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.
Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.
Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.
① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.
AstraZeneca plans to repurchase shares in a "cancellation-style" buyback!A total of 0.5 billion to 1 billion shares will be repurchased, with some of the funds coming from special loans.
① Canadian Solar plans to sign a "share buyback shareholding loan contract" with the Bank of China Suzhou New District Hi-Tech Industrial Development Zone Branch, accordingly obtaining a special share buyback loan of no more than 0.4 billion yuan; ② Compared to other star companies' buyback situations, Canadian Solar's buyback amount and special loan amount rank among the top; ③ Industry insiders indicate that buyback cancellation is beneficial for boosting the company's stock price and for ordinary investors.
The photovoltaic film business is unlikely to turn a profit in the short term. Folai Ant New Energy Fund will suspend production | Quick read announcement.
① The photovoltaic film is currently facing intense price competition and a capacity adjustment period, so Fu Lai An Te new energy fund has decided to suspend production and operations to reduce losses; ② The decline in the selling price of the film products is greater than the decrease in unit costs, resulting in a further drop in the gross margin of the film products.