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Shichuang Energy: Actively promoting mass production of stacked grid technology, cooperation with Tongwei Co., Ltd is ongoing | Direct report on the Earnings Conference.
① The company chairman stated that the stacked cell components can effectively solve the shading problem on the surface of the Battery, thereby improving efficiency, and can also significantly reduce Silver consumption and lower costs, representing another major innovation for the company in cost reduction and efficiency enhancement; ② The company has applied for a patent regarding the use of edge materials, and the application of half-cell technology is more effective for Batteries with higher efficiency.
Soochow Securities: The turning point for photovoltaic supply has arrived by 2025, with breakthroughs in mass production of new technologies.
The supply side of photovoltaics is accelerating in clearing and optimization, and the Ministry of Industry and Information Technology has noticeably tightened regulations on energy and water consumption for new production capacity, potentially using energy consumption control as a means to further curb existing output.
Tongwei Co., Ltd (600438.SH): A total of 2.2515% of the company's shares have been repurchased.
On December 3rd, Gelonghui reported that tongwei co.,ltd (600438.SH) announced that as of November 30, 2024, the company had repurchased a total of 101,360,012 shares through the shanghai securities exchange trading system using a centralized bidding method, accounting for 2.2515% of the company's current total share capital of 4,501,983,851 shares. The highest repurchase price was 22.94 yuan/share, the lowest price was 17.43 yuan/share, and the total transaction amount was 2,001,014,959.13 yuan (excluding transaction commissions and other trading fees).
Those Who Invested in TongweiLtd (SHSE:600438) Five Years Ago Are up 132%
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.
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102884128 : getting disappointed with this counter. every day drop.