Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
The first domestic production line for solid-state lithium batteries has officially started operation, lithium battery stocks have risen strongly, and this week institutions have conducted intensive research on related listed companies.
①Shanghai Putailai New Energy Technology released institutional research notes on Thursday, stating that the company is currently focusing on promoting high-quality industry capacity that can enhance the company's long-term competitiveness and strengthen synergy effects, leading to the trading limit up on Friday. ②Summarizing the industries most focused on by institutions this week (see table), the list of listed companies (see stocks), and the latest research on lithium battery concept stocks.
Hybrid and pure electric range up to 400 kilometers! Contemporary Amperex Technology releases new sodium-ion batteries for low-temperature scenarios.
Contemporary Amperex Technology has released a new product, the Xao Yao super mixed battery, the world's first pure electric vehicle with a range of over 400 kilometers, and also features 4C super fast charging; Sodium-ion batteries are once again being implemented. Contemporary Amperex Technology is integrating sodium-ion battery technology into the super mixed battery, pioneering the lithium-sodium AB battery system integration technology, enabling the battery to discharge in temperatures as low as minus forty degrees.
The demand for power batteries is under pressure, eve energy co.,ltd. Q3 revenue and net profit both declined, and energy storage battery sales doubled in the first three quarters. | Financial reports and insights
In the first three quarters, eve energy co.,ltd. energy storage battery shipments were 35.7 GWh, a year-on-year increase of over 115%, with power battery shipments of 20.7 GWh, an increase of 5% year-on-year.
Contemporary Amperex Technology's Q3 net profit increased by 6% quarter-on-quarter. Executives stated that the Q4 production capacity utilization rate is "more full," while the board secretary responded to the factory fire incident. | Interpretations
①Contemporary Amperex Technology's Q3 net profit was 13.136 billion yuan, a 6% increase; ②"Capacity utilization rate was very high in the third quarter, even higher in the fourth quarter." This was the outlook for Q4 orders expressed by contemporary amperex technology executives at the performance interpretation meeting held on the evening of the performance release; ③Executives responded to investor concerns about the expected resumption of production of lithium carbonate in Yichun and factory fires at the Q3 performance interpretation meeting.