Regera Life once again takes action on China Longyuan Power's H shares, making it the 12th time this year that insurance funds have disclosed holdings in listed companies, reaching a nearly 4-year high in frequency.
①The source of the stakeholding funds is from own funds account, universal and bonus account insurance liability reserve; ②As of November 1st, insurance companies have conducted a total of 12 stakeholdings this year, holding stakes in 11 listed companies; ③Insurance companies frequently hold stakes, which is related to the adjustment of investment strategies by insurance assets under the background of new accounting standards.
Intensified competition on the supply side, shuangliang eco-energy systems, the new star of silicon wafers, suffered a loss of over 1 billion yuan in the first half of the year. | Interpretations of financial reports
①Shuangliang Eco-energy Systems reported a net loss of over 1.2 billion yuan in the first half of the year, with a loss of 0.963 billion yuan in the second quarter, marking the largest quarterly loss in nearly five years. ②The company's asset-liability ratio has reached 81.5%, indicating significant debt repayment pressure. ③The current silicon wafer price is in a fierce game, and in the medium to long term, the supply-demand pattern of silicon wafers is clearly improving, which will provide some support for this round of price increases.
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