The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.
① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.
Shandong pharmaceutical glass: October sales performance better than Q3 average level, current overall costs remain relatively stable | Direct hit earnings conference
①Regarding the situation in Q4, Zhang Jun, the General Manager of shandong pharmaceutical glass, stated that the declining business in Q3 has shown some improvement. According to the current situation, it is expected that Q4 will be better than Q3; ②In terms of costs, while the price of the main raw material caustic soda has decreased, energy prices have risen, resulting in overall costs remaining stable.
Share buyback shareholding loans quickly landed! ICBC, BOC, ABC, CMB, CITIC and other first batch of multiple banks announced progress. Some banks have already shown cooperation intentions with nearly a hundred listed companies.
1. As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, with 32 listed companies explicitly promised loans, covering multiple industries such as integrated circuits, transportation, high-end manufacturing, and business services; 2. The banks stated that they will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of stock increase stake & buyback and refinancing policies from illegally flowing into the stock market.
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1. In the second half of the consumer electronics industry entering the traditional peak season, Lens Technology achieved double growth in revenue and net income in the first three quarters. 2. This year, flagship phones will be intensively released in Q4, combined with AI applications to strengthen this round of replacement cycle, the industry chain prosperity is expected to continue to improve.
Orders are full! Fuyao Glass's net profit in the first three quarters is close to last year's full year. Capital expenditures have significantly accelerated | Interpretations of financial reports
① Fuyao Glass Chairman Cao Dewang stated that the company's orders this year are fully booked, and the net profit level in the first three quarters is close to that of the whole of last year; ② Multiple brokerage institutions predict that Fuyao Glass may achieve a net profit of around 7.2 billion yuan for the full year, a year-on-year growth of approximately 27.91%; ③ Analysts point out that Fuyao Glass' high profits come from economies of scale, high automation, vertical industry chain, and advantages in labor costs.
The annual cold repair scale of photovoltaic glass has exceeded 0.01 million tons per day, and glass prices are expected to bottom out and rebound.
① Multiple industry insiders have told reporters that the current cold repair scale of the entire industry exceeds 12,000 tons per day. ② According to research reports from CSC Securities, in the short term, with the upward production of Q3 components, the prices of some auxiliary materials such as film and glass may hit bottom and rebound.