Jiangxi Haiyuan Composites Technology Stock Forum

The company's strong revenue growth trends are boosting its high P/S ratio. Investors anticipate this growth to persist, justifying a higher stock price. Continued revenue generation should keep the share price stable.

The company's sluggish revenue growth and lack of profitability are concerning. The significant shareholder loss may indicate market over-reaction, but the long-term share price weakness could be a bad sign. Potential investors are advised to research the stock for a possible turnaround.

Due to Jiangxi Haiyuan Composites Technology Co.,Ltd.'s impressive revenue performance and future growth expectations, investors are willing to pay a premium for the stock. As long as current conditions persist, they are likely to continue supporting the share price.

Core points
1. TOPCon battery supply situation: The current supply is very tight. The leading takeaway company Jietai has a monthly production capacity of about 600MW, and other companies have a small takeaway production capacity in March. The battery supply of TOPCon is expected to remain tight for 2023.
2. TOPCon battery premium: TOPCon battery companies currently have strong bargaining power, and component companies passively acce...