Jiangsu Kuangshun Photosensitivity New-Material Stock (SZ:300537) Mei Ri Jing Ji Xin Wen·2026-01-08 00:53Core Viewpoint - The company remains a leading supplier in the photovoltaic BC insulation layer market, but is facing significant revenue declines in 2025 due to various market pressures [1]. Group 1: Company Performance - The company is a major supplier in the photovoltaic BC battery insulation glue sector, maintaining a strong market position [1]. - The revenue from photovoltaic BC battery insulation glue is expected to decline significantly in 2025 compared to the previous year [1]. Group 2: Market Influences - Downstream upgrades in photovoltaic BC battery processes have led to a substantial reduction in the amount of insulation glue used per gigawatt (GW) [1]. - Market sales rhythms and customer demands for cost reductions and competitive bidding from secondary suppliers are impacting the company's revenue [1].