Group 1 - Jinyang New Energy's stock price increased by nearly 10% in early trading, currently up 7.43% at HKD 1.88, with a trading volume of HKD 1.0713 million [1] - Changjiang Securities reported that this year's photovoltaic equipment orders are still constrained by the slowdown in industry expansion trends, but leading BC manufacturers are relatively proactive in expansion, with a higher value per GW of equipment [1] - It is estimated that BC expansion will reach 50-60 GW this year, providing order resilience [1] Group 2 - The photovoltaic industry has seen further policy deepening to counteract excessive competition, which has limited capacity expansion but has not changed the demand for high-quality, high-efficiency products [1] - There is a focus on the application of TOPCon+ technology and the realization of BC expansion demand [1]
金阳新能源盘中涨近10% 机构预计BC扩产提供订单韧性-港股-金融界