Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."

Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.

wallstreetcnDec 25, 2024 08:33

Daqian Energy: Q4 production is expected to reach a maximum of 0.034 million tons, taking measures to reduce energy consumption and lower costs to improve efficiency | Directly hitting the earnings conference.

① On the operational planning aspect, its vice director Xu Xiang stated, "The company will continue to optimize parameters and processes for key energy-consuming segments and critical devices, and adjust the procurement indicators and standards for raw and auxiliary materials to achieve the continuous increase in the proportion of N-type silicon materials, enhance the single furnace output, and reduce energy consumption." ② In the third quarter, Daqiang Energy's production of N-type polysilicon was 0.033 million tons, accounting for 75.1% of the total production during the period.

cls.cnDec 9, 2024 17:39

The imbalance between supply and demand of silicon material led to a decrease in prices. Daquan Energy incurred a net loss of 1.099 billion yuan in the first three quarters.

①The company plans to make a provision for inventory impairment losses totaling approximately 0.582 billion yuan in the third quarter of 2024; ②It is expected that the production of polysilicon in the fourth quarter will be between 0.031 million tons and 0.034 million tons, with the expected annual production in 2024 ranging from 0.2 million tons to 0.21 million tons; ③Analysts believe that the subsequent energy consumption limit may be further tightened, and the bottom position of silicon material prices may have stabilized.

cls.cnOct 30, 2024 20:59

Market rotation accelerates the high and low points! The new energy fund track collectively warms up, and the direction of mergers and acquisitions and reorganization strengthens the strong.

Track the entire lifecycle of the main sector.

cls.cnOct 24, 2024 09:21

Nearly 10% surge! taiwan semiconductor's performance is stronger than expected across the board. AI may still be one of the clearest main themes in the market.

① US stocks taiwan semiconductor surged nearly 10%, closing at a record high of $205 per share. Taiwan semiconductor had previously announced third-quarter financial reports, all indicators were stronger than expected, and also raised performance guidance. ② Guosheng Securities' research reports pointed out that AI computing power is still one of the most clear main themes in the market at present and even in the next two to three years, and the trend of industrial development has already taken shape.

cls.cnOct 18, 2024 07:47

Huasheng Lithium Battery plans to invest about 40 million yuan in Purcell to strengthen silicon-carbon anode materials.

①Hua Sheng Lithium regards the anode material as a new growth point. The first phase of the 0.2 million-ton low-energy-consumption and high-performance lithium battery anode material project is under construction, and the silicon-carbon composite anode material has been sent to customers for sampling. ②Currently, several anode materials have achieved a quarter-on-quarter increase in net income attributable to the mother in the second quarter. Compared to other lithium battery materials, the clearance of anode materials may start earlier.

cls.cnSep 25, 2024 00:17