TYN(SZ:000591) Ge Long Hui·2025-09-09 09:50Core Viewpoint - Rongyang Industrial (02078.HK) has not negotiated or secured any new orders with its largest customer for solar frame products since providing a quote in mid-July 2025, which may significantly impact the company's revenue and profit in the second half of 2025 [1] Group 1: Customer Dependency - The largest customer accounted for approximately 66.2% of the company's revenue for the year ending December 31, 2024, and about 65.3% for the six months ending June 30, 2025 [1] Group 2: Future Implications - The company is in contact with the customer to gather more information regarding their intentions, and the potential updates could have a major impact on the company's financial performance [1] - The specific impact will depend on various factors, including subsequent developments, communication between the company and the customer, industry dynamics, and external geopolitical factors [1]