Two shipbuilding stocks with market caps of hundreds of billions will undergo restructuring! china cssc plans to merge with china shipbuilding industry.
①The method of this merger is that China CSSC plans to issue A-share stocks to all shareholders of China Shipbuilding Industry for stock-for-stock absorption and merger. ②As of today's close, the total market value of China CSSC is 156.1 billion yuan, and the total market value of China Shipbuilding Industry is 113.6 billion yuan.
Longi Green Energy Technology: It is expected that the price of silicon wafers has reached its lowest point and will only increase in the future, not decrease. | Live coverage of the earnings conference
①Longi green energy technology releases confidence to investors. Considering the current situation in the industry where cash costs are generally in a loss, the price of silicon wafers will only rise, not decrease. ②However, the management believes that all links currently face ongoing operational pressure, and the timing of price adjustments remains unclear.
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
In the first half of the year, only 3 out of the top 20 companies in the csi information security index achieved profitability, while all of the top 10 suffered losses. Financial reporters from CaiLian News learned through multiple interviews that the losses were mainly caused by periodic project cycles and seasonal factors affecting payment collection. Analysts point out that in the context of downstream customers, primarily government clients, facing significant financial pressure and declining purchasing power, the network security industry needs to expand its market to more commercial clients.
In the first half of the year, longi green energy technology expects to return to the growth track by 2025 with a loss of over 5 billion. | Interpretations
①Longi Green Energy Technology incurred a loss of over 5 billion yuan in the first half of the year, with a single-season loss of 2.893 billion yuan in the second quarter, marking the largest single-season loss in recent years; ②The company's HPBC2.0 product will be launched on a large scale by the end of this year. In its plan, the company is set to return to the growth trajectory by 2025, entering the recovery phase ahead of the solar industry.
Overseas income grew rapidly, coupled with cost reduction and efficiency improvement, sany heavy industry's net income in H1 increased slightly year-on-year | Financial report interpretation
① In the first half of the year, revenue of Sany Heavy Industry decreased by 1.95% year-on-year, while net income increased by 4.80% year-on-year. ② In the first half of the year, the company's Indonesian factory completed the expansion of Phase II, while the Phase II factories in India and South Africa are under construction in an orderly manner.
Longi green energy technology and Tongwei co.,ltd postponed their mid-term reports. The five leading photovoltaic companies will submit their reports tomorrow evening.
① Two leading photovoltaic companies announced on the same day that the interim report disclosure was postponed by one day. Tomorrow night, the top five leading photovoltaic companies will release their interim reports at the same time. ② The continuous decline in prices of main products in the first half of the year raises the biggest suspense as to whether Trina Solar Co., Ltd. and Jinkosolar can sustain profitability.