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Another meeting today! Leading the photovoltaic industry to discuss pricing mechanisms. The upstream has stabilized, but the downtrend of components has not stopped.
①China Photovoltaic Industry Association held a symposium to prevent industry vicious competition and early resolve overcapacity; ②Such meetings have been held many times, but the effectiveness is good. At present, the decline in component prices has not stopped, and the industry expects more specific production reduction plans.
Tongwei Co., Ltd (600438.SH): It is expected that the company's overseas component business will continue to thrive in the coming years.
Gelonghui October 10th | Tongwei Co., Ltd. (600438.SH) stated during a specific survey that although the company's large-scale layout of components is relatively late compared to traditional integrated component manufacturers, in the past two years, the company's component shipments have significantly outperformed the industry average. In 2023, Tongwei Co., Ltd.'s component shipments entered the global top five for the first time, achieving a total component sales volume of 31.11GW, a year-on-year increase of 292.08%. This year, Tongwei has continued to maintain high-speed growth in the component business, achieving component sales of 18.67GW, a year-on-year increase of 108.36%. Building on its existing market foundation, the company...
Tongwei Co., Ltd. (600438.SH): Some of the company's previous technical transformation production lines are still in the debugging and ramp-up stage.
Gelonghui October 10th | Tongwei Co.,Ltd(600438.SH) stated during a specific research with certain parties that some of the company's early-stage technological transformation production lines are still in the debugging and ramping up stage. In addition, the overall operating rate of the battery segment in September remained relatively high, and the production and sales situation were relatively stable.
tongwei co.,ltd (600438.SH): As of the end of August, the average power of the company's HJT modules has reached 744.3W (210-66 type).
Gelonghui October 10th | Tongwei Co., Ltd (600438.SH) stated during a specific research session that as of the end of August, the average power of the company's HJT components batch has reached 744.3W (210-66 type), and the maximum power of a single component has reached 748.1W (210-66 type). The average A-grade rate of the pilot line can reach 99% per week, and all indicators have achieved the company's phased goals. In the later stage, the company will continue to carry out related R&D work around the established cost reduction and efficiency improvement strategy. In terms of mass production planning, the company will combine its own global strategy development needs and dynamic evaluations of the prospects of new technology markets, ultimately.
tongwei co.,ltd (600438.SH) has repurchased a cumulative proportion of 2.25%, costing 2 billion yuan.
tongwei co.,ltd (600438.SH) announcement, as of September 30, 2024, the company traded on the Shanghai Stock Exchange...
tongwei co.,ltd (600438.SH): Tongwei Group has cumulatively increased its shareholding in the company by 1.06%.
Gelonghui October 8th, Tongwei Co., Ltd. (600438.SH) announced that from February 1, 2024 to October 8, 2024, Tongwei Group has increased its shareholding in the company through the Shanghai Stock Exchange trading system by centralized competitive bidding in the secondary market, accumulating 47,924,372 shares, accounting for 1.06% of the total shares of the company.