琏升科技高效电池片产销两旺，业绩倍增渐入佳境

Core Viewpoint - Liansheng Technology (300051) reported a significant increase in performance for Q3 2024, driven by its transition to heterojunction solar cell production, with a year-on-year revenue growth of 112.47% [1] Company Performance - In Q3 2024, Liansheng Technology achieved a revenue of 147 million yuan, representing a 234.5% increase compared to the same period last year and a 44.03% increase quarter-on-quarter [1] - For the first nine months of 2024, the company reported a total revenue of 311 million yuan, reflecting a year-on-year growth of 112.47% [1] - The company set a record for the highest quarterly revenue in its history, benefiting from the newly established production line for heterojunction solar cells [1] Industry Context - The solar industry has recently shown multiple positive signals, including a meeting held by the China Photovoltaic Industry Association on October 14 to prevent "involution" and promote healthy competition [1] - The U.S. Department of Commerce announced on October 21 that it is considering partially revoking anti-dumping and countervailing duties on Chinese crystalline silicon solar cells, which has raised expectations for a turning point in the solar industry [1]