Polymerization materials (688503): TOPCON and LECO silver paste accounted for a rapid increase in shipments
Polymeric materials (688503): LECO's share is rapidly increasing, and Q2 shipments are expected to increase
Polymerization materials (688503): The internal and external layout of leading PV silver paste companies is gradually taking shape
On April 15, Dongfang Wealth Securities released a research report stating that Juhe Materials (688503.SH) was rated as increasing its holdings. The main reasons for the rating include: 1) steady, moderate and upward performance, and a sharp increase in s
Polymeric Materials (688503) 2023 Annual Report Review: PV silver paste shipments exceeded 2,000 tons, and shipments of N-type products increased rapidly
Polymerization Materials (688503) In-depth Research Report: The N-type era of silver paste faucets fully benefits from the layout and upstream promotion of cost reduction and efficiency
Polymeric materials (688503): Shipments increased 46% year-on-year in 23 and are expected to fully benefit from new technology iterations in 24
Polymerization materials (688503): PV silver paste shipments increase overall layout of upstream raw material production capacity
Juhe Materials (688503) Company Brief Review Report: Strong increase in performance, LECO introduction brings new driving force
Polymeric materials (688503): Q4 performance is under pressure, new technology drives leading growth
Polymerization materials (688503): PERC production cuts and depreciation drag down performance, LECO rapidly introduces positive quantitative benefits
Juhe Materials (688503): The gradual release of performance risks is optimistic that LECO will increase its volume and drive performance back to high growth
Juhe Materials (688503) 23rd Annual Report Review: The year-on-year increase in performance in 23 years is expected to benefit LECO's volume in 24
Polymerization materials (688503): PV silver paste increases profits, and Zhengyin's leading edge accelerates growth
Polymeric Materials (688503) Company Review Report: Q4 performance is under pressure TOPCON battery paste helps the company grow
Polymerization materials (688503): N/P switching disrupts Q4 performance, LECO slurry intake and self-supply of silver powder are expected to increase profits
Polymeric materials (688503): Weakening demand for P-type slurry disrupts Q4 performance, new product iterations are expected to increase profitability
Polymeric materials (688503): 23Q4 battery disconnection silver paste is under pressure, LECO is expected to increase in March
Polymeric materials (688503): P-type silver paste price war+impairment calculation dragged down Q4 performance and N-type silver paste shipments continued to increase
Polymerization materials (688503): It is planned to repurchase 300 to 600 million yuan to accelerate the extension of employee incentive platforms
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