The performance of Junda in the first three quarters increased by 299%; the performance of Longji Green Energy in the third quarter was abnormal; the index of distributed photovoltaic power generation

2023-11-01 16:48:23

The performance of Junda in the first three quarters increased by 299%; the performance of Longji Green Energy in the third quarter was abnormal; the index of distributed photovoltaic power generation in Xing'an League of Inner Mongolia was zero and could not be filed; Zhongxin Group planned to invest 130 million yuan to set up a joint venture company to invest in photovoltaic power generation projects; Saiwu Technology planned to invest in the construction of projects with an annual output of 50g W solar photoconversion film.

< Today's Highlights & >

1. Up 299%!

On October 31, Junda shares disclosed the third quarter report of 2023, and the company's performance continued the previous high growth: in the first three quarters of this year, the company achieved operating income of 14.380 billion yuan, an increase of 93.59% over the same period last year; Net profit of 1 billion 638 million yuan, an increase of 299.21% over the same period. Since this year, with the company taking the lead in completing the large-scale production of TOPCon batteries in the industry, the moat of Junda shares has been deepening. After the successful completion of the main business transformation, Junda shares continue to break through in the field of photovoltaic cells, and its business performance continues to reach a record high.

2. Third quarter performance is "abnormal"! When will irrational prices return? Longji Li Zhenguo thinks … On the evening of October

30, Longji Green Energy released its third quarterly report for 2023. In the first three quarters of

2023, the company's revenue was 94.1 billion yuan, an increase of 8.55% over the previous year; the net profit attributable to the parent company was 11.694 billion yuan, an increase of 6.54% over the previous year; the net profit deducted from non-parent company was 11.514 billion yuan, an increase of 8.07% over the previous year.

3. The new ghost story of energy storage: There are already no orders

. Cost performance has always been the core advantage of Chinese manufacturing, especially in the more popular industries. The collective involution of the industrial chain makes the price of energy storage products fall all the way. The head company's shopping, the change of energy storage sales rules and the backlog of excess inventory are all sending a chill to the whole industry chain.

< Project Progress >

1. Xing'an League, Inner Mongolia: In 2021-2023, the distributed index was zero and could not be put on record

. On October 30, the Development and Reform Commission of Ulanhot responded to Proposal No.0228 of the Second Session of the Tenth CPPCC. On June 3, 2021, the Energy Bureau of the Autonomous Region issued the document "Three-year Action Plan for Decentralized Wind Power and Distributed Photovoltaic Power Generation Projects in Inner Mongolia Autonomous Region (2021-2023)", which clearly pointed out that the planning target of distributed photovoltaic power generation in Xing'an League in 2021-2023 was 0, so it could not be put on record for implementation due to the constraints of indicators; Decentralized wind power indicators have been allocated by higher energy management departments, and new projects can not be approved for implementation for the time being.

2. Zhongxin Group: Intends to invest 130 million yuan to set up a joint venture company to invest and operate photovoltaic power generation projects

. Zhongxin Green Energy, an indirect holding subsidiary of the company, intends to establish a joint venture with Ganghua Energy Investment Co., Ltd. to develop, invest, construct, acquire, hold and operate photovoltaic power generation projects. The registered capital of the joint venture company is 200 million yuan, of which Zhongxin Green Energy contributes 130 million yuan, accounting for 65% of the shares, and Hong Kong Energy Investment contributes 70 million yuan, accounting for 35% of the shares.

3. Saiwu Technology: It is proposed to invest in the construction of projects

with an annual output of 50GW solar photoconversion film. Saiwu Technology announced on October 31 that the company signed the "Solar Photoconversion Film Project Investment Framework Agreement" with the Management Committee of Xuancheng Economic and Technological Development Zone on the same day. It is planned to build a project with an annual output of 50g W solar photoconversion film and other advanced photovoltaic cell packaging materials in Xuancheng Economic and Technological Development Zone, Anhui Province, with an investment of about 500 million yuan in the first phase of the project.

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Correlation

1. Six leading photovoltaic enterprises propose to unify the standard of 700 W + photovoltaic modules and add 790 mm holes. 2. In the first half of next year, the competition in the photovoltaic market will be fierce, and enterprises will face the challenge of life and death. 3. Vice President of GCL Technology: The photovoltaic industry needs both internal and external training, adhering to rational development, technological innovation and expanding foreign markets. 4. China Resources Group announced the list of five counterfeit central enterprises, calling on the society to be vigilant against illegal elements.

2023-12-11 16:17:49

1. Huangshi Group was prosecuted, involving more than 300 million yuan; 2. More than 70% of companies have signed the Convention on Integrity Calibration and Traceability Self-Discipline of Photovoltaic Module Power Standards to curb the false label of module power; 3. The departure of core technical personnel of Daquan Energy does not affect the integrity of intellectual property rights; 4. Quartz shares invest in the construction of an annual output of 3000 tons of electronic grade quartz materials project, with a total investment of 1.03 billion yuan; 5. Jingao Technology and Skyworth Photovoltaic signed a strategic cooperation agreement to jointly promote the development of photovoltaic projects; 6. Hangzhou Kelin plans to invest in the construction of energy storage and new photovoltaic projects by crossing the border into perovskite.

2023-11-22 16:40:19

Ningde Times has obtained the patent of photovoltaic thin film module; Inner Mongolia has released the implementation rules of independent new energy storage power station project, and the grid-side energy storage enjoys 10-year capacity compensation; three major green hydrogen projects and two hydrogen production equipment enterprises are on CCTV.

2023-11-21 16:54:27

1. Shenzhen Stock Exchange and Beijing Securities Regulatory Bureau took prompt regulatory action when Hezheng Science and Technology failed to fulfill its repurchase commitment. 2. Ms. Leng Weiqing, Chairman of Shanghai Electric, resigned due to job transfer and will join SIIC Group. 3. The retirement volume of photovoltaic modules in China is expected to reach 1 million tons to 66 million tons, and organic photovoltaic enterprises have received tens of millions of yuan in strategic investment. 4. Phase I of Guazhou Baofeng Polysilicon Upstream and Downstream Synergy Project was put into operation, with a total investment of 39 billion yuan; JA Technology Shijiazhuang 10GW slice + 10GW battery project was put into operation, with a total investment of 10.2 billion yuan; Dasheng New Energy 4.8GW heterojunction battery + module project was implemented, with a total investment of 5 billion yuan.

2023-11-20 16:21:22

National Bureau of Statistics: Solar power generation increased by 15.3% in October; Atlas disclosed that the controlling shareholder's third quarter income was 13.26 billion yuan; Sino-US joint statement: Strive to triple the installed capacity of renewable energy in the world by 2030

2023-11-15 15:32:03

Personnel of 15 photovoltaic enterprises changed greatly, senior executives of Funeng and Changyuan Power resigned collectively; Zeng Yuqun, chairman of Ningde Times, was awarded the Nobel Prize for Special Contribution to Sustainable Development; the world's largest offshore photovoltaic project was started in Shandong; the photovoltaic glass project of Inner Mongolia Yujing Science and Technology was started with a total investment of 2.6 billion yuan; five departments jointly launched the fourth batch of intelligent photovoltaic pilot demonstration activities; Saudi Arabia's 3.7 GW PV tender launched.

2023-11-14 16:36:48

1. The Ministry of Industry and Information Technology announced the list of green manufacturing in 2023, and 22 factories including Tongwei and Longji were included in the list of green factories; 6 enterprises including Yiyi and Goodway were included in the list of green supply chain management enterprises. 2. Fang Hongcheng, former general manager of Hesheng Silicon, accused Luo Liguo. 3. Yisheng Technology entered into a cell sales framework contract with Shandong Quanwei New Energy to sell 150MW of Class A G12 heterojunction cell products. 4. Zhong Baoshen, chairman of Longji Green Energy, said that innovation drive is the core driving force for cost reduction in the photovoltaic industry.

2023-11-13 16:55:14

1. Liu Yiyang, China Photovoltaic Association: Falling prices are not necessarily bad for the industry. 2. Henan Development and Reform Commission: Do not transfer financial risks to residents! 3. Under the background of Xi'an Jiaotong University, another financing of nearly 100 million yuan was obtained in the field of perovskite batteries. $444m! The United States will provide funding for this local solar energy.

2023-11-03 15:53:15

1. The price of silicon materials plummeted by 70%, resulting in a decline in the net profit of photovoltaic enterprises, but the industry profits are shifting to the battery and component side. 2. Sharp announced that the efficiency of perovskite-silicon tandem solar cells reached 33.66%, setting a new world record. 3. Wacker Chemical's sales of silicon materials in the first three quarters decreased by 45% compared with the same period last year, which was affected by lower prices and equipment maintenance. 4. The 5G W module project of Jingao Technology Baotou Base has been put into operation, and the annual sales revenue is expected to exceed 10 billion yuan. 5. JA Solar (Vietnam) Co., Ltd. made an additional investment of US $378 million to expand production, with an output of 2.5G W silicon rods/year, 5G W silicon wafers/year and 5G W photovoltaic cells/year.

2023-11-02 15:34:50

The performance of Junda in the first three quarters increased by 299%; the performance of Longji Green Energy in the third quarter was abnormal; the index of distributed photovoltaic power generation in Xing'an League of Inner Mongolia was zero and could not be filed; Zhongxin Group planned to invest 130 million yuan to set up a joint venture company to invest in photovoltaic power generation projects; Saiwu Technology planned to invest in the construction of projects with an annual output of 50g W solar photoconversion film.

2023-11-01 16:48:23

In the first three quarters of 2023, the National Energy Administration announced that the newly installed photovoltaic capacity was 128.94GW, the gross profit rate of Aixu shares reached a new quarterly high in three years, the revenue and net profit of Longji Green Energy in the third quarter declined year on year, and the proportion of N-type module shipments in the first three quarters of Jingke Energy was close to 60%. In addition, seven photovoltaic projects exceeding 10 billion have been signed, started and put into operation, and Atlas plans to build a 5GW cell factory in the United States.

2023-10-31 16:41:47

40 photovoltaic enterprises were investigated in India, and Hengdian Dongci responded; Shangneng Electric's revenue in the first three quarters increased by 210.59%; five photovoltaic enterprises such as Jinko, Jingao and Tianhe were selected as 2023 Forbes China ESG Innovation Enterprises; Edelman's 20,000-ton hydrogen energy equipment manufacturing project settled in Inner Mongolia; Hefei Huasheng's first batch of 182R heterojunction batteries were put into production; Sichuan Yibin has signed 25 photovoltaic projects with a total investment of over 120 billion yuan.

2023-10-30 16:28:45

Four consecutive falls! The price of silicon wafers fell further; Sichuan released a plan to reach the peak of industrial carbon: vigorously develop the whole industry chain of photovoltaic, lithium-ion batteries and power storage batteries; CGN signed a contract! The largest hydrogen station in China is coming!

2023-10-27 16:24:15

India conducted a survey on 40 Chinese photovoltaic enterprises; Otway's profit increased in the first three quarters; TCL Zhonghuan's profit did not increase in the first three quarters

2023-10-26 16:04:58

Ministry of Industry and Information Technology: Solar Cell Production Increased by 63.2% in the First Three Quarters; Solar Stocks Plunge: Why European Demand Declines; European Module Prices Fall Below the Bottom Line, Israeli Module Giant Collapses

2023-10-23 15:46:46

A new low! The price of components fell below 1 yuan/W; the Department of Environment and Resources of the National Development and Reform Commission interviewed the competent authorities of energy conservation in Zhejiang, Anhui, Guangdong and Chongqing; Zhonghuan, GCL and Sunny Power were in the Middle East.

2023-10-19 15:19:46

Trina Solar was claimed nearly 1 billion yuan by Japanese enterprises; Shuangliang Energy Conservation: signed a polysilicon equipment contract of 275 million yuan with Asia Silicon; Hopewind Electric: revenue of 2.615 billion yuan in the first three quarters of 2023

2023-10-18 15:31:24

Double up more than 300%! The performance of Junda shares is "soaring"; it shrinks by 2.2GW! 19 were cut, 17 were cut, Anhui adjusted to compete for photovoltaic projects; Ping An of China intends to acquire the equity of 7 scenery companies such as Jichang Yijing

2023-10-17 15:49:47

Silicon materials fell, silicon wafers fell to a new low, modules approached 1.1 yuan, the photovoltaic market in the fourth quarter could not withstand; Summary of photovoltaic subsidy policies in provinces and cities in the third quarter of 2023

2023-10-16 15:12:49

The price of silicon materials is loose; Yubang New Material: the net profit in the first three quarters is expected to increase by 38.96% -72.04%; CECEP Solar: the net profit in the first three quarters is expected to be 1.42 billion yuan to 1.48 billion yuan.

2023-10-12 15:17:22

Photovoltaic glass industry monthly report; China's photovoltaic manufacturing industry continued to maintain a high level of operation in July and August; 1.4 billion yuan! Meichang shares announced the third quarter forecast

2023-10-10 15:46:25

After three rounds of inquiry from Shenzhen Stock Exchange, TCL Zhonghuan's 13.8 billion capital raising is going to be "cool"; 9.6 billion yuan! Huamin shares and Tongwei shares signed a purchase and sale order for polysilicon and silicon wafers; changes in core technical personnel of Atlas!

2023-10-09 15:26:14

Party secretary, chairman and general manager of 100 billion energy group were replaced; the new chairman of Guodian Investment Inner Mongolia Company took office; the company was acquired at a premium of 1744.31%! This company has a photovoltaic layout.

2023-09-28 15:36:47

Investment of 14.6 billion, 124 new lawsuits, Guangdong Hydropower announced the progress of investment and litigation; photovoltaic three leading completed the first share repurchase; involving 251 enterprises! Arrangement of supplier blacklist of Datang Group

2023-09-27 15:21:40

Sichuan Energy Storage New Policy: 10% * 2 H for large-scale wind and solar projects, except for multi-energy complementation; South Korea's export of battery cathode materials increased, but nearly 90% of the export revenue went to China

2023-09-13 16:03:48

2023 Hurun China Energy Private Enterprise TOP100; CITIC Bo: In the first half of 2023, the company's bracket system orders in hand were about 2.966 billion yuan; Jinyang New Energy built the first production line of the new generation of HBC batteries.

2023-09-08 15:49:09

Four companies joined hands to repudiate 990 million! Shanghai Electric angrily sued 5 enterprises; 6.3 billion! Huamin Shares Wins Big Order of Silicon Wafer Again; Viewpoint Battle! Jinko Firm TOP Con; Production Power 720W! The first product of Huasheng Xuancheng Component Phase III is offline

2023-09-06 15:47:45

Bidding of National Energy Administration: 5 enterprises including Yiyi, Tianhe, Jingao, Jinko and Longji are shortlisted; energy storage battery falls below the cost line; silicon output value breaks 50 billion! Yunnan has become the largest production base of monocrystalline silicon photovoltaic materials in the world

2023-09-04 16:28:21

Photovoltaic construction and operation in the first half of 2023; InfoLink: the impact of different component inventories on the growth of overseas markets is gradually fermenting; subverting the traditional power system? Korean team claims to realize room-temperature superconductivity; total investment is 29.8 billion yuan! Six projects, including the 1 million kilowatt wind power project in Ruoqiang County, Bazhou, CGN, have been launched with a total investment of 5.2 billion yuan! Centralized commencement of innovative energy storage and other projects today; 2.55 billion! Shangneng Electric Plus Code Inverter and Energy Storage Project

2023-08-01 15:42:55