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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.
Market Might Still Lack Some Conviction On Shanghai Aiko Solar Energy Co.,Ltd. (SHSE:600732) Even After 25% Share Price Boost
Research Reports on mining for opportunities丨Soochow: Maintains a "Shareholding" rating for Shanghai Aiko Solar Energy, expecting further cost reduction optimization by 2025.
Soochow's Research Reports indicate that Shanghai Aiko Solar Energy (600732.SH) is expected to have a net income loss of 4.75-5.85 billion yuan in 2024, with a non-recurring net income loss of 4.75-5.75 billion yuan. It is estimated that the company's ABC component shipments for Q4 2024 will be approximately 3.4-3.5 GW, showing significant growth compared to the previous quarter. The cost of ABC components continues to be optimized, with the non-silicon cost of Battery reduced to 0.22-0.23 yuan/w by the end of 2024, and further cost reductions are anticipated in 2025. The company's shipment target for ABC components in 2025 is 20 GW, and it is expected that Q1 shipments will continue to increase quarter-over-quarter, with ongoing improvements in profitability and cash flow. Considering
China Securities Co.,Ltd.: High power of BC components brings premium space, attention to the progress of cost reduction in mass production of leading enterprises.
When the cost of electricity is the same, there is a premium of about 7-18 cents/W under single-sided power generation scenarios and overseas high BOS cost scenarios.
Is Shanghai Aiko Solar EnergyLtd (SHSE:600732) A Risky Investment?
Shanghai Aiko Solar Energy Projects Fall to 2024 Loss
Is It Time To Consider Buying Shanghai Aiko Solar Energy Co.,Ltd. (SHSE:600732)?
