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Soochow: China Photovoltaic Equipment has significant advantages and is Bullish on new opportunities for equipment to go overseas.
Soochow Securities released a Research Report stating that domestic equipment manufacturers are closely bound to leading customers, continuously engaging in positive research and development, with technology far ahead. Additionally, labor costs in China are low, the supply system for equipment parts is well-established, and the equipment has a high cost-performance ratio, strong delivery capability, and fast after-sales response speed.
Ruiyuan Fund's quarterly report: Fu Pengbo and Zhu Lin increased their Stocks positions, Sunny Optical Technology (02382) is newly included in the top ten heavy positions.
Specifically, as of the end of the fourth quarter, the net asset value of the Ruifeng Growth Value Mixed A Fund managed by Fu Pengbo and Zhu Lin was 1.1952 yuan.
Sealand: Emerging Markets and capacity going abroad have become the core increments of the photovoltaic market, seizing the opportunities of technological iteration.
Sealand expects that by 2025, the growth rate of the photovoltaic Industry will continue to decline, with a Global growth estimate of +10%, and the Emerging Markets and capacity going overseas will be the core increments.
Suzhou Maxwell Technologies (SZSE:300751) Seems To Use Debt Quite Sensibly
Suzhou Maxwell Technologies (300751.SZ): The main competitors in the Semiconductors packaging Business are companies from Japan.
On December 24, Gelonghui reported that Suzhou Maxwell Technologies (300751.SZ) stated on the investor interaction platform that the company has achieved the localization of multiple equipment such as semiconductor wafer laser grooving, laser quality cutting, diamond wheel cutting, and grinding through continuous R&D efforts. This has resulted in industry-leading mass production levels, with the aforementioned equipment delivered to JCET Group Co., Ltd., Tianshui Huatian Technology, and other leading domestic packaging enterprises, achieving stable mass production. The company's competitors in the semiconductor packaging Business are Japanese companies.
Suzhou Maxwell Technologies (300751.SZ): In April this year, the company delivered a complete line of GW-level bifacial microcrystalline heterojunction high-efficiency Battery equipment to leading Global photovoltaic Battery and module enterprises.
Gelonghui reported on December 24 that Suzhou Maxwell Technologies (300751.SZ) stated on the investor interaction platform that the company promotes the launch of new technologies through continuous technological and product innovation. In April of this year, the company's brand new GW-level bifacial microcrystalline heterojunction high-efficiency Battery production line equipment was delivered to leading Global photovoltaic Battery and module companies, and the first Battery was successfully rolled off the production line in June. With the advancement of mass production ramp-up, it is expected to become the most advanced heterojunction production line in the Industry.
Is It Time To Consider Buying Suzhou Maxwell Technologies Co., Ltd. (SZSE:300751)?
