Summary [CITIC Securities: Photovoltaic installed capacity is expected to reach 200GW-210GW in 2024]A CITIC Securities research report pointed out that domestic photovoltaic growth is gradually facing the bottleneck of grid consumption. It is expected that photovoltaic installed capacity will reach 200GW-210GW in 2024, and the year-on-year growth rate may fall back to 5%. —10%, among … Read more
The agency pointed out that from the perspective of passenger flow and consumption during the Spring Festival in my country, the domestic economy is expected to continue to recover; the overall valuation level of the capital market and foreign capital positions continue to rise before the Spring Festival. Under the current background of frequent positives, … Read more
(Original title: Bought out! Beishang Capital has “running into the market” for 10 consecutive days, and the net inflow in January has approached the whole year of 2022, and the large-scale increase in 36 shares! The concept of semiconductors has become popular, and the performance of multiple stocks is expected to double) Since January, the … Read more
Original title: CITIC Securities sells no more than 28 billion yuan in allotment plans In the evening of February 26,CITIC SecuritiesThrow no more than 28 billion yuanAllotmentpublicly issueSecuritiesThe plan has aroused strong concern in the industry. The plan for the allotment of shares,CITIC SecuritiesIt is proposed to distribute no more than 1.5 shares for … Read more
Original title: CITIC Securities: The board of directors agreed that the company would invest no more than 3 billion yuan to establish CITIC Asset Management In the evening of February 22,CITIC Securitiesannouncement，directorWill agreethe companyThe investment does not exceed 3 billion yuan, and the establishmentWholly-owned subsidiaryCITIC SecuritiesassetsmanagementLimited company(Tentative name). According to the “About setting up an … Read more
Summary [CITICSecurities:PingAnA-sharetargetpriceof90.81yuaninthenextyear]CITIC Securities pointed out that Ping An Life Insurance business of China is in the process of cyclical recovery after the epidemic, and we expect its NBV to resume double-digit growth in 2021. The effect of life insurance reform has been slow, and the long-term focus is on comprehensive finance centered on banks. The … Read more
Summary [CITIC Securities: BYD’s January sales are in line with expectations. Pre-sales of new DM-i models are hot]CITIC Securities Research reported that BYD sold 20,000 new energy vehicles in January, -30% month-on-month and +183% year-on-year. The sales of the flagship model “Han” continued to exceed 10,000. The release of the fourth-generation DM-i plug-in hybrid platform … Read more
Summary [CITIC Securities: It is estimated that 2.1 million new energy vehicle sales in 2021 will increase 54% year-on-year]CITIC Securities released a research report on January 14 stating that it looks forward to 2.1 million new energy vehicle sales in 2021, an increase of 54% year-on-year; The boom in the passenger car industry is clear, … Read more
Original Title:[Data Interpretation]CITIC Securities: Internal and external demand resonates, and the economy will rise in the next 1-2 quarters National Bureau of StatisticsAnnounced today, above the scale in NovemberIndustrial added valueYoYIncreased by 7%, the first NovemberFixed asset investmentA year-on-year increase of 2.6%, both in line with expectations; butThe total retail sales of social consumer goodsA … Read more