Core Viewpoint - Jinyang New Energy (01121) has seen a significant stock price increase, rising over 7% and currently trading at 1.48 HKD, amid positive developments in the photovoltaic industry [1] Group 1: Company Developments - Jinyang New Energy will hold a board meeting on August 29 to approve its mid-term performance [1] - The company is collaborating with Juneng Power and Longi Green Energy to establish a joint venture aimed at upgrading four PERC production lines at Longi's Xi'an Aerospace Industrial Base to HBC production lines by September 2024 [1] - In April 2025, Jinyang New Energy will provide HBC battery patent technology rights to a joint venture between Fujian Jinshi and Yiwu Jinko, which plans to upgrade 4GW of PERC capacity to HBC capacity [1] Group 2: Industry Insights - According to Kaiyuan Securities, Aiko Solar (600732) returned to profitability in the second quarter, indicating a positive shift in the industry despite widespread losses in the photovoltaic supply chain [1] - The photovoltaic industry is expected to see a price recovery in the second half of the year as the "anti-involution" trend continues, which will further enhance the profitability of BC products [1]
金阳新能源再涨超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