Polysilicon prices have dropped significantly. In the first half of the year, Dalian Energy recorded a net loss of 0.67 billion yuan. The annual production volume has been adjusted to 0.21-0.22 million tons.
① In the second quarter of this year, the revenue and net income of Daquan Energy both hit a new low in nearly two years, with significant year-on-year and quarter-on-quarter declines. ② In the first half of this year, Daquan Energy continued to expand production despite a significant drop in polysilicon prices, but the increase in sales volume was lower than the increase in output. ③ The company expects a polysilicon production volume of 0.043-0.046 million tons in the third quarter, and adjusts the annual expected production volume to 0.21-0.22 million tons.
TCL Zhonghuan Renewable Energy Technology, the leading company in silicon wafer production, reported a loss of over 3 billion yuan in the first half of the year. The departure of key personnel and a reduction in silicon wafer production rate were the main
①The leading silicon wafer manufacturer had a net loss of 3.064 billion yuan in the first half of the year, with a loss of 2.184 billion yuan in Q2. ②The company's inventory impairment loss affected the total profit by -1.109 billion yuan, further dragging down the business performance of the battery module business. ③This month, Shen Haoping, who has served as CEO for many years, stepped down from his position, and the silicon wafer capacity utilization rate of the company was subsequently reduced, and the load of the central ring began to decrease.
Energy storage shipments "overtaking" power, eve energy co.,ltd. H1 performance decline, energy storage batteries gradually becoming the focus of the business | Financial report interpretation
Eve Energy Co., Ltd. achieved a revenue of 21.659 billion yuan in H1, a year-on-year decrease of 5.73%; its net income attributable to shareholders was 2.137 billion yuan, a year-on-year decrease of 0.64%. In Q2, the company's shipment of energy storage batteries exceeded that of power batteries, resulting in a year-on-year increase of 9.93% in revenue from energy storage batteries in the first half of the year, while revenue from power batteries decreased year-on-year.
Shanghai Putailai New Energy Technology Chairman Liang Feng: It is expected that there will be limited downward space for the price of anode materials in the future|Exclusive coverage of the earnings conference
① Director Liang Feng of Shanghai Putailai New Energy Technology expressed that due to reduced profits and tighter financing, the rate of new capacity investment in the industry has significantly slowed down, and it is expected that the future space for further price declines is limited. ② In addition to anode materials, investors have a higher level of interest in the layout of "next-generation" battery materials by Shanghai Putailai, including silicon-carbon anode and solid-state electrolyte.
The profit of photovoltaic equipment leader slowed down, and the net profit of Zhejiang Jingsheng Mechanical & Electrical in Q2 decreased by 22% year-on-year. Interpretations of financial report.
① The company's Q2 net profit saw a rare decline compared with the same period last year; ② The company's revenue increased in the first half of the year but did not show any profit growth; ③ The performance was affected by the decline of the photovoltaic industry; ④ The company is exploring multiple new businesses to find a second engine.
tcl zhonghuan renewable energy technology's "midfield battle"
Considerations of going against the trend.