Henan Yicheng New Energy lists its subsidiary for sale, with liabilities exceeding 0.2 billion and receivables likely difficult to recover | Quick read announcement

① Henan Yicheng New Energy transferred 100% of its shares in Hengrui. Previously, Pingmei Longji had been "relieved of burden" by the listed company; ② Due to significant losses in the Solar Cells business of Pingmei Longji and other reasons, Henan Yicheng New Energy expects a net loss attributable to the parent company of 0.6 billion to -0.7 billion yuan in 2024.

cls.cnFeb 28 10:44 ET

Photovoltaic silver paste companies are generally under pressure. Wuxi Dk Electronic Materials Co., Ltd. will increase revenue but not profit in 2024 | Interpretations

① Despite revenue growth and increased sales of main products last year, Wuxi Dk Electronic Materials Co., Ltd.'s Net income and gross margin still declined year-on-year; ② The company has laid out on technologies such as photovoltaic N-type TOPCon, HJT, BC, and perovskite stacks, investing heavily in research and development expenses; ③ The profitability of the three major Silver paste companies has declined, facing adverse situations including rising costs, intense competition in the photovoltaic Industry Chain, and pressure for technological upgrades.

cls.cnFeb 27 18:14 ET

Multiple manufacturers have collectively launched new AIPC products, and the PC Industry Chain is expected to continue benefiting.

① Lenovo will launch the YOGA 2025 series new products on February 25, and Xiaomi will release the Redmi Book Pro 16 2025 on February 27, positioned as a "professional office notebook for the AI era." ② GTJA's Shu Di believes that with the explosive demand for higher specification local model deployment, AIPC shipments are expected to grow rapidly, driving the overall PC industry toward a mid-to-high-end upgrade.

cls.cnFeb 24 19:08 ET

Competition in the downstream photovoltaic Battery sector intensifies, with Juhe Materials seeing an increase in revenue but not in profit in 2024.

① Juhe Materials reported a net loss of 2.1746 million yuan in the fourth quarter of 2024, a year-on-year decrease of 269.98% and a quarter-on-quarter decrease of about 101.78%. ② Juhe Materials announced the postponement of fundraising projects in January.

cls.cnFeb 24 10:48 ET

JA Solar Technology plans to list in Hong Kong, and the photovoltaic Sector "A+H" lineup is expected to expand | Quick read announcement.

① It is analyzed that, under the pressure of temporary supply and demand imbalance, the domestic capacity expansion of photovoltaic enterprises has significantly slowed down, but the competition for overseas markets remains intense; ② With stable growth market expectations, leading enterprises may shift their capacity construction focus to overseas markets to enhance market share, but this also leads to strong capital demand.

cls.cnFeb 21 09:25 ET

TCL has entered the Olympic "TOP Program."

Provide key support for TCL to build a world-class brand.

wallstreetcnFeb 21 09:13 ET