The photovoltaic, energy storage, and new energy sectors in the Hong Kong stock market have shown strong performance against the trend as the industry enters its traditional peak season with tightening supply and demand.

① Which individual stocks in the Hong Kong stock market’s photovoltaic energy storage and new energy sector are receiving capital inflows despite the adverse market trend? ② With the industry entering its traditional peak season and supply-demand dynamics tightening, how do institutions view subsequent opportunities?

Cailian Press report on March 20 (Editor: Feng Yi) – The broader Hong Kong stock market continued to adjust today, but stocks in the photovoltaic energy storage and other new energy sectors bucked the trend and strengthened.

As of this writing, Shuangdeng Co., Ltd. (06960.HK) rose nearly 5%, CALB (03931.HK) increased over 4%, while CATL, Xinyi Solar (00968.HK), and a group of other individual stocks also followed with gains.

In terms of news, on March 16, Sungrow announced it had signed an energy storage system cooperation agreement with ENEVO Group, a leading Romanian energy solutions provider, with a total capacity scale reaching 1GWh.

Additionally, according to insider sources, SpaceX’s team under Elon Musk recently placed an equipment order with a leading domestic heterojunction device manufacturer, with delivery expected in the first week of May.

The above developments have once again highlighted the overseas competitiveness of China’s new energy industry chain. Some analysts believe that as shipments of photovoltaic and energy storage products accelerate alongside an increasing proportion of overseas orders, performance growth for some leading companies will continue to accelerate.

Huatai Securities further analyzed that a rush for exports is highly likely to occur in Q1 2026, after which overseas markets will enter a price hike phase. Additionally, referencing Tesla’s energy storage unit price of approximately 1.9 RMB/Wh, domestic energy storage products still hold significant room for price increases.

On the other hand, with the arrival of March, the energy storage sector has entered its traditional seasonal peak period, with production schedules hitting record highs and industry supply-demand dynamics tightening.

According to tracking research by GF Futures, from the perspective of lithium battery demand alone, power terminal charge capacities have shown significant increases, and leading energy storage enterprises are operating at full capacity. Downstream production remains resilient; material operations are projected to remain robust under rigid orders, with cell and material production schedules for March revised upward.

Dongwu Securities research also pointed out that following the introduction of national-level compensation tariffs for energy storage capacity, detailed implementation rules and lists are expected to be issued by various provinces, further boosting energy storage demand through enhanced coordination. The research also noted that recent advancements in U.S. data center energy storage projects, along with numerous projects in Europe and the Middle East, indicate strong demand for large-scale energy storage systems.



Source link

Visited 1 times, 1 visit(s) today

Related Article

Deescalation hopes amid surging oil

👋 Good morning! Oil provided investors with yet another eventful day in the markets. Barrels of Brent (BZ=F) spent part of the day in the $110s, but stocks recovered most of their steep intraday losses, closing only moderately in the red on Thursday. The S&P 500 (^GSPC) and the Nasdaq (^IXIC) lost 0.3%, while the

Hong Kong Stock Market Midday Review

CATL (3750.HK) rose by 4.66%. Morgan Stanley noted that its performance exceeded expectations, and its energy storage shipments may be boosted by AI-related demand. According to Zhitong Finance, the Hang Seng Index fell by 0.63%, or 161 points, to 25,338 points, while the Hang Seng Tech Index dropped by 1.71%. The morning trading volume of

Iran war puts listings on hold

The National Stock Exchange (NSE) building in Mumbai, India, on Wednesday, Dec. 10, 2025. Dhiraj Singh | Bloomberg | Getty Images Global volatility is threatening a pipeline of multibillion-dollar stock market listings in India, the world’s busiest IPO market. Payments app PhonePe’s move on Monday to halt its listing plans has underscored a growing strain

ET logo

Gold and silver prices falling today: Why gold and silver prices are crashing despite US–Iran war and stock market turbulence, with gold now below $4,700 and silver falling under $70

Gold and silver prices have taken a sharp hit, with gold plunging to $4,691.70 per ounce (-4.18%) and silver sliding to $70.68 (-8.91%), marking their lowest levels in nearly a month. This sudden drop comes even as the US–Iran war intensifies and global markets face volatility—conditions that typically push precious metals higher. Instead, gold and

Stock Market Today (LIVE): Micron Revenue Smashes Expectations, but Wall Street Yawns

📌 Top story — scroll down for more updates Micron Revenue Smashes Expectations, but Wall Street Yawns 5:27 pm When companies beat revenue and earnings expectations as much as Micron Technologies (MU 3.71%) did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into

JPM Cuts Is US Stock Outlook, Says Market Is Too Calm About an Oil Shock

JPMorgan lowered its 2026 year-end S&P 500 target to 7,200 from 7,500, warning that investors have become complacent in their expectation that oil-price spikes will be short-lived. The US stock market has been resilient amid surging oil prices since the Iran war began nearly three weeks ago. JPMorgan said this relative calm relies on one

Will Invesco S&P 500 Equal Weight ETF Finally Reward Patient Investors?

You often see the cutting edge of financial innovation in the latest trends in the exchange-traded fund universe. Whenever someone sees a potential new angle on a successful investment, it likely that a new ETF will appear to give investors a taste. That’s what initially happened with the Invesco S&P 500 Equal Weight ETF (NYSEMKT:

Up Around 1,200% in the Past Year, How Much Higher Can Sandisk Stock Go?

It’s been over a year since memory and storage company Sandisk (NASDAQ: SNDK) spun off from Western Digital. And investors who have bought the stock, which focuses on flash memory storage, have enjoyed fantastic gains. If you were to invest just $1,000 into the stock a year ago, your investment would be worth more than

1 Inflation-Resistant Stock to Buy and Hold Forever

Is inflation about to rise? Amid geopolitical tensions, soaring oil prices, and persistent tariffs, many analysts and government officials are worried inflation will spike. This concerns investors, too. The relationship between inflation and equity markets is complex, but generally, stocks tend not to perform as well when prices rise, as this also leads to higher

Down About 35% in 2026, Is It Finally Time to Buy?

Shares of online used-car retailer Carvana (NYSE: CVNA) have experienced a brutal start to 2026. After logging astronomical gains over the past three years as it pulled itself back from the brink of financial collapse, the growth stock is down about 35% year to date as of this writing. The steep drop comes as many

Egan-Jones Releases Commentary on Conflicts of Interest in the Corporate Governance Industry

NEW YORK, March 19, 2026 /PRNewswire/ — Egan-Jones released an analysis examining structural conflicts of interest within the corporate governance and proxy advisory industry and outlining potential reforms to strengthen investor protections. Egan-Jones Proxy Services (PRNewsfoto/Egan-Jones Ratings Co.) The report states that under current conditions, major corporations control significant portions of the proxy advisory infrastructure. In

Why Canadian Solar Stock Was Tanking on Thursday

Investors were frosty on Canadian Solar (NASDAQ: CSIQ) stock on Thursday after the company published its latest earnings release. Obviously unimpressed by the solar company’s performance, those market players were selling off its shares energetically. In mid-session trading, Canadian Solar was down by more than 29%. Canadian Solar, which reports its financial results in U.S.

Why Kratos Defense Stock Dropped Today

Kratos Defense & Security (NASDAQ: KTOS) stock slid 5% through 11:35 a.m. ET Thursday, not on any news from Kratos, but perhaps in reaction to an earnings report from Red Cat Holdings (NASDAQ: RCAT) last night. Analysts forecast Red Cat to lose money in Q4, but not quite as much as it ultimately lost ($0.17

Rocket Lab vs. Joby Aviation

All investors want to find that “rocket ship” stock before it launches into the stratosphere. Yet the risks are real, and many early-stage companies end up as another falling star. So which space stock is a better buy-and-hold for the next decade? The end-to-end space company Rocket Lab (NASDAQ: RKLB) or the Jetsons-like air taxi

Down 68%, This Growth Stock Looks Oversold. Is It a Buy?

In the span of two years, Lululemon Athletica (NASDAQ: LULU) has gone from being a top performer in the apparel sector to one of the worst. The stock is now down 68% from its peak at the end of 2023 as its growth has slowed dramatically. There’s no single factor that is responsible for that

1 Magnificent S&P 500 Dividend Stock Down 36% to Buy and Hold Forever

Does your portfolio need to produce more income? If so, here’s some good news: There are plenty of fantastic dividend stocks trading at a nice discount right now. In fact, one “forever” dividend-paying member of the S&P 500 is currently down 36% just since the middle of last year. That stock is Automatic Data Processing (ADP

0
Would love your thoughts, please comment.x
()
x