The stock tumbled limit down in response! This week, 7 listed companies announced that the company or related parties are under investigation by the CSRC. Popular pv concept stock j.s. corrugating machinery is among them.

① J.S. Corrugating Machinery announced on Friday that the company received a "Notice of Case Filing" issued by the CSRC. This week, a total of 7 listed companies announced that the company or related parties have been filed by the CSRC (see table); ② The notice of case filing dealt a heavy blow to multiple stocks, with *Special Treat Ningke hitting the limit down the next day, and Shenzhen Zqgame dropping by 17.4%.

cls.cnNov 2 06:15 ET

Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations

①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.

cls.cnOct 31 11:59 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 08:59 ET

The top five leading photovoltaic module manufacturers collectively raise prices, a sign of the dawn of a turnaround in the photovoltaic industry.

On October 29, according to Blue Whale News, there are market reports that starting from the 29th, the price of Longi Green Energy's photovoltaic modules has increased by 1-2 cents/watt. As of now, leading module companies such as Trina Solar Co., Ltd., JA Solar, Tongwei, and JinkoSolar have all adjusted their shipping prices upwards by 1-3 cents/watt.

cls.cnOct 29 20:06 ET

Component shipments fell below expectations, with Atese's net profit in the first three quarters dropping by 30 percent.

①Due to the expected decrease in component sales prices, the provision amount for inventory impairment losses increased year-on-year, related customs costs increased, and the overall profit level of the component business decreased; ②In the third quarter, component shipments were 8.4GW, lower than the previous expected range of 9.0-9.5GW;

cls.cnOct 29 11:56 ET

Institutions have continuously increased their positions in JA Solar Technology for two consecutive days. Five strong institutional investors join forces to seize opportunities in Shenzhen City.

PV concept stock JA Solar Technology received institutional buy of 0.168 billion, and the stock also received institutional buy of 0.125 billion yesterday; Tech Semiconductors saw significant institutional sell for two consecutive days. Chip concept stock Shenzhen Chixiangye Technology received joint buy from five top-tier private equity desks amounting to over 0.3 billion, with Guosheng Securities Ningbo Sangtian Road Branch buying 0.107 billion.

cls.cnOct 25 06:02 ET