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Caixin Securities: Energy Bureau reiterates reasonable guidance for capacity expansion. In June, prices in the photovoltaic industry chain remained low.
Currently, the photovoltaic industry still maintains a fierce competitive situation. After the large-scale expansion of the industry in 2023, the short-term trend of optimizing and clearing the production capacity of the photovoltaic industry has not changed. There is great profit pressure on various links of the main industry chain.
Manchester (301325.SZ): The company already has mature flat coating system products in the field of semiconductors.
On July 5th, Gelonghui investors asked Manensite (301325.SZ) on the investor interaction platform, "How do the company's calcium titanium oxide products compare with Dehua coating in terms of performance and production?" The company replied that as a technology-oriented enterprise deeply engaged in coating technology research and application, after long-term exploration and accumulation in materials science, process technology, and equipment capabilities, the company has independently developed high-precision coating, high-precision pumping, and auxiliary crystallization technologies. The company has relatively mature flat coating system products in the field of pan-semiconductors. In the field of calcium titanium oxide solar energy, the company's products cover GW, pilot, and experimental single
Manensite (301325.SZ): Hunan Ancheng is a service provider that offers integrated energy storage solutions.
On July 5th, Gelonhui reported that an investor asked Manchester (301325.SZ) on the investor interaction platform, "How much is the current production capacity of your company's Ancheng new energy lithium battery? Are there any plans for expansion in the future?" The company replied that its subsidiary, Hunan Ancheng, is a service provider that provides integrated energy storage solutions, and its production capacity planning can meet downstream customer order demands, and will dynamically adjust according to changes in industry demand in the future.
Manchester (301325.SZ): Currently operating in good condition, with production capacity utilization at a reasonable level.
On July 5th, Gelunhui received a question from an investor on the investor interaction platform asking, "How is the utilization rate of your company's production capacity in the second quarter?" The company replied that the current operation is good, and the utilization rate of production capacity is at a reasonable level. Please refer to the information disclosed by the company for specific details.
Shenzhen Manst Technology Co., Ltd. (SZSE:301325) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
With its stock down 23% over the past month, it is easy to disregard Shenzhen Manst Technology (SZSE:301325). However, stock prices are usually driven by a company's financial performance over the l
Manchester (301325.SZ): now has a physical sample machine with the longest coating width of 2.4m, with the ability to carry out experimental testing and large-scale production in a large area.
On June 12th, GeLongHui reported that Manchester (301325.SZ) stated on the investor interaction platform that China's photovoltaic industry is developing rapidly under the global climate change and 'carbon neutrality' goals. In the future, the development space of new photovoltaic technologies mainly based on perovskite materials will gradually expand. The company now has a physical prototype with a coating width of up to 2.4m and has the ability to conduct experimental testing and large-scale production on a large area. With the smooth progress of the perovskite industry, flat coating system products are expected to become the company's new profit growth point.
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