No Data
HAITONG SEC: The rising trend of distributed photovoltaic components has been established, and the Ministry of Industry and Information Technology emphasizes resolving the contradiction in production capacity.
The price of the distributed project components has been raised, and the impact of the 531 rush installation is beginning to be evident.
Huachuang Securities: The new prices of Photovoltaic Glass are expected to increase, and the recognition of BC products continues to improve.
According to SMM's forecast, the component shipment in March is expected to exceed 50GW. The inventory of Photovoltaic Glass is anticipated to further decline, with expectations of rising new contract prices, which is likely to boost profit recovery.
Tongwei Co., Ltd. has launched a new "granular silicon" production project, which it refers to as an independent technological pathway.
① Tongwei Co.,Ltd has made its first move into "granular silicon," adding a new set of silane method production pilot devices for granular silicon, which can achieve an additional granular silicon production capacity of 0.01 million tons per year; ② The photovoltaic Industry is currently still at the bottom of the cycle, and for Polysilicon companies, there remains intense pressure to reduce costs.
The 5 billion yuan acquisition plan ultimately fell through as Tongwei Co.,Ltd terminated the merger with Runyang Co. Why is the merger and restructuring in the photovoltaic Industry "loud thunder but little rain"?
① With rumors of overseas factories halting production and the patent litigation dispute with Trina Solar Co., Ltd., Runyang Co., Ltd.'s advantageous Polysilicon production capacity is far from sufficient to support this transaction of up to 5 billion yuan; ② Analysts believe that mergers and acquisitions are considered an effective way to address internal competition, but the generally high debt-to-asset ratio of photovoltaic companies makes mergers and acquisitions challenging.
Express News | Tongwei Says Scraps Plan to Boost Capital in Jiangsu Runergy New Energy Technology
Tongwei Co.,Ltd (600438.SH): Tongwei Group collectively increased its shareholding by 1.39%.
Gelonghui, February 5th丨Tongwei Co.,Ltd (600438.SH) announced that as of January 31, 2025, Tongwei Group has cumulatively increased its shareholding in the company by 62,511,972 shares through the methods allowed by the Shanghai Stock Exchange trading system, accounting for 1.39% of the total share capital of the company, with a total increase amount of 1,299.2666 million yuan. This shareholding plan has been completed.
102884128 : getting disappointed with this counter. every day drop.