Group 1 - The core viewpoint of the article highlights the positive performance of Jinyang New Energy, which has seen its stock price increase by over 7%, currently trading at 1.48 HKD [1] - Jinyang New Energy will hold a board meeting on August 29 to approve its mid-term performance [1] - According to Kaiyuan Securities, Aiko Technology achieved profitability in the second quarter, indicating a recovery in the photovoltaic industry despite widespread losses [1] Group 2 - The article notes that the BC technology has realized excess returns, and with the ongoing "anti-involution" in the photovoltaic industry, prices along the supply chain are expected to recover in the second half of the year [1] - Jinyang New Energy plans to disclose an announcement in September 2024 regarding a joint venture with Juneng Power and Longi Green Energy to upgrade four PERC production lines at Longi's Xi'an Aerospace Industrial Base to HBC production lines [1] - Additionally, in April 2025, Jinyang New Energy will announce a joint venture with Fujian Jinshi and Yiwu Jinko to upgrade 4GW of PERC capacity to HBC capacity, with Jinyang providing the patent technology for HBC batteries [1]
港股异动 | 金阳新能源(01121)再涨超7% BC盈利拐点率先到来 公司此前授出HBC电池专利技术使用权