Shenzhen S.C New Energy Technology Corporation Stock Forum

Shenzhen S.C New Energy Technology, despite lower ROCE, shows promise due to expanding sales and investments in operations. Long-term investors have achieved a 225% return in the past five years.

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...