Longi green energy technology and Tongwei co.,ltd postponed their mid-term reports. The five leading photovoltaic companies will submit their reports tomorrow evening.
① Two leading photovoltaic companies announced on the same day that the interim report disclosure was postponed by one day. Tomorrow night, the top five leading photovoltaic companies will release their interim reports at the same time. ② The continuous decline in prices of main products in the first half of the year raises the biggest suspense as to whether Trina Solar Co., Ltd. and Jinkosolar can sustain profitability.
Suzhou Maxwell Technologies' revenue increased by nearly 70% in the first half of the year, but there is now a "hidden concern" as the inventory book value exceeds 10 billion yuan. | Interpretation of financial statements
① The leading company in heterojunction devices saw both revenue and net income increase in the first half of the year, but the inventory's book value reached 10.983 billion yuan, accounting for 45.14% of the total assets for the period; ② With a high inventory scale, it is a common situation among many photovoltaic equipment manufacturers, and the risk of inventory backlog or price decline may have adverse effects on the company's operations and performance.
TCL Zhonghuan Renewable Energy Technology, the leading company in silicon wafer production, reported a loss of over 3 billion yuan in the first half of the year. The departure of key personnel and a reduction in silicon wafer production rate were the main
①The leading silicon wafer manufacturer had a net loss of 3.064 billion yuan in the first half of the year, with a loss of 2.184 billion yuan in Q2. ②The company's inventory impairment loss affected the total profit by -1.109 billion yuan, further dragging down the business performance of the battery module business. ③This month, Shen Haoping, who has served as CEO for many years, stepped down from his position, and the silicon wafer capacity utilization rate of the company was subsequently reduced, and the load of the central ring began to decrease.
Component prices have greatly decreased. In the first half of the year, Ates's revenue and net profit both declined, while energy storage sales volume increased by 3309% YoY.
① ATES has lowered its annual component shipment forecast to 32-36GW and raised its annual large-scale storage shipment forecast to 6.5-7.0GWh, with a year-on-year growth of over 500%. In 2024, the company's controlling shareholder, ATES Group, is expected to achieve a revenue of $6.5-7.5 billion. ② ATES has experienced rapid growth in the US market, with the US battery factory expected to be operational by 2025.
Did the high stock price fail to save the decline in performance? Han's Laser Technology Industry Group's net income for Q2 has continued to fall for three consecutive years | Interpretations
1. Han's Laser Technology Industry Group's H1 net income increased significantly, with the sale of subsidiaries being the biggest contributor. 2. Han's Laser Technology Industry Group's Q2 net income has declined for three consecutive years, and its profitability has declined significantly. 3. Revenue from new projects in semiconductors and new energy funds of the company has declined.
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TCL Zhonghuan Renewable Energy Technology's expedition to the Middle East.
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Beishui Jiacang Meituan HK $700 million, increasing its position in Tencent for the second day in a row; Nanshui bought shares in Shaanxi Coal Industry and Longji
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JA Solar to Free Up 7.6% Stake for Trading
Roboteko: Cinda Securities, Bank of Communications Schroeder and other eight institutions investigated our company on November 23.
On November 24th, 2021, Robert Tech (300757) issued a notice that: Cinda Securities Chen Lei Wuhao, BoCom Schroeder Sun Xiangrui, Northeast Securities Wang Zhe Yu, Shanghai Investment Morgan Fund Chen Qianyi, Oriental Securities Yang Zhen, Yongwin Fund Shen Pinghong, CITIC Construction Cui Yifan, Hanju assets Wang Yi investigated our company on November 23, 2021. The main content of this survey: Q: please tell us about the development process and business philosophy of your company. A: it has been 10 years since its founding. To sum up, it has gone through three stages, each of which has a far-reaching impact on the company.
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