Mei Ri Jing Ji Xin Wen·2025-11-06 23:11Group 1 - The core point of the news is that 帝科股份' subsidiary, 浙江索特, has filed a lawsuit against 浙江光达电子科技有限公司 for patent infringement, seeking 200 million yuan in damages [1] - The patent in question relates to a thick film slurry containing lead, tellurium, lithium, titanium, and oxide, which is used in semiconductor manufacturing [1] - The outcome of the lawsuit is uncertain in the short term, but a favorable ruling could lead to significant compensation and strengthen the company's market position and valuation in the long term [1] Group 2 - 晶科能源 has reported a total module shipment of 61.85 GW in the first three quarters, maintaining its position as the global leader in module shipments [2] - The company's gross margin improved by 4.77 percentage points quarter-on-quarter, marking two consecutive quarters of improvement [2] - Operating cash flow significantly improved to 2.471 billion yuan, indicating enhanced cost control and optimized profitability [2] Group 3 - 天赐材料' subsidiary, 九江天赐, has signed a long-term supply agreement with 合肥国轩, committing to supply an estimated total of 870,000 tons of electrolyte products from 2026 to 2028 [3] - This agreement secures core customer orders for the next three years, ensuring revenue stability for the company [3] - The contract reflects the company's competitive product offerings and strong position in the electrolyte market [3]