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

Tongwei Co.,Ltd had a net loss of up to 7.5 billion last year, and Liu Hanyuan faced the "first loss in 42 years of entrepreneurship" | Interpretations

① The company's Q4 loss amounts to 3.027 billion-3.527 billion yuan, marking five consecutive quarters of Net income losses since the fourth quarter of 2023; ② After two silicon material companies announced the gradual initiation of phased production reductions and maintenance on their high-purity polysilicon production lines, polysilicon prices have risen for several consecutive weeks, and the Industry prices are expected to recover to reasonable levels.

cls.cnJan 17 10:27 ET

Beijing Qianjing Landscape continues to incur losses after diversifying into photovoltaic sectors, with subsidiary performance commitments not met for two consecutive years | Interpretations

① The company anticipates achieving a net income attributable to shareholders of the listed company of -0.1 billion yuan to -50 million yuan in 2024. ② The target company has seen its performance commitments fail for two consecutive years, the current cyclical impact on photovoltaics is still ongoing, and it remains difficult to determine a turning point in the short term.

cls.cnJan 17 09:45 ET

Hoyuan Green Energy forecasts its first loss for the 2024 annual report and plans to sell silicon material assets to 'weather the winter' | Interpretations

① The company expects to incur losses in 2024, with the loss amounting to between 2.5 billion and 2.7 billion yuan, and the loss in Q4 ranging from 0.87 billion to -1.07 billion yuan, which is an increase compared to Q3; ② The reduction in Global Strategy has also become an important means to reduce losses, and the company plans to sell its silicon material Assets to minimize subsequent losses.

cls.cnJan 17 07:51 ET

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 16 19:20 ET

The demand for specialized Chemicals for PCBs is increasing, and Sanfu Xinke is expected to narrow its losses by 60% in 2024.

① Since the beginning of 2024, benefiting from the recovery of the downstream Consumer Electronics Industry, the company's main Business revenue from PCB Chemicals has seen rapid growth; ② Sanfu Xinke believes that it is currently in a critical period of rapid development and breakthrough for anode current collectors, and it is expected to enter the scale and industrialization stage in 2025.

cls.cnJan 16 18:45 ET