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The energy storage industry held a discussion meeting on anti-involution, which is expected to drive the Industry Chain back to a high growth trend.
According to a report by Sina Finance, following the self-discipline initiative in the photovoltaic Industry, the Power Inverter and energy storage Industry may follow suit. Recently, the China Photovoltaic Industry Association organized a seminar to prevent "involution-style" vicious competition in the Power Inverter and energy storage sectors, where an initial review of the initiative for healthy development in the Power Inverter and energy storage Industry was conducted.
The integration of State Grid assets is accelerating. State Grid Yingda and NARI Technology announced the transfer of state-owned equity on the same day | Quick Announcement.
① State Grid Yingda and NARI Technology disclosed the state-owned equity transfer agreements on the same day, both involving Suzhou Electrical Apparatus Science Academy and NARI Group; ② Both belong to the internal gratuitous transfer of state-owned Assets, so it does not involve a takeover bid, and there has been no change in the actual controller; ③ The equity transfer is to implement the requirements of the State-owned Assets Supervision and Administration Commission of the State Council regarding the reduction of the corporate level and to clarify the equity relationships.
Battered Clean Energy a Focus as Tariffs Spur Take-private Push
The Chairman of LONGi Green Energy Technology once again increased shareholding today to support the market, and several Electrical Utilities and Energy companies also took action to convey bullish signals.
① Currently, Zhong Baoshen's total amount of Shareholding in two rounds has reached 0.188 billion yuan; ② In addition, today several Energy companies announced the release of Bullish Signals through share buybacks or increasing their shareholdings.
Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax
① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.
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