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Tongwei Co.,Ltd (600438.SH): The company's current high-purity crystalline silicon production technology has been upgraded to the eighth generation "Yongxiang method."
On December 19, Gelonghui reported that Tongwei Co., Ltd (600438.SH) mentioned on the interactive platform that as a leading enterprise in the Global photovoltaic industry high-purity crystalline silicon sector, the company is a national-level enterprise technology center, highly focuses on the technological development related to the photovoltaic industry, and has a professional team that continuously and deeply tracks and analyzes, in order to maintain the company's strong technical competitive advantage. The company's current high-purity crystalline silicon production technology has been upgraded to the eighth generation 'Yongxiang Method', possessing leading industry competitive advantages in terms of single project scale, various production energy consumption, and product quality cost advantages.
Express News | Tongwei Co.,Ltd: The company's photovoltaic Business is currently still focused on the main Industry Chain links, and there are no plans to develop energy storage Business on a large scale.
Minsheng Securities: The production capacity of the photovoltaic Industry is expected to accelerate clearance. Bullish on the industry's profitability continuing to recover.
Minsight Securities released a Research Report stating that since the second half of 2024, policies have explicitly shifted direction, and the Industry is expected to accelerate the pace of supply clearance through price limits, production limits, and energy consumption control policies.
Tongwei Co.,Ltd (600438.SH): The high-purity crystalline silicon products for the Semiconductors industry have been validated by some overseas customers, achieving export supply.
On December 18, Gelonghui reported that Tongwei Co., Ltd (600438.SH) stated on the interactive platform that in recent years, the quality and cost of the company's high-purity polysilicon products continue to lead the Industry. Currently, the company's high-purity polysilicon products for the Semiconductors Industry have been verified by some overseas customers, achieving export supply; and the domestic customer verification process is also being promoted simultaneously. However, due to the characteristics of the Semiconductors Industry, it is expected that the customer verification cycle will be relatively long. Currently, the overall supply scale of the company is relatively small and does not significantly impact the company's Operation performance.
Express News | Tongwei Co.,Ltd signed a supply agreement for projects in Hungary and Poland with GPC.
Express News | The amount repurchased in A-shares this year has approached 162.3 billion yuan.
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