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

Jinkosolar: Steady progress in signing contracts in 2025, component prices show a clear trend of rebound after the decline. | Direct hit on earnings conference

①The company has already put into production 2GW of module capacity in the usa, and is expected to complete the capacity climbing by the end of this year, with an expected increase in production next year. The Saudi project is in the execution phase, planning to start construction of related infrastructure in the first half of next year, and is expected to start production in the first half of 2026; ②Li Xiande stated that global (module) demand is stable with a slight increase next year, with an expected growth rate of 10-20%.

cls.cnNov 11 18:40

Involving the issue of cross-period confirmation of certain expenses, crown advanced material received a regulatory warning letter.

1. Crown Advanced Material stated that the current chairman and CFO of the company are performing their duties normally. The administrative supervisory measures will not have a significant impact on the company's daily operations. The company's operations are all normal; 2. With the introduction of relevant supply-side reform policies by industry associations, the photovoltaic industry chain may be cleared by the middle of 2025 at the earliest, and overall profitability is expected to turn around.

cls.cnNov 7 22:23

Jiangsu GoodWe Power Supply Technology Co.,Ltd.: Inventory clearance in Europe has reached a relative bottom, accelerating expansion into emerging markets | Direct coverage of the earnings conference

Jiangsu Goodwe Power Supply Technology Co., Ltd. stated that the company's own finished product inventory is at a reasonable level, and the destocking of inventory in Europe has currently reached a relative bottom. They will actively expand domestic and international markets, especially further accelerating the expansion into various emerging markets.

cls.cnNov 7 18:18

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

Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.

Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.

wallstreetcnNov 7 07:18