Shichuang Energy plans to raise 0.285 billion yuan through private placement to build a 1GW cascaded component project annually, promoting the industrialization process.

1. 0.2 billion yuan will be used for the annual production of 1GW shingled module manufacturing project, with a planned construction period of 9 months, and 85 million yuan will be used to supplement working capital. 2. The company's half-cut N-type TOPCon battery production line was put into operation in the first half of 2024. The shingled technology used in this fundraising project can be well matched with the double-POLO technology of TOPCon batteries.

cls.cnSep 25 09:41 ET

Star Evening News | Wuxi Autowell Technology Co., Ltd., a subsidiary of wuxi autowell technology co., ltd., has signed a 0.9 billion yuan contract for photovoltaic equipment. The IPO registration of Think Tech on the Star market has taken effect.

Contemporary Amperex Technology plans to adjust the production arrangement of lithium carbonate in Yichun; Qianxin Holdings shareholder has promised not to reduce its shareholding within 6 months; Zhejiang Orient Gene Biotech and its related parties jointly invest 1.2 million US dollars to establish a holding company in the Philippines.

cls.cnSep 11 08:54 ET

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.

cls.cnSep 4 20:08 ET

Longi Green Energy Technology: It is expected that the price of silicon wafers has reached its lowest point and will only increase in the future, not decrease. | Live coverage of the earnings conference

①Longi green energy technology releases confidence to investors. Considering the current situation in the industry where cash costs are generally in a loss, the price of silicon wafers will only rise, not decrease. ②However, the management believes that all links currently face ongoing operational pressure, and the timing of price adjustments remains unclear.

cls.cnSep 2 03:30 ET

Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.

① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.

cls.cnAug 31 04:26 ET

Component quantity increased and prices decreased. Trina Solar Co., Ltd. saw a decline in revenue and net profit in the first half of the year, with inventory value exceeding 30 billion yuan.

①In the first half of the year, the company's module shipments were 34GW, a year-on-year increase of over 25%; correspondingly, module revenue was 30.057 billion yuan, a year-on-year decrease of 11.52%. During the reporting period, the company recorded inventory impairment losses and impairment losses on contract performance costs of 0.502 billion yuan; ②The company's Indonesia base (1GW batteries, 1GW modules) and usa base (5GW modules) are expected to be put into operation in the second half of 2024.

cls.cnAug 30 21:45 ET