Trina Solar Co., Ltd.: The 'deceleration strategy' is correct and awaits observation. Energy storage will become a new profit growth point. Directly hit the earnings conference.

①In the third quarter, the price of photovoltaic modules continued to decline, but the gross margin of the energy storage business improved, and energy storage will become a new profit growth point; It is expected that by the end of the year, silicon wafer capacity will be 55GW, module capacity 120GW, N-type battery capacity 70GW, and P-type battery capacity to be determined; ②The industry is facing positive changes, and the profitability of the industry chain will definitely be restored, but in the future, there will be more and more differentiation space in terms of brands, channels, and customers.

cls.cnNov 12 15:33

Kangxi Communication: Some potential overseas customers are in a wait-and-see state due to the 337 investigation, increasing investment in the research and development of Star Flash products | Direct hit earnings conference

①With the deepening of cooperation with SoC manufacturers, the overseas business is gradually opening up, and the revenue share of overseas revenue in the first three quarters of 2024 is approximately 15%; ②The StarFlash RF front-end solution is mainly used in various IoT directions, and the product has entered the list of reference designs for domestic StarFlash-related SoC main chip manufacturers.

cls.cnNov 11 15:04

The first "A+H" share express company! s.f. holding to be listed on the Hong Kong Stock Exchange for hearing.

According to the official website of the Hong Kong Stock Exchange, s.f. holding Co., Ltd. (referred to as "s.f. holding") recently passed the listing hearing and is preparing to list in Hong Kong. s.f., which is already listed on the Shenzhen Stock Exchange, will become another large A-share company listed on the Hong Kong stock market after midea group co., ltd.'s listing. After a successful listing, s.f. holding will become the first company in the express delivery industry to be dual-listed as "A+H" shares.

Securities TimesNov 11 14:06

"Excellent students" DJI may enter the field of floor cleaning robots. Can siasun robot&automation, Ecovacs Robotics, and others still dominate the market?

①DJI has been rumored to enter the field of sweeping robots, and the company has stated that it will not comment; ②Several interviewees believe that DJI has technological advantages, but entering the market will take time, making it difficult to shake the market pattern in the short term; ③Currently, the overseas market has become the next battlefield for domestic sweeping robot manufacturers.

cls.cnNov 10 23:12

Is the home consumer market expected to warm up? Xilinmen responded to the impact of the old-for-new policy | Directly hit the earnings conference

①Since October, the old-for-new policy has gradually expanded to home furnishings; ②It is mentioned that the coverage and subsidy intensity of the policy have both significantly increased; ③No positive response was given as to whether there was a significant recovery in sales compared to October; ④Increase the price range of singles' day sales items and increase the proportion of package orders.

cls.cnNov 7 15:51

Trina Solar Co., Ltd. new layout in the United States: exchanging shares of the company on NYSE with a module factory to sell products through the latter.

1. The underlying assets involved in this restructuring are the 5GW component factory of Trina Solar Co., Ltd. in the USA, which is under construction and will soon be put into production. 2. Trina Solar Co., Ltd. will receive 0.1 billion USD in cash, 0.15 billion USD in face value of preferred notes, and FREYR common stock. 3. Currently, Trina Solar Co., Ltd. is facing losses, while its sales gross margin in the US market is the highest.

cls.cnNov 7 09:21