Xin Hua Wang·2025-08-12 05:47Core Viewpoint - The photovoltaic industry is experiencing significant growth, with multiple companies reporting substantial increases in net profit for 2023, driven by strong demand in sectors such as semiconductors and solar energy materials [1][2][4]. Group 1: Company Performance - Quartz Holdings (石英股份) expects a net profit of 4.75 billion to 5.33 billion yuan for 2023, representing a year-on-year increase of 351.44% to 406.56% [1]. - High Measurement Holdings (高测股份) anticipates a net profit of 1.44 billion to 1.48 billion yuan for 2023, reflecting a year-on-year increase of 82.6% to 87.67% [2]. - Xinbo Holdings (鑫铂股份) projects a net profit of 290 million to 340 million yuan for 2023, indicating a year-on-year growth of 54.23% to 80.83% [4]. Group 2: Industry Drivers - The rapid growth in the photovoltaic sector has led to increased demand for quartz materials, benefiting companies like Quartz Holdings, which has seen significant sales growth in both semiconductor and photovoltaic applications [1]. - High Measurement Holdings attributes its performance to the robust global demand for new photovoltaic installations, leveraging its technological advantages in cutting equipment and materials [2]. - Xinbo Holdings has expanded its production capacity and improved management efficiency, contributing to steady revenue and profit growth in the renewable energy sector [4]. Group 3: Market Trends - The photovoltaic industry is expected to face short-term challenges, including underutilization and price declines, but this may lead to a healthier competitive landscape in the long run [3]. - Companies are focusing on cost reduction and efficiency improvements to mitigate the impact of falling prices, with Xinbo Holdings emphasizing its strategy to maintain stable growth over the next 3 to 5 years [5].