑料包裝底部持續向好,戰略布局光伏新質生產力,未來有望實現快速成長,預估公司2024/25/26年能夠實現基本每股回報0.3/0.41/0.61元,對應PE為33X/24X/16X,保持「推薦」評級。
New Energy 2024-04-08T11:59 財經茄呢啡 處於估值底部的新能源車板塊近期獲資產關注明顯,數據顯示,3月8日至今,北向資產淨流入電力設備板塊超81億元,在31個申萬一級行業中居首。新能源車 ETF是現在市場上規模最大的新能源車主題ETF,與其聯接基金(013013/013014)跟蹤中證新能源汽車指數,選取涉及鋰電池、充電樁、新能源整車等業務的上市公司股票作為成份股,申萬一級行業分類中,電力設備和有色金屬權重占比合計高達70%。
New Energy 2024-04-02T11:58 財經茄呢啡 該股為小米汽車,汽車零部件,新能源汽車概念熱股,當日小米汽車概念上揚2.77%,汽車零部件概念上揚2.66%,新能源汽車概念上揚2.58%。
New Energy 2024-03-27T11:46 財經茄呢啡 天風證券03月27日公布研報稱,給予宇晶股權(002943.SZ,最新價:25.5元)買進評級。評級理由重要包括:1)光伏多線切割機市占率大幅增加,SIC切磨拋設備有望受益於SIC8英寸擴產和國產替代;2)睇好公司在切磨拋裝備領域的行業競爭力和SIC領域行業拓展。風險提示:光伏行業景氣度遜預期、SIC應用滲透率遜預期、客戶導入發展遜預期、訂單收入確認遜預期風險、股價震動較大風險。
New Energy 2024-03-25T12:00 財經茄呢啡 該股為新能源汽車,鈉電池,鋰電池概念熱股,當日新能源汽車概念上升0.95%,鈉電池概念上升0.78%,鋰電池概念上升0.65%。
New Energy 2024-03-23T11:56 財經茄呢啡 廈門建發能化有限公司成立,注冊資本為1億元,經營范圍包含:供給鏈管理服務;煤炭及制品銷售;太陽能發電技術服務;太陽能熱發電產品銷售;光伏發電設備租賃;光伏設備及元器件銷售等。企查查股權穿透顯示,該公司由建發股權及旗下建發(上海)有限公司共同持股。
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