"Photovoltaic shovel sellers" are lamenting as the performances of the three giants in the diamond wire industry plummet | Interpretations

① This evening, the three giants of diamond wire, Yangling Metron New Material, Changsha DIALINE New Material Sci.&Tech., and Hunan Yujing Machinery collectively released performance forecasts, indicating a significant decline in performance for 2024. Regarding the performance decline, the three companies all mentioned the impacts of the cyclical adjustments in the photovoltaic Industry. ② Currently, the production of silicon wafers has not shown improvement. Looking ahead, many companies are turning their performance enhancement points towards non-photovoltaic Business.

cls.cnJan 20 23:11

The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.

① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.

cls.cnJan 9 08:02

The gross margins of the two major businesses diverge, Zhongbing Red Arrow's “Two Heavens of Ice and Fire” | Financial Report Interpretation

① The company's revenue in 2023 decreased by 8.90% year on year (after adjustment); net profit to mother increased by 1.08% year on year (after adjustment). ② The gross margin of the company's two main businesses was clearly divided. The gross margin of the superhard materials business decreased by 15.3% year on year; the gross margin of the special equipment business increased by 17.4% year on year. ③ In 2024, the company expects to achieve operating revenue of 7 billion yuan.

cls.cnApr 20, 2024 00:38

Are your parents busy doing T, losing money and making a mess? The two brothers, the chairman and general manager of the listed company plan to each be fined 800,000

① Due to the short-term transactions of their parents, Xie Moujun and Jiao Mofen, the two brothers, Chairman of Stellar Technology, and Xie Xiaolong, are each planning to be warned and fined 800,000 yuan; ② In June 2021, brothers Xie Xiaobo and Xie Xiaolong were issued a supervisory letter by the Shenzhen Stock Exchange due to Jiao Mofen's short-term transactions; ③ Xie Moujun and Jiao Mofen did not work for Stellar Technology. The average dividend rate for the past 3 years was only about 0.82%.

cls.cnApr 8, 2024 20:59

Demand for PV installed equipment is strong, and the net profit of Gaosheng Co., Ltd. increased by more than 80% last year, and it is expected that this year it will replace old production capacity and increase overseas demand

① In 2023, Gaosec's revenue was about 6.184 billion yuan, up 73.19% year on year; net profit to mother was about 1,461 billion yuan, up 85.28% year on year. ② In 2023, the company's four major sectors of photovoltaic equipment, diamond wire, silicon wafer cutting and processing services, innovative business equipment and consumables products all achieved good profits. ③ According to the industry, it is expected that Gaosec's slicing and diamond wire production capacity will continue to expand in 2024.

cls.cnMar 27, 2024 09:11

Diamond Wire shipments increased, Meichang Co., Ltd.'s profit increased in the first three quarters|Interpretation of financial reports

① In the first three quarters, Meichang Co., Ltd. achieved operating income of 3,313 billion yuan, up 35.35% year on year, and achieved net profit of 1,390 billion yuan, up 35.12% year on year; ② The total sales volume of King Kong wire in the reporting period was 92,2267 million kilometers, up 42.65% from last year, of which sales volume of tungsten wire was 8.407 million kilometers; ③ The production and self-supply rate of fine tungsten wire of related subsidiaries continued to increase.

cls.cnOct 26, 2023 20:39