Group 1 - The core viewpoint of the article highlights that Jinyang New Energy (01121) experienced a nearly 10% increase in early trading, currently up 8% at HKD 1.89, with a transaction volume of HKD 977,100 [1] - Changjiang Securities released a report indicating that this year's photovoltaic equipment orders are still constrained by the slowdown in industry expansion trends, but the proactive expansion by leading BC manufacturers and the relatively high value of single GW will provide order resilience [1] - It is expected that BC expansion will reach 50-60 GW this year, with a focus on the application of TOPCon+ technology and the demand for BC expansion [1] Group 2 - In September 2024, Jinyang New Energy established a joint venture with Junshi Energy and Longi Green Energy (601012) 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 announced a joint venture with Fujian Jinshi (Junshi Energy) and Yiwu Jinko to upgrade 4 GW of PERC capacity to HBC capacity, with Jinyang New Energy providing the HBC battery patent technology usage rights for the joint venture [1]
金阳新能源早盘涨近10% BC技术有望加速落地 公司此前携手隆基生产HBC电池