Mubang High-Tech's performance raised multiple questions and inquiries, and the highly-paid "flag bearer" hired to guide the transformation has resigned | Interpretations
① Mubang High-Tech expects a net loss of 0.42 billion yuan to 0.52 billion yuan last year, with a non-recurring net loss of 1.17 billion yuan to 1.44 billion yuan; ② The company's performance has just hit a "critical point," and the Shanghai Stock Exchange issued an "Inquiry Letter," requiring an explanation of whether there is a situation of avoiding delisting by prematurely recognizing income; ③ Before the end of the year, Company Executives have successively resigned, including a prominent figure who was hired with a high salary to guide the company's transformation.
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.
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.
The single-season expected loss reaches as high as 1.7 billion, the loss margin sets a historical record. Can EGing Photovoltaic Technology welcome a "white knight" from state-owned assets? | Interpretations
① The company's loss for the fourth quarter is expected to be between 1.328 billion and -1.728 billion yuan, with asset impairment being an important reason for the loss. ② The company has experienced personnel changes this month, triggering market speculation that state-owned assets may take control.
Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.
Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.
① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.
102884128 : getting disappointed with this counter. every day drop.