The 2025 Analyst Conference and the 7th Sina Finance Golden Qilin Best Analyst Awards Ceremony were held on November 28 in Shanghai. Over 300 distinguished guests, including scholars, fund managers, listed company executives, and top analysts, gathered to discuss future opportunities in China's capital markets.
Among the winners, Changjiang Securities' research team led by Wu Bohua claimed first place in the New Energy Vehicles & Components category. The team includes analysts Cao Haihua, Si Hongli, Ye Zhinan, Wang Yao, Zhang Yonggan, Wang Zihao, Ren Jiahui, Yu Hengyi, Zhou Shengjun, Zhang Yang, Shen Haoshu, and Yuan Peng.
**Weekly Insights from Changjiang Securities' Power Equipment & New Energy Team:** - **Photovoltaics:** Monitor price trends, mergers in polysilicon, energy consumption standards, and advancements in pastes and BC technologies. - **Energy Storage:** Track production schedules, bidding results, policy updates (domestic and international), and data center storage developments. - **Lithium Battery:** Focus on solid-state battery research, weekly EV sales data, and supply chain price adjustments. - **Wind Power:** Watch for policy catalysts under the 15th Five-Year Plan, offshore wind projects, and profitability recovery in turbine manufacturing. - **Power Equipment:** Updates on UHV project approvals, major engineering contracts, and State Grid tenders. - **Emerging Sectors:** Robotics supply chain progress, domestic semiconductor advancements, AI data center tech, and application developments.
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