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通威被迫内卷
虎嗅APP· 2025-07-16 00:05
以下文章来源于妙投APP ,作者Eastland 妙投APP . 虎嗅旗下二级市场投研服务品牌,为您提供精选上市公司价值拆解,热门赛道产业链梳理 本文播客版由豆包AI播客功能自动生成 作者|Eastland 头图|AI生成 最近光伏产业有些䁔意——因为是内卷重灾区,预计会被重点"关照"。如严管低价倾销、限制扩大产 能、加速淘汰落后产能…… 根据国际能源署( IEA )统计,2024年全球新增光伏装机602GW,而中国光伏行业各环节名义产能 均超过1000GW。值得注意的是,名义产能之"名义",体现在三个方面: 第一,企业通常会高报产能,向投资人邀功、恐吓竞争对手; 第二,技术迭代造成结构性产能过剩。例如P型硅料、小尺寸硅片、PERC电池,相关产能正加速退 出市场; 第三,不具成本竞争力的产能是无效产能。 光伏行业的冬天尚未过去,但企业的表现可圈可点,例如通威股份( SH:600438 ),它2020年大 举进入组件市场,让客户感受到"背刺"。 被迫成为"内卷干将" 2015年,通威股份通过收购"永祥股份"进入硅料产业;2016年,向控股股东收购光伏电池业务。 2017年,通威股份光伏业务营收83.8亿、同比增 ...
上海应用技术大学好不好?从大飞机到芯片,商飞、中芯国际点名要
Sou Hu Cai Jing· 2025-07-02 10:08
Core Viewpoint - The rapid growth of strategic emerging industries such as new energy vehicles, integrated circuits, and photovoltaics is driving demand for advanced materials, highlighting a significant talent gap in the materials engineering sector in China [1][11]. Group 1: Industry Growth and Talent Demand - The materials industry is experiencing explosive growth due to advancements in technology and the rise of new industries, with a reported talent gap exceeding one million in high-end materials [1]. - The need for practical materials engineers capable of addressing critical issues in the industry is particularly acute, making them highly sought after [1]. Group 2: Educational Achievements - The Materials Technology Department at Shanghai Applied Technology University has evolved over 70 years, now offering three undergraduate programs, one doctoral direction, and two master's programs, achieving a ranking in the top 1% globally in ESI [3]. - The department's curriculum is closely aligned with industry needs, featuring specialized programs in materials science and engineering, composite materials, and materials physics, which cater to the demands of major industry players [5][11]. Group 3: Faculty and Resources - The department boasts a faculty of 103, with 90.3% being dual-skilled, capable of both teaching and addressing practical technical challenges, including numerous high-level talents [7]. - The educational approach includes a strong emphasis on practical experience, with partnerships with industry giants and the establishment of various practical training bases [7]. Group 4: Student Outcomes - Students from the Composite Materials and Engineering program have a 100% employment rate, with graduates successfully entering leading companies in the materials sector [9]. - The competitive environment fosters innovation, with students actively participating in competitions and achieving numerous awards, further enhancing their employability [9].
三星新材: 关于2024年度暨2025年第一季度业绩说明会召开情况的公告
Zheng Quan Zhi Xing· 2025-05-26 10:13
Core Viewpoint - The company held an earnings briefing for the fiscal year 2024 and the first quarter of 2025, addressing investor concerns and outlining its business strategies and performance [1] Group 1: Earnings Briefing Overview - The earnings briefing took place on May 26, 2025, via an online interactive platform, with key executives in attendance [1] - The company reported a revenue of 1.015 billion yuan for 2024, representing a year-on-year increase of 13.81% [6] - The net profit attributable to shareholders was -65.60 million yuan, a decline of 156.55% year-on-year [6] Group 2: Business Operations and Strategies - The company is expanding its overseas business, with 38 million yuan in revenue from exports to countries like Serbia and Russia, accounting for 3.81% of total revenue in 2024 [2] - The company is focusing on the photovoltaic glass sector, leveraging cost advantages in raw materials and energy supply to enhance competitiveness [3][4] - The company plans to increase financing channels and reduce costs to ensure healthy operations in the photovoltaic glass business [3] Group 3: Challenges and Responses - The high asset-liability ratio of the subsidiary Guohua Jintai is attributed to significant construction investments in a photovoltaic glass project, which is currently in its initial phase [2] - The company faced pressure on profit margins due to rising financial and management costs, alongside a decline in product prices post-production [4] - The company is actively working on product certifications for its photovoltaic glass products, achieving important milestones in 2024 [5] Group 4: Future Outlook - The company is optimistic about the photovoltaic glass market, anticipating growth driven by increasing global demand for renewable energy and the rising adoption of double-glass photovoltaic components [11][12] - The market for double-glass components is expected to grow, with their market share reaching 77.6% in 2024, significantly boosting the demand for photovoltaic glass [12]