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2024-12-13 04:48:37

Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.Several important signals. . .Zhu Zeyu's manipulation of 23 stocks, including Tongrun Equipment, was fined nearly 35 million by the CSRC; Wang Zhiheng's manipulation of Dongjie Smart's stock loss exceeded 200 million and was fined 2 million by the CSRC; Obviously, the punishment is increasing. As long as the illegal operation is violated, not only the illegal income will be confiscated, but also a fine will be imposed, even if the loss is no exception, which can play a very good deterrent role and make the market more standardized.


Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).


At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.

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