The report on research and publication, and the forecast of the domestic and energy industry, reflect a more robust growth outlook. According to the data of the State Energy Administration, the domestic production capacity of 48GW and 72GW capacity increased last year, and the market is expected to further speed up the Fourteenth five-year Plan, which is expected to come soon.

The bank will raise the global capacity forecast for 2021 to 2025, and the domestic forecast for China will be raised from 45 to 85GW to 55 to 85GW. Growth seems to be fruitful, so allow banks to be bullish on related equipment stocks. In terms of too much energy supply, the bank looks at many crystal silicon and energy glass producers because of the improvement in the relationship between supply and demand. At the same time, the raw material crystal producers continue to receive benefits through the remaining gross profit margin. In terms of energy glass, sales rose 45% last year and are expected to rise in the last three months until they fall back to a low level due to new production capacity. Run and update the domestic forecast for new airplanes from 2021 to 2025, pointing out that TVs are undervalued in the market.

Investors prefer premium equipment stocks to too energy-intensive stocks, mainly due to the excellent return of valuation plans, which reiterated that 02208.HK will benefit from increased volume and cost savings even if all sales are sold out. 01072.HK and Shanghai Telecom (02727.HK) have also benefited from this increase.

In terms of solar energy panels, customers prefer to believe in light energy (00968.HK), and put on the source power (00916.HK) target to reflect the improvement in the prospect of expansion. Source plans to collect A shares for the first time, and the same industry has spillover, which will help it to carry on the stock market and become the catalysis of the stock market. Please refer to the other table for the level and objectives of your investment.