Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax

① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.

cls.cnMar 24 10:38 ET

Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.

In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.

cls.cnMar 13 20:46 ET

Another move! Wuxi Autowell Technology Co., Ltd. intends to acquire part of the equity of Weiyintech for 18.76 million yuan and will gain its controlling interest.

① In addition to reducing related transactions, Wuxi Autowell Technology Co., Ltd. may want to shift from a single equipment purchaser to demand for an "equipment + Software" overall solution; ② This acquisition is not Wuxi Autowell's first attempt at cross-border endeavors, as the company is taking multiple measures to hedge against risks in the Industry downturn cycle. Industry insiders mentioned the acquisition of controlling interest for less than 20 million yuan in one go, if Software and hardware synergy proves effective, it could open up a second growth curve; if it fails, the losses are manageable.

cls.cnMar 7 09:59 ET

Weather vane? On the eve of the full market entry of distributed photovoltaics, Trina Solar Co., Ltd. is steering Trina Wealth jointly with its first and second generations.

① Trina Solar ranks in the top two of the market, and its development adjustments are seen as a barometer for the distributed photovoltaic market; ② Analysts believe that under the new policy environment of market-oriented Trade in Electrical Utilities, it is necessary to integrate and coordinate the scenarios of distributed photovoltaic, customer-oriented electrical Trade, financial solutions, and Operation and maintenance solutions.

cls.cnMar 3 04:15 ET

Photovoltaic silver paste companies are generally under pressure. Wuxi Dk Electronic Materials Co., Ltd. will increase revenue but not profit in 2024 | Interpretations

① Despite revenue growth and increased sales of main products last year, Wuxi Dk Electronic Materials Co., Ltd.'s Net income and gross margin still declined year-on-year; ② The company has laid out on technologies such as photovoltaic N-type TOPCon, HJT, BC, and perovskite stacks, investing heavily in research and development expenses; ③ The profitability of the three major Silver paste companies has declined, facing adverse situations including rising costs, intense competition in the photovoltaic Industry Chain, and pressure for technological upgrades.

cls.cnFeb 27 18:14 ET

Multiple manufacturers have collectively launched new AIPC products, and the PC Industry Chain is expected to continue benefiting.

① Lenovo will launch the YOGA 2025 series new products on February 25, and Xiaomi will release the Redmi Book Pro 16 2025 on February 27, positioned as a "professional office notebook for the AI era." ② GTJA's Shu Di believes that with the explosive demand for higher specification local model deployment, AIPC shipments are expected to grow rapidly, driving the overall PC industry toward a mid-to-high-end upgrade.

cls.cnFeb 24 19:08 ET