The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.
The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.
china securities co.,ltd.: The bottom of the photovoltaic industry is basically confirmed, and the incremental certainty of the power equipment network is strong.
In Q3, the new energy sector saw a sharp decline in construction projects on a month-on-month basis, while the lithium battery and photovoltaic sectors stabilized their income and profit at the bottom, with demand remaining stable and supply contracting. Although many links still face the reality of supply-demand imbalance, the gross margin levels of photovoltaics, lithium batteries, and wind power are at historically low levels, but the dawn has already appeared.
Triumph New En (600876): Photovoltaic glass market under pressure, waiting for a turnaround.
The company released the third quarter report of 2024, with the company's income for 2024Q1-3 at 3.69 billion yuan, a year-on-year decrease of 22%; net income attributable to the parent company was -0.25 billion yuan, turning a year-on-year loss; non-net income attributable to the parent company was -0.27 billion yuan.
Industry consolidation, price recovery in sight, Daiwa is bullish on the photovoltaic sector: It's time to position yourself!
Da Vinci stated that the call from the China Photovoltaic Industry Association to "anti-industrial chain collapse" is taking effect, with little room for further decline in the price of photovoltaic modules; the Ministry of Industry and Information Technology may introduce stricter policies on photovoltaic energy consumption in the future, which will further accelerate capacity integration within the industry, eliminate inefficient capacity, thus improving the production efficiency and profitability of the entire industry.
Triumph New Energy (01108) received the Administrative Supervision Measures Decision issued by the Henan Regulatory Bureau.
Triumph New En (01108) announced that the company recently received the "...China Securities Regulatory Commission Henan Regulatory Bureau issued the..."
The USA ITC has officially launched a 337 investigation on TOPCon solar cell, module, panel, module, and downstream products.
On October 31, 2024, the United States International Trade Commission (ITC) voted to initiate a 337 investigation on specific TOPCon cecep solar energy cells, components, panels, modules, and downstream products.
Photovoltaic industry third quarter report inventory: Which enterprises recovered ahead of the industry? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.
①ATS, GCL System Integration Technology, JinkoSolar, and Hengdian Group DMEGC Magnetics continued to achieve positive net income in the first three quarters, with JA Solar Technology realizing a net income of 0.39 billion yuan in Q3, far exceeding market expectations; ②Continuous losses in the polycrystalline silicon and silicon wafer segments, with many leading companies facing the risk of their first annual performance loss after going public; ③Leading companies suggest industry consolidation through raising technical and quality standards to achieve industry self-regulation.
Hong Kong stocks concept tracking | Six departments issued documents to vigorously develop large-scale wind and solar bases construction, institutions bullish on the photovoltaic sector ushering in a cyclical reversal (with concept stocks)
On October 30, the National Development and Reform Commission and five other departments issued guidance on vigorously implementing the action of substituting renewable energy.
Zhitong Hong Kong Stock Early Access | Six departments accelerate the construction of large-scale wind power and photovoltaic bases. BYD Company (01211) third-quarter net profit attributable to shareholders was 11.607 billion yuan.
On October 30, Li Ka-shing and Li Zeju reduced their shareholding in Postal Savings Bank of China (01658) by 20.153 million shares, with a price of 4.6294 Hong Kong dollars per share, totaling approximately 93.2963 million Hong Kong dollars. The latest number of shares held after the reduction is approximately 1.186 billion shares, with the latest shareholding ratio at 5.97%.
Triumph New En (01108.HK) recorded a loss of 0.247 billion RMB in the first three quarters, changing from profit to loss.
Triumph New En (01108.HK) announced the performance for the first three quarters ending in September, achieving revenue of 3.695 billion Chinese Yuan (CNY) across the board, a year-on-year decrease of 21.9%. A loss of 0.247 billion yuan, compared to a net profit of 0.198 billion yuan in the same period last year, changed from profit to loss; with a loss per share of 38 cents.
Triumph New En (1108.HK): The large drop in photovoltaic glass prices has led to an expanded loss. Maintaining neutral stance.
The sharp decline in the price of photovoltaic glass led to an expansion of losses: the company's third-quarter revenue was 0.716 billion yuan, with a decrease of 63% year-on-year/quarter-on-quarter, and a net loss attributable to owners of the parent company/non-GAAP net loss of 0.193/0.206 billion yuan, a quarter-on-quarter increase of 298.
Triumph New En (600876): Q3 loss expands, focus on inventory pressure.
The company announced its third-quarter performance: Q3 revenue of 0.72 billion yuan, -63.3%/-53.4% year-on-year/quarter-on-quarter; net profit attributable to mother -0.19 billion yuan, a quarterly loss widening by 0.15 billion yuan compared to Q2; the company achieved revenue of 37 billion yuan in the first three quarters.
Kaisheng Xinneng: Kaisheng Xinneng 2024 Third Quarter Report
Kaisheng Xinneng 2024 Third Quarter Report
Triumph New En (01108) has signed personnel training and package commissioning service contracts with international engineering.
Triumph New En (01108) announced that on October 30, 2024, the company entered into personnel agreements with international engineers...
Triumph New En (01108.HK) has signed a personnel training and package start-up service contract with an international engineering firm.
On October 30, Granocean announced that on October 30, 2024, Triumph New En (01108.HK) signed a personnel training and commissioning service contract with an international engineering company. Accordingly, the international engineering company agreed to entrust, and the company agreed to accept the commission, to complete the student training and commissioning service work for the Phase I project of Fengyang Hailu Photovoltaic Integration.
Triumph New En (01108) announces performance for the first three quarters, with a net loss attributable to the parent company of 0.247 billion yuan, a year-on-year transition from profit to loss.
Triumph New En (01108) released the performance for the third quarter of 2024, achieving revenue of 0.716 billion yuan during the period...
TRIUMPH NEW EN: THIRD QUARTERLY REPORT 2024
Triumph New En (600876.SH): a net loss of 0.247 billion yuan in the first three quarters.
Triumph new en (600876.SH) announced its third-quarter report on October 30th. The revenue for the first three quarters was 3.69 billion yuan, a decrease of 21.91% year-on-year. The net loss was 0.247 billion yuan, with a non-recurring net loss of 0.271 billion yuan, and a basic EPS of -0.38 yuan.
Is the turning point coming for the photovoltaic industry? Several component manufacturers claim that prices are following the market. Industry insiders are calling for production cuts.
①The rising trend of photovoltaic component manufacturers' product prices seems imminent, closely related to the initiative proposed by the China Photovoltaic Industry Association; ②Industry insiders believe that under the current situation of oversupply of equally high-quality and efficient product supply, leading companies need to adjust their shipment plans, control production loads, and avoid bidding below cost.
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