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.
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New hope liuhe plans to transfer equity of multiple subsidiaries and equity investees to recover cash or exceed 1 billion yuan | Summary of the announcement.
① New hope liuhe intends to sell equity in multiple subsidiaries and affiliated companies; ② The actual controller of the company's trading counterpart is Liu Yonghao, who is the same actual controller as the listed company; ③ The total trade could bring back over 1 billion yuan in cash flow for the company.
The Ministry of Industry and Information Technology guides photovoltaic enterprises to reduce capacity expansion; institutions indicate that the industry clearing shows initial signs.
①The Ministry of Industry and Information Technology has revised the "Normative Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Announcement and Management of Normative Conditions for the Photovoltaic Manufacturing Industry". It guides local areas to rationally layout photovoltaic manufacturing projects based on resource endowment and industrial foundation, and encourages intensive and clustered development. ②Last week, more than 20 silicon wafer companies held another industry self-discipline meeting online, aiming to coordinate production reduction and improve the current market environment.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
Industry recovery and cost reduction efficiency improvement double blessings new hope liuhe debt ratio declined for two consecutive quarters | interpretations
①New Hope Liuhe achieved a net income of 0.153 billion yuan in the first three quarters, compared to a net loss of 3.858 billion yuan in the same period last year; ②The rebound of pork prices and cost reduction to increase efficiency are important factors in the company's performance improvement. The cost of fattening pigs in the company's mid-stream operation in October has dropped to 14.2 yuan/kg; ③The company's debt-to-asset ratio decreased to 70.85% as of the end of the third quarter, marking a continuous decline for two consecutive quarters.