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We Think Hainan Drinda New Energy Technology (SZSE:002865) Has A Fair Chunk Of Debt
Hainan Drinda New Energy Technology Co., Ltd.'s (SZSE:002865) Market Cap Surged CN¥497m Last Week, Individual Investors Who Have a Lot Riding on the Company Were Rewarded
Junda Co., Ltd.: 2024 performance forecast
Hainan Drinda New Energy Technology (002865.SZ): Expected loss of 0.55 billion yuan to -0.65 billion yuan in 2024.
Gelonghui, on January 22, announced that Hainan Drinda New Energy Technology (002865.SZ) released its 2024 performance forecast, expecting a net loss attributable to shareholders of the listed company between 0.55 billion yuan and 0.65 billion yuan, compared to a profit of 815.6422 million yuan in the same period last year; after deducting non-recurring gains and losses, the net loss attributable to shareholders of the listed company is estimated at 1 billion yuan to 1.2 billion yuan, while last year's same period profit was 558.9984 million yuan; basic EPS loss is estimated at between 2.42 yuan/share and 2.86 yuan/share. Due to the continuous expansion of production capacity in various links of the Industry Chain over the past few years, the photovoltaic Industry is facing challenges in 2024.
BOCOM INTL: As the production capacity of Solar Cells is gradually cleared, a profit turning point has already emerged, and the leading advantages are clear, with a reversal expected.
Losses across the Industry cannot be sustained for long. With policy support, capacity will be cleared more quickly, and the overcapacity of Solar Cells is relatively mild. Currently, N-type capacity is expected to be only 1.2 times the demand in 2025, which is likely to first achieve supply-demand balance in the main Industry Chain of photovoltaics.
GF SEC: The increase in the proportion of photovoltaic storage will still become a key factor for the new round of demand exceeding expectations.
Based on demand for consumption, the price parity ratio of solar energy storage continues to break through, promoting the release of consumption potential; the growth of electricity load and the construction of regulating resources gradually opens up Global solar energy storage installation space.