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Orient Securities: Leading silicon wafer companies actively trying to raise prices, expected to drive industry profitability recovery.
Overcapacity and slowing demand are the internal factors driving the price adjustment of the photovoltaic industry chain products in this round, with most segments of the main chain basically reaching the point of cash deficit.
TCL Zhonghuan (002129.SZ): cumulatively repurchased 0.1237% of shares.
On September 3, TCL Zhonghuan (002129.SZ) announced that as of August 31, 2024, the company has repurchased a total of 4,999,968 shares of the company's stock through the Shenzhen Stock Exchange trading system through centralized bidding trading, accounting for 0.1237% of the company's current total share capital. The highest fill price is RMB 12.57 per share, and the lowest fill price is RMB 12.47 per share. The total amount paid was RMB 62,558,044.45 (excluding stamp duty, trading commissions and other transaction costs).
Nomura Adjusts TCL Zhonghuan Renewable Energy Technology's Price Target to 8.20 Yuan From 9.60 Yuan, Keeps at Neutral
TCL Zhonghuan: The comprehensive market share of silicon wafers in the first half of the year was 23.5%, and the operating rate has been adjusted to 80%.
On the morning of August 27th, TCL Zhonghuan held its 2024 semi-annual performance briefing. After introducing the performance and operation of the first half of 2024, the relevant person in charge of TCL Zhonghuan pointed out, 'Currently, our operation rate is around 80%, and it may be adjusted appropriately according to the sales situation in the future.' According to the latest statistics from the Silicon Industry Branch, the operation rate of integrated enterprises remains between 50% and 60%, while the operation rate of other enterprises varies between 50% and 100%. The differentiated operation rate may be determined by each company based on its own dimensions, asset scale, and strategic situation.
Two leading silicon wafer manufacturers announced price adjustments on the same day! They are sounding the horn for price increases together.
On August 27, tcl zhonghuan renewable energy technology (002129.SZ) announced an increase in the price of silicon wafers. After the adjustment, G10N is priced at 1.15 yuan per piece, G12RN is priced at 1.3 yuan per piece, and G12N is priced at 1.5 yuan per piece.
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.
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2786 OP : Buying more !!!
104596646 : how many you bought? all in? haha, you been a huge supporter for this counter
Biff :