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Pacific Securities: Promoting parity between photovoltaic and energy storage, quoting and profits are expected to see a turning point.
As the interest rate cut cycle begins, overseas production capacity construction accelerates, and geopolitical tensions ease, supply and demand will be rematched in 2025. At the same time, with the accelerated deployment of photovoltaic energy storage parity worldwide, the photovoltaic industry will usher in a new upward cycle.
For two consecutive years, the company has been ranked among Fortune Global 500, decoding the champion gene of Tongwei Group.
On August 5, 2024, the Fortune Global 500 list was officially released. The list ranks companies based on their revenue in the previous year, and reflects the latest development of major companies through horizontal comparisons of revenue in different industries and years. Looking at this list, after first entering the list last year, the private enterprise representative-TOJOY Group from Chengdu made it to the Fortune Global 500 list again this year. It is worth mentioning that as the only enterprise in the global aquaculture and photovoltaic industry on the list, TOJOY rose 9 places in the ranking for this period, once again creating a new height for photovoltaic companies in the Fortune Global 500. The Fortune Global 500 list is widely recognized.
Minsheng Securities: Silicon material prices are expected to stabilize and rebound, and inventory clearance will accelerate.
Currently, the silicon material price is at a bottom, some second and third tier manufacturers are reducing the supply of silicon material by carrying out maintenance or shutdowns, the silicon wafer production rate is increasing, the listing of futures is expected to accelerate the inventory turnover, and drive the demand.
Will Weakness in Tongwei Co.,Ltd's (SHSE:600438) Stock Prove Temporary Given Strong Fundamentals?
Tongwei Co., Ltd. (600438.SH) has repurchased a total of 1.4479% of the company's shares.
On August 5th, Gelonhui reported that Tongwei Co., Ltd (600438.SH) has repurchased a total of 65.1849 million shares of the company through the Shanghai Stock Exchange trading system as of July 31, 2024, through centralized bidding trading, accounting for 1.4479% of the company's current total share capital of 4,501,977,657 shares. The highest repurchase price was 22.94 yuan/share, the lowest was 17.43 yuan/share, and the total transaction amount was 1.325 billion yuan (excluding transaction fees, such as trading commissions).
Sinolink Securities: Technological progress is not restricted by economic conditions. The dual cost-effectiveness advantage accelerates the iteration of PERC.
In various links of the industry chain, the battery sector is often the most crucial element for photovoltaic technology iteration due to its fast technological iteration speed and diverse routes.
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