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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.
ATIS (688472.SH): Currently, both photovoltaic power inverters and energy storage PCS products have been mass-produced.
Great Wall News on October 8th, Athos (688472.SH) recent investor relations activity record shows that the company's electrical utilities electronic business unit is a digital energy provider based on photovoltaic power inverters and energy storage PCS business, conducting technical research and development and manufacturing of photovoltaic power inverters and energy storage PCS equipment, focusing on creating system integration, service integration, maintenance asia vets digital energy solutions. Currently, photovoltaic power inverters and energy storage PCS products have been mass-produced, which has solidified the company's leading position in the field of integrated photovoltaic and energy storage solutions.
Ates (688472.SH): Currently, the company's investment pace has slowed down, and annual capital expenditures will be controlled within a reasonable range.
On October 8, AT&S (688472.SH) recent investor relations activity record table shows that currently the company's investment pace has slowed down, and the annual capital expenditure will be controlled within a reasonable range.
Ates (688472.SH): Ates usa 5GW component factory is expected to be put into production by the end of 2023, with full production expected in the first half of 2025.
Gelonghui October 8th, A recent investor relations activity record of Atesu (688472.SH) shows that Atesu's 5GW component factory in the usa is expected to start production at the end of 2023 and reach full production in the first half of 2025. According to relevant policies, it can enjoy IRA subsidies.
Ates (688472.SH): In 2024, the company's large amount of energy storage project reserves and the order backlog entered the harvest period.
On October 8, Gelonghui announced that Ates (688472.SH) recently disclosed the records of investor relations activities, showing that the development of the company's large-scale energy storage business has gone through a long period of hard work and accumulation. Many years ago, the company established an energy storage team overseas, successfully delivered approximately 900MWh projects in 2021, and introduced the self-developed energy storage system product Solbank in 2022. By 2024, a large number of energy storage projects and existing contract orders are entering the harvest period, with energy storage sales reaching 2.6GWh in the first half of the year, a year-on-year increase of 3309%. The full-year shipment forecast for 2024 is revised upward to 6.5-7.
Astronergy (688472.SH): It is expected that the global component shipment volume in the third quarter will be 9.0-9.5GW, continuing to maintain growth.
Global Energy10月8日丨Ates (688472.SH) recently disclosed its investor relations activity record, indicating that the company, guided by the principle of "profit first", proactively adjusted its sales strategy to seek high stock price orders while maintaining a certain market share in order to meet profit requirements. In the first half of this year, the company achieved component shipments of 14.5GW, a slight increase compared to the same period last year. Among them, 6.3GW was shipped in the first quarter and 8.2GW in the second quarter, a 30.2% increase quarter on quarter. The performance in the highly profitable North American market was outstanding, with shipments in the first half of the year accounting for over 25%. It is expected that the global component shipments in the third quarter will be 9.0.
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