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Triumph New Energy Sets Key AGM Agenda
Binhai Unit to Supply Gas to Triumph's New Glass Factory
Binhai Investment's (HKG:2886) joint venture Qinhuangdao Taixing Gas has secured a contract to supply natural gas to Qinhuangdao Beifang Glass' upcoming photovoltaic alumino-silicate glass factory, ac
Binhai Investment (02886.HK): Obtained the Qinhuangdao North Glass Gas Supply Project
Gelonghui, May 20, 丨 Binhai Investment (02886.HK) announced that the joint venture Qinhuangdao Taixing Natural Gas Co., Ltd. (“Taixing Company”), in which the company indirectly holds 45% of the shares through Binhai Investment (Tianjin) Co., Ltd., has obtained a project to supply natural gas to Qinhuangdao North Glass Co., Ltd. (“North Glass”) (“Qinhuangdao North Glass Project”). Beifang Glass is a wholly-owned subsidiary of Kaisheng Xinneng (600876.SH/01108.HK). It is laying out the development of the photovoltaic glass industry in North China and Northeast China. Its economy and technology in Qinhuangdao City, Hebei Province
Changes in Hong Kong stocks | Kaisheng Xinneng (01108) A shares rose or stopped, H shares rose 12%, GB200 will use glass substrates
The Zhitong Finance App learned that Kaisheng Xinneng (01108) A shares rose and stopped in the afternoon. At one point, H shares rose 12%. As of press release, they had risen 5.61% to HK$5.46, with a turnover of HK$16.0724 million. According to the news, Damo revealed that the advanced packaging process adopted by Nvidia GB200 will use glass substrates; in addition, major manufacturers such as Intel, Samsung, AMD, and Apple have all previously indicated that they will introduce or explore glass substrate chip packaging technology. According to public information, the company is a capital operation and industrial integration platform under China Building Materials Group specializing in ultra-thin glass substrate business and new energy glass business; engaged in light
Silicon Industry Branch: Polysilicon prices fall below costs and supply is expected to shrink
The Silicon Industry Branch issued an article stating that the current price of polysilicon has broken through the cash costs of all production companies, and silicon manufacturers are facing a situation where they lose money when sold.
Huatai Securities: PV equipment production capacity is already showing signs, focus on targets with strong business structure resilience and technology iteration benefits
As the penetration rate of new PV installations increases, it is expected that the growth rate of new installed capacity will gradually decline. Considering the “second-order” characteristics of equipment, downstream production expansion will slow down or even decline, but it is also expected to promote marginal improvements in the PV supply and demand pattern in all aspects of the PV industry chain and promote the clearance of production capacity in the main PV industry chain.
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104054975 : there are rooms to increase to $10
104054975 : ramping up now