No Data
The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.
The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.
china securities co.,ltd.: The bottom of the photovoltaic industry is basically confirmed, and the incremental certainty of the power equipment network is strong.
In Q3, the new energy sector saw a sharp decline in construction projects on a month-on-month basis, while the lithium battery and photovoltaic sectors stabilized their income and profit at the bottom, with demand remaining stable and supply contracting. Although many links still face the reality of supply-demand imbalance, the gross margin levels of photovoltaics, lithium batteries, and wind power are at historically low levels, but the dawn has already appeared.
Selected announcement | Yum China's net income in the third quarter increased by 22% year-on-year; Yuexiu Property's sales in October increased by about 47%.
Ronshinechina: Sales in October were 0.659 billion yuan, a decrease of 61.12% year-on-year; Agile Group: Contract sales in October were 1.39 billion yuan, a decrease of about 60% year-on-year.
Chinese Solar Firms, Ever-nimble, Go Further Afield Where US Tariffs Don't Reach
Photovoltaic industry third quarter report inventory: which companies are ahead of the industry's "recovery"? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.
①AT&S, GCL System Integration Technology, jinkosolar, and Hengdian Group DMEGC Magnetics continued to have positive net income in the first three quarters, with JA Solar Technology achieving a net income of 0.39 billion yuan in Q3, significantly exceeding market expectations; ② The losses in the polysilicon and silicon wafer segments continue, and many leading companies face the risk of their first annual performance loss after going public; ③ Leading companies suggest industry consolidation by raising technical and quality standards to achieve industry self-regulation.
bj energy intl (00686.HK) subsidiary enters into EPC contract
On October 31, Gelunhui announced that on October 31, 2024, BJ Energy Intl (00686.HK) signed an EPC contract with Heilongjiang Energy Construction (as the contractor) on behalf of Baoshan Tengchong (a subsidiary of the company). According to the EPC contract, Heilongjiang Energy Construction will provide EPC services to Baoshan Tengchong to build the EPC project. The contract price under the EPC contract is approximately 230 million yuan (tax inclusive). The EPC project refers to a distributed photovoltaic power generation project located in Baoshan City, Yunnan Province, China, with a total planned capacity of 60 megawatts. The group has accelerated the expansion of clean energy.
No Data
No Data