The single-season expected loss reaches as high as 1.7 billion, the loss margin sets a historical record. Can EGing Photovoltaic Technology welcome a "white knight" from state-owned assets? | Interpretations
① The company's loss for the fourth quarter is expected to be between 1.328 billion and -1.728 billion yuan, with asset impairment being an important reason for the loss. ② The company has experienced personnel changes this month, triggering market speculation that state-owned assets may take control.
Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.
The "bull stock" Robotechnik Intelligent Technology faces obstacles in its long run for restructuring as the Shenzhen Stock Exchange temporarily suspends the review of the leading optical module company's merger case | Quick read announcement.
① Robotechnik Intelligent Technology has been planning to acquire the leading optical module equipment company ficonTEC for over three years, but has yet to achieve ideal results. Today, it announced that the Shenzhen Stock Exchange has temporarily postponed the review; ② The restructuring committee primarily focuses on whether there are Other interests arrangements in the back-to-back trades, whether the transaction pricing is fair, and the subsequent risks; ③ The company’s stock price saw a 7th place increase in the A-shares last year, and the deep cooperation between ficonTEC and giants like NVIDIA is a focal point for the market.
Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.
① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.
The first of the New Year! Facing suspension due to the inability to complete the required rectification for capital occupation, ST Xulan is sliding towards being (Delisted) | Quick Read Announcement.
① ST Xulan may become the first listed company in 2025 to be suspended by the Exchange due to difficulties in completing rectifications before the deadline; ② ST Xulan Stocks may be suspended by the Shenzhen Stock Exchange starting from January 6, and currently, there is only one trading day left before the company's stock trading is suspended; ③ At the same time, ST Xulan also faces the risk of being delisted due to its stock price continuously falling below par value.
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.