Yubang New Materials (301266): The processing fees for PV Ribbon have decreased, putting short-term pressure on the company, while the new BC products are expected to structurally improve profitability.

Investment highlights: PV Ribbon companies lead the industry, with short-term profitability under pressure: The company is a leader in PV Ribbon, continuously focusing on the Industry, actively researching various types of PV Ribbon in response to the transformation of Battery technology. The company achieved revenue of 2.48 billion yuan in Q1-3 of 2024.

SoochowDec 26, 2024 11:27

The sudden production cuts by leading silicon material manufacturers are expected to drive price and profitability recovery through industry self-discipline.

On the evening of December 24th, Tongwei Co., Ltd and Daqo Energy announced via their official accounts that to actively respond to the spirit of the Central Economic Work Conference and to eliminate "involution" vicious competition, the two silicon material companies will carry out orderly production cuts and production control. A research report from Huachuang Securities pointed out that if the subsequent industry self-discipline agreement progresses smoothly, the current supply and demand surplus is expected to be significantly alleviated, driving price and profit recovery.

cls.cnDec 25, 2024 07:56

Yubang New Materials (301266): Introduced a new pv ribbon technology, with R&D innovations bringing long-term growth.

Event: On October 23, 2024, the company released the performance report for the first three quarters of 2024. During the reporting period, the company achieved revenue of 2.477 billion yuan, a year-on-year increase of +21.04%; net income attributable to the parent company was 0.046 billion yuan; Less

Pacific SecuritiesNov 23, 2024 00:00

Yubang new materials (301266.SZ): Currently, its main business does not involve silver paste products for conduction.

Gelonghui November 18th | Yubang New Materials (301266.SZ) stated on the investor interaction platform that the company's current main business does not involve silver paste products.

Gelonghui FinanceNov 18, 2024 15:30

Express News | Yubang New Material Lin Min: Multi-layer composite photovoltaic pv ribbon has been mass applied.

BreakingsNov 13, 2024 12:49

CERI Corporation (301266): Q3 profitability improved compared to the previous quarter, stock-based incentives demonstrate confidence

The company disclosed the third quarter report of 2024, with a year-on-year performance decline of 61% in the first three quarters; the profit capability of the third quarter improved compared to the previous quarter; the company launched a stock-based incentive plan to demonstrate the confidence in the company's development; maintaining a shareholding rating. Key points supporting the rating for Q3 2024.

boc internationalOct 29, 2024 16:11