Reverse again? JA Solar Technology reported a loss of over 4 billion yuan in Q4, with asset impairment becoming the performance "killer" | Interpretations

① The company achieved a Net income of approximately 0.39 billion yuan in Q3 last year, significantly exceeding market expectations; however, by Q4, its quarterly losses ranged from 4.02 billion yuan to -4.72 billion yuan; ② The increase in component shipment volume did not result in profit growth under the extreme Low Stock Price impact in the Industry Chain.

cls.cnJan 23 08:39 ET

Photovoltaic Glass supply exceeds demand, Flat Glass Group's net profit shrinks by over 1.6 billion yuan in 2024 | Interpretations

1. Flat Glass Group expects the net income attributable to shareholders in 2024 to decrease by 1.684 billion yuan to -1.822 billion yuan, a year-on-year reduction of 61%-66%; 2. The main reason for the decline in net income is the oversupply of Photovoltaic Glass in the second half of 2024, leading to a significant price drop; 3. Flat Glass Group experienced net income losses in both Q3 and Q4 of last year.

cls.cnJan 23 05:45 ET

Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.

On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.

cls.cnJan 22 19:06 ET

The overseas photovoltaic Brackets Business continues to grow, with Arctech Solar Holding expecting a net profit increase of over 80% in 2024.

① The company expects a Net income of 0.208 billion yuan in the fourth quarter of 2024, an increase of approximately 10.69% year-on-year and about 6.02% quarter-on-quarter. It stated that the strong demand for overseas photovoltaic ground power stations and the rise of Emerging Markets such as the Middle East and Latin America have driven the continuous growth of the company's overseas photovoltaic Brackets Business; ② As of December 31, 2024, the company has a total Order of approximately 4.65 billion yuan.

cls.cnJan 21 09:15 ET

The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations

On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.

cls.cnJan 21 08:06 ET

Jointo Energy Investment's non-recurring net profit increased by more than 50 times last year, with profits from the thermal power main business rising. | Interpretations

① Jointo Energy Investment expects that the net income attributable to the parent will increase nearly 1.8 times year-on-year in 2024; the net income after deducting non-recurring gains and losses is expected to increase by more than 55 times year-on-year; ② Regarding the reasons for the performance changes, Jointo Energy Investment stated that in 2024, the company will achieve an increase in power generation and heating volume year-on-year, while fuel costs will decrease year-on-year.

cls.cnJan 20 10:10 ET