The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations
On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.
2.28 billion "integrated project" has failed. Ningbo Bohui Chemical Technology: cost of goods sold has significantly increased, and a loss is expected in 2024 | Quick announcement.
① Eleven months after signing the investment cooperation agreement, the integrated project for 1.6 million tons/year of New Materials and high-end Chemicals, in collaboration with the Ningbo Economic Development Committee, has been canceled; ② Ningbo Bohui Chemical Technology stated that due to significant changes in the current internal and external environment, there is considerable uncertainty in the continued implementation of the integrated project; ③ In 2024, Ningbo Bohui Chemical Technology expects a loss of 0.235 billion yuan to 0.411 billion yuan, and the total tax amount to be supplemented by the company is 0.48 billion yuan.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
Another 20 companies added this week! Zhejiang Huayou Cobalt and several other stocks have disclosed shareholding repurchase and loan plans, a list of related A-shares is provided.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 20 listed companies have disclosed information regarding share repurchase and increased shareholding related to re-loaning this week (attached table); ② Zhejiang Huayou Cobalt has the highest amount of special loan funds, with a loan of 0.36 billion yuan.
First loss since going public, Cybrid Technologies Inc.: Actively expanding overseas Business with higher margins and innovative products | Interpretations
① According to the performance forecast, Cybrid Technologies Inc. may experience its first loss since going public in 2024, which company personnel attribute to competition within the photovoltaic Industry. ② According to the announcement, the sales prices of Cybrid Technologies Inc.'s two main products - photovoltaic encapsulants and photovoltaic backsheets - both saw a decline last year. ③ The personnel indicated that the company achieved growth in non-photovoltaic Sectors last year and is also expanding into higher-margin overseas Businesses and innovative products.
Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.
① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.
101843152 : it crashed