No Data
Tongwei Co.,Ltd (600438.SH): The company's current high-purity crystalline silicon production technology has been upgraded to the eighth generation "Yongxiang method."
On December 19, Gelonghui reported that Tongwei Co., Ltd (600438.SH) mentioned on the interactive platform that as a leading enterprise in the Global photovoltaic industry high-purity crystalline silicon sector, the company is a national-level enterprise technology center, highly focuses on the technological development related to the photovoltaic industry, and has a professional team that continuously and deeply tracks and analyzes, in order to maintain the company's strong technical competitive advantage. The company's current high-purity crystalline silicon production technology has been upgraded to the eighth generation 'Yongxiang Method', possessing leading industry competitive advantages in terms of single project scale, various production energy consumption, and product quality cost advantages.
Minsheng Securities: The production capacity of the photovoltaic Industry is expected to accelerate clearance. Bullish on the industry's profitability continuing to recover.
Minsight Securities released a Research Report stating that since the second half of 2024, policies have explicitly shifted direction, and the Industry is expected to accelerate the pace of supply clearance through price limits, production limits, and energy consumption control policies.
Tongwei Co.,Ltd (600438.SH): The high-purity crystalline silicon products for the Semiconductors industry have been validated by some overseas customers, achieving export supply.
On December 18, Gelonghui reported that Tongwei Co., Ltd (600438.SH) stated on the interactive platform that in recent years, the quality and cost of the company's high-purity polysilicon products continue to lead the Industry. Currently, the company's high-purity polysilicon products for the Semiconductors Industry have been verified by some overseas customers, achieving export supply; and the domestic customer verification process is also being promoted simultaneously. However, due to the characteristics of the Semiconductors Industry, it is expected that the customer verification cycle will be relatively long. Currently, the overall supply scale of the company is relatively small and does not significantly impact the company's Operation performance.
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).
102884128 : getting disappointed with this counter. every day drop.