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.

cls.cnJan 8 14:04

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.

cls.cnJan 3 23:22

0.972 billion! Farasis Energy (Gan Zhou) Co., Ltd. has "changed ownership" to Guangzhou State-owned Assets.

① The controlling shareholder of Farasis Energy (Gan Zhou) Co., Ltd. may be changed to the Industrial Control Group, and the actual controller may change to the Guangzhou Municipal People's Government; Stocks will resume trading from the morning of January 6; ② The company had announced an Equity Transfer matter in August 2023 and terminated it in November of the same year. However, at that time, the Equity Transfer price was 28.37 yuan per share, with a total Trade price of 1.728 billion yuan, far exceeding the price disclosed today.

cls.cnJan 3 23:04

Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.

① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.

cls.cnDec 31, 2024 20:31

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 25, 2024 08:33

In two and a half years, gaining one IPO, Shen Furong from Ruili Investment "decodes" the path of PE investment.

① Through solid industrial research, Ruili Investment captured opportunities and thus achieved an IPO within two and a half years; ② Although in the PE stage, the invested projects must also have the ability to traverse economic cycles, industry cycles, and project life cycles. In the investment in Trina Solar Co., Ltd., Ruili Investment achieved a tenfold return; ③ Investment is an art that requires persistence and composure, and time is the best "touchstone."

cls.cnDec 20, 2024 20:12