Shichuang Energy: Actively promoting mass production of stacked grid technology, cooperation with Tongwei Co., Ltd is ongoing | Direct report on the Earnings Conference.

① The company chairman stated that the stacked cell components can effectively solve the shading problem on the surface of the Battery, thereby improving efficiency, and can also significantly reduce Silver consumption and lower costs, representing another major innovation for the company in cost reduction and efficiency enhancement; ② The company has applied for a patent regarding the use of edge materials, and the application of half-cell technology is more effective for Batteries with higher efficiency.

cls.cnDec 11 06:26 ET

Accelerate the layout of overseas localized production, Haiyou New Materials plans to establish a subsidiary in the USA to produce photovoltaic packaging adhesive films.

① Haiyou New Materials is accelerating its Global Strategy in the overseas market, actively expanding into the USA, Turkey, India, and other overseas markets; the company's overseas revenue accounted for 2.28% in the 2024 mid-term report. ② Haiyou New Materials stated that the competitive landscape in the photovoltaic film segmentation market has recently become more severe, with prices of the film raw materials EVA and POE Resin declining, but the effects of adjustments on the supply side of the film are also becoming more evident.

cls.cnDec 10 07:39 ET

A significant bullish announcement is coming! Which directions might be the core of capital's attention?

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cls.cnDec 9 20:24 ET

Debang Technology: Several chip-level packaging materials have been introduced in large quantities, and it is expected that the domestic production rate of Semiconductor materials will steadily increase this year | Direct coverage of the Earnings Conferen

① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.

cls.cnDec 9 08:29 ET

Daqian Energy: Q4 production is expected to reach a maximum of 0.034 million tons, taking measures to reduce energy consumption and lower costs to improve efficiency | Directly hitting the earnings conference.

① On the operational planning aspect, its vice director Xu Xiang stated, "The company will continue to optimize parameters and processes for key energy-consuming segments and critical devices, and adjust the procurement indicators and standards for raw and auxiliary materials to achieve the continuous increase in the proportion of N-type silicon materials, enhance the single furnace output, and reduce energy consumption." ② In the third quarter, Daqiang Energy's production of N-type polysilicon was 0.033 million tons, accounting for 75.1% of the total production during the period.

cls.cnDec 9 04:39 ET

Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.

Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."

cls.cnDec 8 19:04 ET