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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.
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.
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.
Fubon ICE FactSet Asia Battery and Energy Storage Technology Index ETF: UNAUDITED SEMI-ANNUAL REPORT FOR THE PERIOD ENDED 30 JUNE 2024
TCL Zhonghuan Renewable Energy Technology, the leading company in the silicon wafer industry, reported a loss of over 3 billion yuan in the first half of the year. The "soul figure" stepped down and the silicon wafer production rate was lowered. | Interpr
① In the first half of the year, the leading silicon wafer company had a net loss of 3.064 billion yuan, with a loss of 2.184 billion yuan in Q2; ② The company's inventory impairment loss affected the total profit by -1.109 billion yuan, and the battery module business further dragged down the operating performance; ③ This month, Shen Haoping, who has held the position of CEO for many years, stepped down, and the silicon wafer capacity utilization rate of the company was subsequently lowered, and the load of the central ring was reduced.
Energy storage shipments "overtake" power, Eve Energy Co., Ltd.'s H1 performance declines, energy storage batteries gradually become the focus of business | Interpretations
In H1, Eve Energy Co., Ltd. achieved a revenue of 21.659 billion yuan, a decrease of 5.73% year-on-year; the net income attributable was 2.137 billion yuan, a decrease of 0.64% year-on-year. In Q2, the company's energy storage battery shipments exceeded that of power batteries, resulting in a year-on-year increase of 9.93% in energy storage battery revenue in the first half of the year, while the revenue of power batteries decreased year-on-year.