Reverse again? JA Solar Technology reported a loss of over 4 billion yuan in Q4, with asset impairment becoming the performance "killer" | Interpretations

① The company achieved a Net income of approximately 0.39 billion yuan in Q3 last year, significantly exceeding market expectations; however, by Q4, its quarterly losses ranged from 4.02 billion yuan to -4.72 billion yuan; ② The increase in component shipment volume did not result in profit growth under the extreme Low Stock Price impact in the Industry Chain.

cls.cnJan 23 08:39 ET

Tongwei Co.,Ltd had a net loss of up to 7.5 billion last year, and Liu Hanyuan faced the "first loss in 42 years of entrepreneurship" | Interpretations

① The company's Q4 loss amounts to 3.027 billion-3.527 billion yuan, marking five consecutive quarters of Net income losses since the fourth quarter of 2023; ② After two silicon material companies announced the gradual initiation of phased production reductions and maintenance on their high-purity polysilicon production lines, polysilicon prices have risen for several consecutive weeks, and the Industry prices are expected to recover to reasonable levels.

cls.cnJan 17 10:27 ET

Beijing Qianjing Landscape continues to incur losses after diversifying into photovoltaic sectors, with subsidiary performance commitments not met for two consecutive years | Interpretations

① The company anticipates achieving a net income attributable to shareholders of the listed company of -0.1 billion yuan to -50 million yuan in 2024. ② The target company has seen its performance commitments fail for two consecutive years, the current cyclical impact on photovoltaics is still ongoing, and it remains difficult to determine a turning point in the short term.

cls.cnJan 17 09:45 ET

The demand for specialized Chemicals for PCBs is increasing, and Sanfu Xinke is expected to narrow its losses by 60% in 2024.

① Since the beginning of 2024, benefiting from the recovery of the downstream Consumer Electronics Industry, the company's main Business revenue from PCB Chemicals has seen rapid growth; ② Sanfu Xinke believes that it is currently in a critical period of rapid development and breakthrough for anode current collectors, and it is expected to enter the scale and industrialization stage in 2025.

cls.cnJan 16 18:45 ET

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.

cls.cnJan 16 09:11 ET

Significant fluctuations: LONGi Green Energy Technology expects a loss of over 8 billion yuan last year, and the company's BC production capacity will be ramped up this year | Interpretations

① Considering the company's net income attributable for the first three quarters of -6.505 billion yuan, the company's Q4 loss is estimated to be between 1.695 billion yuan and -2.295 billion yuan; ② LONGi Green Energy Technology is the only company in the top tier of photovoltaic modules that actively promotes BC technology, and the company expects to enter a phase of large-scale BC production capacity deployment by 2025.

cls.cnJan 16 05:54 ET