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爱旭太阳能申请太阳能相关专利,提升太阳能电池的产品良率
Sou Hu Cai Jing· 2025-05-02 09:45
Core Viewpoint - A group of companies, including Zhejiang Aisxu Solar Technology Co., Ltd., Shandong Aisxu Solar Technology Co., Ltd., Zhuhai Fushan Aisxu Solar Technology Co., Ltd., Tianjin Aisxu Solar Technology Co., Ltd., and Guangdong Aisxu Technology Co., Ltd., has applied for a patent related to solar cell technology aimed at improving product yield by reducing grid breakage issues [1]. Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016, located in Jinhua City, with a registered capital of 5691.89 million RMB. The company has invested in 10 enterprises, participated in 118 bidding projects, and holds 1761 patent records [2]. - **Shandong Aisxu Solar Technology Co., Ltd.**: Founded in 2023, located in Jinan City, with a registered capital of 4500 million RMB. The company has participated in 19 bidding projects and holds 84 patent records [2]. - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Established in 2021, located in Zhuhai City, with a registered capital of 4500 million RMB. The company has participated in 82 bidding projects and holds 920 patent records [2]. - **Tianjin Aisxu Solar Technology Co., Ltd.**: Founded in 2018, located in Tianjin City, with a registered capital of 1300 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1081 patent records [3]. - **Guangdong Aisxu Technology Co., Ltd.**: Established in 2009, located in Foshan City, with a registered capital of 2823.47 million RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, and holds 1659 patent records [3].
美国税率提至395%,中方果断出手,给邻国兜底
Sou Hu Cai Jing· 2025-05-02 01:57
此外,近日中国与越南签署了《中华人民共和国商务部与越南社会主义共和国工贸部关于加强产供链合作的谅解备忘 录》。双方将充分发挥双边机制的作用,鼓励两国企业通过贸易、投资和技术合作等方式,进一步加强在多领域的产供 链合作。近年来,中越经贸合作日益加深,两国的产供链逐步融合。《备忘录》的签署,将推动双方携手打造中越畅 通、稳定且富有韧性的产业链供应链,进一步深化贸易投资合作。统计数据显示,中国已连续20年保持越南最大贸易伙 伴的地位,越南也是中国西部多个省区市在东盟的第一大贸易伙伴。2024年,重庆与越南的进出口总额达397.7亿元,占 重庆与东盟外贸总额的33.8%;而广西今年一季度对越南的进出口已达706.3亿元。位于广西凭祥的友谊关口岸,已成为 中国西部乃至全国通往越南最便捷的陆路大通道之一。在这里,载满水果的货车从越南驶入中国-东盟(崇左)水果交 易中心。 近日,中国国防部长与越南国防部长潘文江共同主持了中越第九次边境国防友好交流活动。期间,潘文江参观了边防部 队、智慧口岸、学校和村庄,种植了友谊树,视频观摩了北部湾联合巡逻起航仪式,并举行了会谈。国防部长表示,在 两党两国领导人的战略引领下,两军将进一步加 ...
FTC Solar(FTCI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:30
Financial Data and Key Metrics Changes - Revenue for the first quarter of 2025 was $20.8 million, representing a 58% increase compared to the prior quarter and a 65% increase year-over-year due to higher product volumes [19] - GAAP gross loss was $3.4 million or 16.6% of revenue, improved from a gross loss of $3.8 million or 29.1% of revenue in the prior quarter [19] - Non-GAAP gross loss was $3 million or 14.4% of revenue, compared to a non-GAAP gross loss of $3.4 million or 25.6% of revenue in the prior quarter [20] - GAAP net loss was $3.8 million or $0.58 per diluted share, improved from a loss of $12.2 million or $0.96 per diluted share in the prior quarter [20] - Adjusted EBITDA loss was $9.8 million, slightly better than the top end of guidance, compared to losses of $9.8 million in the prior quarter [21] Business Line Data and Key Metrics Changes - The company has added over 6.5 gigawatts to its backlog, with agreements signed with tier one accounts [6] - The average project size of bids increased by 65% compared to a year ago, indicating a significant increase in bidding activity [11] - 1P solutions now represent 90% of all bidding activity, reflecting a shift in market demand [13] Market Data and Key Metrics Changes - Customer visits to product demonstration facilities increased by 100% and 240% over the past six and nine months, respectively, compared to the previous year [11] - Bidding volume in the first quarter was up 60% year-over-year, indicating heightened market activity [11] Company Strategy and Development Direction - The company is focused on converting backlog into sustainable growth and profitability, with a strong emphasis on expanding its 1P product line [6][9] - The company aims to achieve adjusted EBITDA breakeven on a quarterly basis within 2025, indicating a strategic focus on improving financial performance [22] - The company is actively involved in advocating for the continuation of investment tax credits and manufacturing credits, which are crucial for the solar market's growth [16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the high demand for solar generation, despite uncertainties in the market due to tariffs and permitting processes [15] - The company believes it is well-positioned in a strong growth industry with increasing interest and demand for its solutions [17] - Management noted that while there are uncertainties, the majority of the pipeline is still moving toward construction starts, with some customers waiting for clarity on tariffs [35][36] Other Important Information - The contracted backlog now stands at $482 million, reflecting the company's ability to secure significant contracts [21] - The company ended the quarter with $5.9 million in cash, not including expected proceeds from an upsized notes offering [21] Q&A Session Summary Question: Exposure to tariffs for components - Management acknowledged that there are items imported that are subject to tariffs, but the majority of the tariff costs are passed on to customers, minimizing the impact [26][27] Question: Impact of module change configurations on backlog - Management indicated that while there is movement in module configurations, they have not seen significant project shifts due to module impacts [29] Question: Percentage of projects on hold due to tariff clarity - Management noted that while there is some resequencing of projects, the majority remain on track, with flexibility built into project timelines [35][36] Question: Activity required for future project development - Management stated that development activity has not slowed, but negotiations between off-takers and project owners have paused due to tariff uncertainties [40][41] Question: Expectations for gross margin and adjusted EBITDA - Management highlighted that the company is at an inflection point, with a focus on 1P deployment driving expectations for improved margins and EBITDA [46][48]
特朗普下“死手”,祭出3521%关税狠招,王毅强硬发声,美国人听听清
Sou Hu Cai Jing· 2025-05-01 06:05
据报道,特朗普政府对东南亚四国太阳能产品祭出高额关税,柬埔寨产品关税高达3521%,震动国际市场。 这场关税风暴的源头,早在去年就已埋下。韩国韩华Qcells、美国First Solar等七家在美经营的太阳能制造商提交请愿书,声称中国 公司借东南亚向美国市场输送"不公平"廉价商品。美国太阳能制造贸易委员会更是污蔑在东南亚设厂的中企"倾销"并接受"补贴", 为关税大棒的挥出找借口。 太阳能(资料图) 细看这次关税政策,针对性极强。越南太阳能产品面临395.5%的关税,泰国为375.2%,马来西亚是34.4%,而柬埔寨因所谓"不配合 调查"被课以重税。晶科能源、天合光能、晶澳太阳能等中资背景企业,也都被单独列出征收特定关税。按流程,6月美国国际贸易 委员会将对这一决定投票,但无论结果如何,伤害已然造成。 表面上看,特朗普政府宣称此举是保护美国太阳能行业。可现实却狠狠打了脸。美国从东南亚进口太阳能产品,是实实在在的刚性 需求。美国百姓想要廉价的太阳能产品,企业需要物美价廉的原料和零部件。拜登政府时期曾推出太阳能补贴政策,要求企业在美 国国内生产电池板,可美国自身产能跟不上,依赖东南亚进口的现状难以改变。如今切断进口 ...
特朗普真疯了?3521%关税警告来袭!王毅用英文喊话只为让美国听清
Sou Hu Cai Jing· 2025-04-30 13:55
据海峡网援引路透社报道,最近特朗普政府在结束长达一年的调查后,宣布对马来西亚、柬埔寨、泰国 和越南的太阳能制造商征收高额关税。这背后的导火索,是多家在美国经营的制造商指责中国公司借东 南亚国家,向美国市场"大量投放不公平的廉价商品" 。去年4月,韩国韩华Qcells、美国First Solar等七 家企业提交请愿书,呼吁拜登政府保护他们在美国太阳能行业的投资。美国太阳能制造贸易委员会更是 污蔑在这四国设厂的中国光伏企业"涉嫌倾销"并接受"不公平的补贴",致使美国产品竞争力下降。 特朗普(资料图) 自美国政府去年发出关税威胁后,贸易情况已发生巨大变化。今年美国从马来西亚、柬埔寨、泰国和越 南的太阳能产品进口量锐减,仅为去年的一小部分,转而从老挝和印度尼西亚等国进口数量增加。这表 明美国的关税政策并不能有效阻止太阳能产品进入美国市场,反而促使贸易流向发生改变。 美国国内行业组织也对这一关税政策表示强烈批评。美国太阳能产业协会指出,关税会提高进口电池价 格,损害美国太阳能生产商的利益。彭博社也认为,该政策虽会使部分制造商受益,但会冲击长期依赖 外国供应的美国生产商,加剧太阳能行业的不确定性,扰乱全球供应链和市场 。 ...
4月30日电,美股第一太阳能股价下跌8.9%,此前公司下调了年销售额和利润前景。
news flash· 2025-04-30 13:38
智通财经4月30日电,美股第一太阳能股价下跌8.9%,此前公司下调了年销售额和利润前景。 ...
First Solar(FSLR) - 2025 Q1 - Earnings Call Transcript
2025-04-29 20:30
Financial Data and Key Metrics Changes - Q1 earnings per diluted share were $1.95, below the low end of guidance, primarily due to a higher proportion of international sales compared to U.S. sales [5][39] - Gross margin increased to 41% in Q1 from 37% in the prior quarter, driven by a higher mix of U.S. manufactured modules qualifying for Section 45X tax credits [40] - Total cash and marketable securities decreased to $900 million at the end of Q1, reflecting a decrease of $900 million from year-end [44] Business Line Data and Key Metrics Changes - The company secured net bookings of 0.6 gigawatts at a base ASP of $0.305 per watt, resulting in a contracted backlog of 66.3 gigawatts [4][35] - Q1 module sales were 2.9 gigawatts, with 1.75 gigawatts being domestically produced [39] - Approximately 32.5 gigawatts of contracted volume includes potential adjustments that could generate additional revenue of up to $600 million [36] Market Data and Key Metrics Changes - The mid to late stage bookings opportunities increased to 23.7 gigawatts, driven by demand in India from the PM Kusum initiative [37][38] - The company anticipates a shift in production from exports to the U.S. to the domestic Indian market due to new tariffs [15][55] Company Strategy and Development Direction - The company is focused on leveraging its unique profile as the only U.S. headquartered PV manufacturer of scale with a fully vertically integrated manufacturing presence [19][34] - The company plans to pivot its India facility to produce more for the domestic market in response to tariff impacts [15][55] - The company continues to advocate for maintaining key tax policies and strengthening domestic content provisions to support U.S. manufacturing [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term prospects for solar demand in the U.S., despite near-term challenges from the new tariff regime [17][33] - The company highlighted the importance of a level playing field in trade practices to ensure the sustainability of U.S. solar manufacturing [20][22] - Management noted that the uncertainty surrounding tariffs and policy changes could impact project costs and financing, leading to potential delays in shipments [50][51] Other Important Information - The company is facing challenges related to increased capital expenditure costs and production costs due to the new tariff regime [49][50] - The company has approximately 13.9 gigawatts of forward contracts for international product delivery to the U.S., with potential tariff-related risks [13][35] Q&A Session Summary Question: Outlook for bookings and impact of tariffs - Management noted increased customer engagement and momentum for bookings, but uncertainty remains regarding pricing dynamics due to tariffs and policy changes [66][70] Question: Underperformance of modules - Management confirmed that third-party reports validated root causes of production issues and corrective actions have been implemented [66][70]
Corning(GLW) - 2025 Q1 - Earnings Call Transcript
2025-04-29 12:30
Financial Data and Key Metrics Changes - Company reported a 13% year-over-year sales growth to $3.7 billion in Q1 2025, with EPS increasing by 42% to $0.54 [5][32] - Operating margin expanded by 250 basis points year-over-year to 18% [5][32] - Guidance for Q2 2025 anticipates sales of approximately $3.85 billion and EPS in the range of $0.55 to $0.59, reflecting a year-over-year EPS growth of about 21% [6][32] Business Line Data and Key Metrics Changes - Optical communications sales reached $1.4 billion, up 46% year-over-year, with net income increasing by 101% [35] - Enterprise sales grew by 106% year-over-year to $705 million, driven by demand for new Gen AI products [35] - Display segment sales were $905 million, up 4% year-over-year, with a net income margin of 26.9% [37] - Specialty materials sales increased by 10% year-over-year to $501 million, with net income growing by 68% [39] - Automotive glass sales were $440 million, down 10% year-over-year, primarily due to softness in European markets [42] Market Data and Key Metrics Changes - Company noted strong demand for US-made innovations, particularly in optical communications and solar sectors [14][26] - In the solar market, the company expects to grow from a $1 billion business in 2024 to $2.5 billion by 2028, driven by increased energy demand and favorable government policies [26][28] Company Strategy and Development Direction - The company is focused on its SpringBoard plan, aiming to add over $4 billion in annualized sales and achieve a 20% operating margin by the end of 2026 [9][51] - The strategy includes leveraging US manufacturing capabilities to mitigate tariff impacts and enhance customer relationships [10][14] - The company is also emphasizing innovation in Gen AI and solar technologies as key growth drivers [22][51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering the SpringBoard plan even in the event of a macroeconomic downturn, citing a risk-adjusted approach [9][21] - The company is seeing early signs of stronger demand for US-made products, which is expected to positively impact financial performance [14][26] - Management highlighted that the direct impact of tariffs is minimal, with proactive measures in place to optimize supply chains [8][14] Other Important Information - The company plans to invest approximately $1.3 billion in capital expenditures and expects to generate significant free cash flow [45] - Share buybacks are a priority for returning cash to shareholders, with $100 million repurchased in Q1 2025 [49][92] Q&A Session Summary Question: Pricing power in uncertain markets - Management noted successful price increases post-pandemic and indicated strong pricing power in solar and optical segments due to increased customer interest and unique product offerings [54][55] Question: Temporary capacity ramp costs - The costs associated with ramping up capacity are primarily operational rather than capital expenditures, with expectations of normalization as production scales [59][60] Question: Visibility in Gen AI orders - Recent dialogues with major hyperscaler customers reinforced growth estimates, with a focus on increasing demand for new product sets [64] Question: Supply constraints in optical segment - Management acknowledged supply constraints and indicated potential for further pricing strength in the optical segment [69][70] Question: Customer conversations regarding tariffs and recession - Management reported increasing demand for US manufacturing and long-term commitments from customers, indicating a positive outlook despite tariff uncertainties [76][78] Question: End market demand in display segment - The display market is expected to remain flat, with growth driven by increasing screen sizes and stable glass demand [87][90] Question: Aggressiveness of share buybacks - Management confirmed ongoing share buybacks while maintaining a strong balance sheet, with plans to continue this strategy [92][93]
赛伍技术(603212) - 2024年度主要经营数据公告
2025-04-29 16:06
2024 年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 苏州赛伍应用技术股份有限公司(以下简称"公司")根据上海证券交易所《上海 证券交易所上市公司自律监管指引第 3 号——行业信息披露》有关规定和披露要求,现 将 2024 年度主要经营数据披露如下: 二、 主要产品和原材料的价格变动情况 | 主要产品名称 | 2024年度 平均销售单价 | 2023年度 平均销售单价 | 变动比例 | | --- | --- | --- | --- | | | | | (%) | | | (元/平米) | (元/平米) | | | 太阳能封装胶膜 | 6.15 | 9.16 | -32.86 | | 太阳能背板 | 6.81 | 9.07 | -24.92 | 证券代码:603212 证券简称:赛伍技术 公告编号:2025-018 苏州赛伍应用技术股份有限公司 (一)主要产品价格变动情况(不含税) 特此公告。 苏州赛伍应用技术股份有限公司董事会 2025 年 4 月 30 日 一、主要产品的产量、销量及收入实现 ...
太阳能发电量突然下降或致西班牙大规模停电
news flash· 2025-04-29 12:18
智通财经4月29日电,西班牙国家电网运营服务总监普列托表示,根据现有信息,目前已排除伊比利亚 半岛大规模停电是由网络攻击、人为失误或异常天气所造成。普列托表示,太阳能发电量突然下降很可 能是造成停电的原因。 太阳能发电量突然下降或致西班牙大规模停电 ...