Macquarie Lutheran and reiterated optical GCL outperform rating

Macquarie: Lutheran and reiterated optical GCL outperform rating hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client sina finance App: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future of the way out? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. Macquarie issued a research report, the NDRC issued a draft, intends to cut next year photovoltaic power tariff, the price of one to three kinds of resources area will drop down to 0.55 yuan per kWh, 0.65 yuan and 0.75 yuan, a decline of 23% to 37%, and distributed photovoltaic power generation project standard for 0.2 yuan, 0.25 yuan and 0.3 yuan, down 28% to 52%. The line refers to the magnitude of the price reduction is greater than expected, the market is expected to decline only 13%. The average cost per watt 6.5 yuan RMB, is expected to make a resource area to three project internal rate of return to the 5%-7%, the internal rate of return of about 8%-11%. The bank also said that, due to the decrease in the rate of return, or will make the first half of next year, which lowered the price before the start of installed tide. As for the policy, Credit Suisse is expected to substantially solve the problem of excess supply, but the second half of next year or serious shrinking demand, and reduce the development of PV industry predictability. The bank maintained pessimism on the photovoltaic industry, the average selling price and gross profit expected manufacturers will be under pressure, while the downstream project returns become uncertain and there is downward pressure, reiterated to Xinyi optics (00968.HK), poly (03800.HK) ‘underperform’ rating. (both) to enter the Sina financial stocks] discussion相关的主题文章: