Increment does not increase income! Longji Green Energy is expected to lose 2.4-2.8 billion yuan in the first half of the year!

On July 15, Longji Green Energy issued a semi-annual performance forecast for 2025.

DBM Weekly Review: Silicon Materials Rise or Price Stabilization in the Aftermarket (2025.7.14)
Last week, the prices of N-type silicon materials and N-type granular silicon rose annually, but the actual turnover was small and some enterprises grabbed the volume at low prices, and the price sustainability after the rise was to be determined. The price of photovoltaic modules is generally stable, and the price increase has not formed a resultant force. Although the spot price of industrial silicon has risen, it lacks support to continue to rise, and its price fluctuation will affect the cost of polysilicon. Polysilicon inventory remains high and enterprises low-load production, this continuous rise or end, future enterprises will be mainly stable prices.
Polysilicon Link Becomes the Key, and the Integration Path of Leading Enterprises in Photovoltaic Industry Is Clear

Looking at the trend of photovoltaic industry integration, we can see from the recent policy voice and tone that the central government is determined to break the "involution" competition.

Hot! M & A + 1 again! Zhejiang listed companies cross the border into the photovoltaic track

On July 13, Fuda Alloy announced that it was planning to purchase no less than 51% of the shares of Zhejiang Guangda Electronics Technology Co., Ltd. (Hereinafter referred to as "Guangda Electronics") in cash.

The semi-annual performance forecast of Aixu shares was released!

In the first half of this year, the net profit loss of Aixu shares returned to its mother was 170 to 280 million yuan, and the net profit loss deducted from non-return to its mother was 410 to 520 million yuan, which was significantly reduced compared with last year.

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Enterprise Name
Project Status
Production Time
Address
Design Unit
Capacity(t/d)
安徽铜陵海螺水泥有限公司
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安徽省铜陵市古圣村
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阳新娲石绿色建材有限公司
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湖北省黄石市阳新县富池镇老渡口
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宜兴市金墅水泥有限公司
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江苏省宜兴市新街街道归径村
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北京金隅琉水环保科技有限公司
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北京市房山区琉璃河车站前街1号
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双鸭山新时代水泥有限责任公司
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黑龙江双鸭市
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