How significant is the impact of a 30% production reduction by the photovoltaic glass giant? Flat Glass Group: The customer procurement intention is stable | Coverage of the earnings conference.

1. Market rumors: Xinyi Solar and Flat Glass Group, along with ten other photovoltaic glass giants, jointly reduce production by 30%. Ruan Hongliang, the director of Flat Glass Group, denied the joint production cut and emphasized that it was an individual company action; 2. The reduction in production by the giants did not boost demand. The company stated that the purchasing intention of downstream customers remained stable on a month-on-month basis; 3. The price reduction of photovoltaic glass has caused investors to worry about the company's performance in the second half of the year.

cls.cnSep 4 15:58

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.

cls.cnSep 2 15:30

Express News | Hong Kong electric power equipment stocks have risen against the market, with Tianneng Power up more than 15%, Flat Glass up nearly 7%, Xinyi Solar up nearly 5%, and Chaowei Power up more than 3%.

BreakingsSep 2 10:40

Intensified competition on the supply side, shuangliang eco-energy systems, the new star of silicon wafers, suffered a loss of over 1 billion yuan in the first half of the year. | Interpretations of financial reports

①Shuangliang Eco-energy Systems reported a net loss of over 1.2 billion yuan in the first half of the year, with a loss of 0.963 billion yuan in the second quarter, marking the largest quarterly loss in nearly five years. ②The company's asset-liability ratio has reached 81.5%, indicating significant debt repayment pressure. ③The current silicon wafer price is in a fierce game, and in the medium to long term, the supply-demand pattern of silicon wafers is clearly improving, which will provide some support for this round of price increases.

cls.cnAug 30 23:12

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.

cls.cnAug 30 22:14

Significant overseas revenue decline, jiangsu goodwe power supply technology co.,ltd. went from profit to loss in the first half of the year, with a noticeable decline in energy storage product.

① Mainly affected by factors such as overseas inventory, the amount of decrease in sales revenue from power inverter and battery with higher gross margin is greater than the amount of increase in sales revenue from domestic low-gross margin household photovoltaic systems; ② In the first half of the year, the sales volume of Goodwe energy storage products declined significantly, with overseas inverter sales volume of approximately 0.1552 million units, a year-on-year decrease of 49.64%; The proportion of overseas revenue was 35%, compared to 75.24% in the same period last year.

cls.cnAug 30 21:43