The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 08:29 ET

Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."

Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.

wallstreetcnDec 24, 2024 19:33 ET

Daqian Energy: Q4 production is expected to reach a maximum of 0.034 million tons, taking measures to reduce energy consumption and lower costs to improve efficiency | Directly hitting the earnings conference.

① On the operational planning aspect, its vice director Xu Xiang stated, "The company will continue to optimize parameters and processes for key energy-consuming segments and critical devices, and adjust the procurement indicators and standards for raw and auxiliary materials to achieve the continuous increase in the proportion of N-type silicon materials, enhance the single furnace output, and reduce energy consumption." ② In the third quarter, Daqiang Energy's production of N-type polysilicon was 0.033 million tons, accounting for 75.1% of the total production during the period.

cls.cnDec 9, 2024 04:39 ET

The imbalance between supply and demand of silicon materials led to a decrease in prices. Dalquan Energy incurred a net loss of 1.099 billion yuan in the first three quarters.

1. The company plans to provide for inventory impairment losses totaling approximately 0.582 billion yuan in the third quarter of 2024; 2. It is expected that polysilicon production in the fourth quarter will be between 0.031 million tons and 0.034 million tons, with an annual expected production of 0.2 million tons to 0.21 million tons in 2024; 3. The analyst believes that the subsequent energy consumption limit is expected to be further tightened, and the bottom position of silicon material prices may have stabilized.

cls.cnOct 30, 2024 08:59 ET

Market rotation between high and low speeds up! The new energy fund track collectively warms up, and the direction of mergers and reorganizations favors the strong.

Track the entire lifecycle of the main sector.

cls.cnOct 23, 2024 21:21 ET

Up nearly 10%! Taiwan Semiconductor's performance is better than expected across the board. AI may still be one of the clearest main themes in the market.

①TSMC's stock in the US surged nearly 10%, closing at a record high of $205 per share. TSMC previously announced its third-quarter financial report, with all indicators stronger than expected, and also raised its performance guidance. ②Guosheng Securities' research report pointed out that AI computing power is still one of the clearest main themes in the market in the present and even in the next two to three years, and the trend of industrial development has already taken shape.

cls.cnOct 17, 2024 19:47 ET