The demand for ultra-supercritical coal-fired power units in the downstream continues to grow. Shengtak New Materials' Q3 performance doubles interpretations.

① shengtak new materials' performance in the first three quarters increased by 166.30% year-on-year, and the company's performance in the third quarter increased by 231.61% year-on-year, with performance growth continuing to rise. ② Company officials stated that the main reason for the performance growth is the demand from the downstream thermal power boiler market. Currently, the company's orders are sufficient, and the inclusion of Jiangsu Ruimei is also one of the reasons for the performance growth.

cls.cnOct 23 22:39

The annual cold repair scale of photovoltaic glass has exceeded 0.01 million tons per day, and glass prices are expected to bottom out and rebound.

① Multiple industry insiders have told reporters that the current cold repair scale of the entire industry exceeds 12,000 tons per day. ② According to research reports from CSC Securities, in the short term, with the upward production of Q3 components, the prices of some auxiliary materials such as film and glass may hit bottom and rebound.

cls.cnSep 5 08:08

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

Jiangsu Wujin Stainless Steel Pipe Group's net profit in the first half of the year decreased by more than 20% year-on-year, due to the decline in downstream demand and the underutilization of new production capacity. Interpretations.

①The demand for downstream petrochemical industry fell short of expectations, and the sales price of stainless steel welded pipes declined. In the first half of the year, the performance of Jiang su wujin stainless steel pipe group declined by more than 20% year-on-year. ②In August last year, a project of 0.02 million tons of high-performance stainless steel seamless pipes for high-end equipment manufacturing was put into operation by Jiang su wujin stainless steel pipe group. However, looking at the production and sales data of seamless pipes in the first half of the year compared to the same period last year, the production capacity of this project is not currently being utilized.

cls.cnAug 27 21:21

Total investment of 80 billion! Three Gorges Power plans to participate in the Inner Mongolia Erdos Resources 'Wind Power, Solar Power, and Energy Storage Integration' project for external delivery. | Quick read announcement

China Three Gorges Corporation plans to participate in the construction of the Kubuqi Desert new energy base project with a total investment of nearly 80 billion yuan. The company became the leading new energy operator in the A-share market after going public in 2021 and invested more than 40 billion yuan in the construction of three offshore wind power projects in the same year.

cls.cnJun 27 23:57

Xizi Clean Energy Equipment Manufacturing plans to participate in the demonstration project of energy storage and flexibility transformation for thermal energy storage and peak load regulation in order to improve the flexibility of thermal power layout. |

Xizi Clean Energy Equipment Manufacturing announced that it plans to participate in the construction of the 600MW subcritical thermal power unit steam extraction and energy storage flexible peak-shaving and heat storage transformation project in Longshan, Hebei, and has signed a contract with its subsidiary Hepu Energy. The company's participation in Hepu Energy is aimed at promoting the layout of thermal power flexibility peak-shaving and energy storage transformation, and this project is the first demonstration project of steam extraction and energy storage flexible peak-shaving and heat storage transformation of the thermal power unit jointly participated by both parties.

cls.cnJun 25 22:49