No Data
The Ministry of Industry and Information Technology guides photovoltaic enterprises to reduce capacity expansion; institutions indicate that the industry clearing shows initial signs.
①The Ministry of Industry and Information Technology has revised the "Normative Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Announcement and Management of Normative Conditions for the Photovoltaic Manufacturing Industry". It guides local areas to rationally layout photovoltaic manufacturing projects based on resource endowment and industrial foundation, and encourages intensive and clustered development. ②Last week, more than 20 silicon wafer companies held another industry self-discipline meeting online, aiming to coordinate production reduction and improve the current market environment.
Research reports dig deep | Changjiang Securities: Tongwei Co.,Ltd. significantly reduced losses in Q3, maintaining industry-leading costs, and solidifying its leading position.
CICC research reports pointed out that tongwei co.,ltd (600438.SH) had a Q3 net profit attributable to the parent of -0.844 billion yuan, a year-on-year decrease of 127.84%, a sequential decrease in losses. Looking at Q3 in detail, the Company's silicone material Baoshan project has completed the ramp-up, the total shipment volume of silica material has further increased, costs have been greatly optimized due to the decrease in electricity prices during the abundant water period, the industrial silicon price reduction, and the completion of capacity ramp-up in yunnan. In terms of batteries, the shipment volume in Q3 has further increased compared to the previous period, overall losses were affected by the perc and large size ramp-up drag. The scale of component shipments remained basically flat compared to the previous period, with operating income slightly in the red. The profit contribution of agricultural and animal husbandry power stations is relatively stable.
tongwei co.,ltd (600438.SH) has spent 2.001 billion yuan to repurchase 2.25% of the shares.
Tongwei Co.,Ltd (600438.SH) announced that, as of October 31, 2024, the company has obtained the Shanghai Securities and Exchange Commission certification...
Tongwei Co.,Ltd (SHSE:600438) Just Reported And Analysts Have Been Lifting Their Price Targets
Everbright Securities: In 2025, the dawn of wind power and photovoltaics is emerging, and it is expected that the prosperity of energy storage and the grid will remain strong.
In 2024-2025, the certainty of the growth rate of the power grid sector is stronger, it can be used as a core sector for allocation, and the sector's performance growth can be gradually realized.
Tongwei Co., Ltd.: Report of Tongwei Co., Ltd. for the third quarter of 2024
No Data
No Data
102884128 : getting disappointed with this counter. every day drop.