光伏加工设备

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光伏ETF(159857)盘中价格再创年内新高,与创业板ETF天弘(159977)双双涨超2.3%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 03:31
消息面上,据中国新闻网,2025年太原能源低碳发展论坛27日在山西太原开幕。"全球能源转型在取得 成果中不断向前迈进,光伏、风电等新能源逐步替代化石能源,获得广泛认可和支持,各国均在探索符 合自己国情的能源转型路径。"中国气候变化事务特使刘振民表示,积极应对气候变化是世界人心所 向、大势所趋,全球能源转型进程不可逆转。 湘财证券表示,2025年8月我国新增光伏装机约7.4GW,同比下降55.3%;1-8月累计新增光伏装机容量 约230.6GW,同比增长64.7%。今年6月以来我国光伏装机容量同比大幅下降,主要原因为新能源上网电 价改革导致今年下半年及以后投产项目的收益率存在不确定,引发上半年光伏大规模"抢装"从而透支下 半年装机需求。不过,从全年看,今年我国新增光伏装机容量仍有望保持较快增长。同时,随着"反内 卷"进程持续推进,各环节产品价格和企业盈利有望持续企稳回升,叠加海外市场需求保持增长和钙钛 矿等新技术逐步应用,上游光伏加工设备需求亦有望逐渐企稳复苏。建议关注"反内卷"持续推进下行业 有望逐渐企稳复苏的光伏加工设备板块。 9月29日,指数分化,创业板指拉升涨逾2.00%。热门ETF中,创业板ETF天弘 ...
8月工业利润大幅增长,关注通用设备和光伏设备:——机械行业周报(2025.09.22~2025.09.26)-20250928
Xiangcai Securities· 2025-09-28 12:07
Investment Rating - The report maintains a "Buy" rating for the machinery industry [1] Core Views - In August, China's industrial profits saw a significant year-on-year increase of 20.4%, driven by macro policies and the recovery of equipment manufacturing [3] - The photovoltaic equipment sector experienced a decline in new installations in August, with a total of approximately 7.4GW added, down 55.3% year-on-year, but cumulative installations for the first eight months still grew by 64.7% [4] - The manufacturing PMI rose by 0.1 percentage points to 49.4 in August, indicating a slight improvement in manufacturing supply and demand [5] Summary by Sections Market Performance - Over the past 12 months, the machinery industry has outperformed the CSI 300 index, with a relative return of 35.4% [2] Key Company Performance - Notable companies in the machinery sector include Changchuan Technology, which saw a weekly increase of 49.4%, and Hongsheng Co., which increased by 35.4% [13][16] Investment Recommendations - The report suggests focusing on the general automation sector, such as Haomai Technology, and the photovoltaic processing equipment sector, including Jing Sheng Machinery and Aotwei, as they are expected to benefit from the recovery in manufacturing [5]
天通股份: 天通股份关于2024年年度报告的信息披露监管问询函的回复公告
Zheng Quan Zhi Xing· 2025-07-11 16:26
Core Viewpoint - TianTong Holdings Co., Ltd. has faced significant revenue and profit declines from 2022 to 2024, primarily due to intense competition in the sapphire materials market, impacting its main business profitability [1]. Financial Performance - The company reported revenues of 4.508 billion yuan in 2022, with a continuous decline in revenue and net profit over two years, with a notable drop in profit margins [1]. - Revenue from sapphire crystal materials decreased by 13.63% in 2023 and by 4.67% in 2024, with gross profit margins dropping by 26.66 and 7.5 percentage points respectively [1]. Customer and Supplier Relationships - The company is required to disclose details about its top ten customers and suppliers over the past three years, including transaction amounts, cooperation duration, and any significant changes [2][3]. - The company must clarify whether there are any related party transactions with these customers and suppliers, providing detailed explanations of the transaction backgrounds and pricing rationality [2]. Market Dynamics - The sapphire materials business has seen a significant impact from industry supply and demand changes, competitive landscape shifts, and variations in customer structure, which have contributed to the decline in revenue and gross profit margins [2][3]. - The company is expected to provide insights into the production and sales conditions of its main products, cost structures, and raw material price fluctuations over the past three years [2].
天通股份: 天健会计师事务所(特殊普通合伙)关于天通股份2024年年度报告的信息披露监管问询函专项说明
Zheng Quan Zhi Xing· 2025-07-11 16:26
Core Viewpoint - The company, Tiantong Holdings Co., Ltd., has experienced a significant decline in revenue and net profit over the past two years, primarily due to intense competition in the sapphire material market, which has adversely affected its main business profits [1]. Group 1: Financial Performance - The company reported revenues of 4.508 billion yuan in 2022, with a continuous decline in revenue and net profit for two consecutive years [1]. - Revenue from the sapphire crystal material business decreased by 13.63% in 2023 and by 4.67% in 2024, with gross profit margins dropping by 26.66 and 7.5 percentage points, respectively [1]. Group 2: Customer and Supplier Relationships - The company is required to disclose details about its top ten customers and suppliers over the past three years, including transaction amounts, cooperation duration, and any significant changes [2]. - The company must clarify whether there are any related party transactions with these customers and suppliers, providing detailed explanations of the transaction backgrounds and pricing rationality [2]. Group 3: Market Dynamics - The sapphire materials market has faced increased competition, leading to a substantial impact on the company's profit margins [1]. - The company must analyze the production and sales situation of its main products in the sapphire materials business over the past three years, including cost structure and raw material price changes, to explain the variations in revenue, operating costs, and gross profit margins [2].
光伏行业内卷68家公司年亏257亿 工信部出手治理推动减产创新寻出路
Chang Jiang Shang Bao· 2025-07-06 22:33
Core Viewpoint - The article highlights the urgent need for the photovoltaic (PV) industry to combat "involution," characterized by excessive competition leading to low prices and reduced profitability, as emphasized by recent government meetings and industry responses [1][18]. Industry Overview - The PV industry has experienced a dramatic shift from profitability in 2023 to significant losses in 2024, with 68 PV equipment companies collectively losing approximately 257 billion yuan, compared to a profit of 993 billion yuan in 2023 [3][9]. - Major companies like Tongwei Co., Longi Green Energy, and JinkoSolar reported substantial revenues exceeding 100 billion yuan in 2023, but faced severe losses in 2024, with Longi Green Energy and TCL Zhonghuan losing 98.18 billion yuan and 86.18 billion yuan respectively [7][8]. Competitive Landscape - The industry has seen a split performance, with some segments like PV processing equipment and inverters thriving, while others, particularly silicon wafer and module manufacturers, are struggling with massive losses [3][8]. - The aggressive expansion strategies adopted by leading firms during the high-demand years of 2022 and 2023 have contributed to structural overcapacity and price declines in 2024, leading to a situation where companies are losing money even as they increase sales [10][13]. Policy and Industry Response - The government has initiated measures to regulate low-price competition and promote product quality, with the Central Financial Committee emphasizing the need for orderly market practices [1][18]. - Industry associations and companies are advocating for self-regulation and collaboration to foster a healthier market environment, with initiatives like the "Photovoltaic Industry Cooperation Initiative" signed by nine companies in 2023 [15][16]. Technological Innovation - Companies are increasingly focusing on technological advancements and innovation to improve product quality and operational efficiency, as seen with JinkoSolar's recent achievement in achieving a record conversion efficiency for its N-type solar cells [17][18].