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The overseas photovoltaic Brackets Business continues to grow, with Arctech Solar Holding expecting a net profit increase of over 80% in 2024.
① The company expects a Net income of 0.208 billion yuan in the fourth quarter of 2024, an increase of approximately 10.69% year-on-year and about 6.02% quarter-on-quarter. It stated that the strong demand for overseas photovoltaic ground power stations and the rise of Emerging Markets such as the Middle East and Latin America have driven the continuous growth of the company's overseas photovoltaic Brackets Business; ② As of December 31, 2024, the company has a total Order of approximately 4.65 billion yuan.
Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.
Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.
① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.
0.972 billion! Farasis Energy (Gan Zhou) Co., Ltd. has "changed ownership" to Guangzhou State-owned Assets.
① The controlling shareholder of Farasis Energy (Gan Zhou) Co., Ltd. may be changed to the Industrial Control Group, and the actual controller may change to the Guangzhou Municipal People's Government; Stocks will resume trading from the morning of January 6; ② The company had announced an Equity Transfer matter in August 2023 and terminated it in November of the same year. However, at that time, the Equity Transfer price was 28.37 yuan per share, with a total Trade price of 1.728 billion yuan, far exceeding the price disclosed today.
Beijing Tianyishangjia New Material Corp. has new progress in Aviation aerospace products: the rocket fairing has passed static load tests, but has not yet generated direct benefits.
① Beijing Tianyishangjia New Material Corp. stated that according to the delivery process, after completing the static test, the next step is to conduct flight tests. If there are no issues with the product performance throughout the entire process, it will enter the later stage for contract signing and realize product commercialization; ② A person from the company's board secretary office stated that the company's application areas have expanded from a single High-speed Rail transportation Business Sector to four major Business Sectors: photovoltaic monocrystalline auxiliary materials, Autos, and Aviation.
Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.
① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.