Private equity leader Gao Yi's asset holdings revealed: Deng Xiaofeng, Feng Liu, and Qiu Guolu each made moves
① Gao Yi Linshan No. 1, managed by Feng Liu, held 3 shares of Baofeng Energy, Angel Yeast, and Shanghai Jiahua at the end of last year. ② Deng Xiaofeng's holdings cover stocks such as Zijin Mining, Wanhua Chemical, China Jushi, and China Aluminum. Although his holdings in Zijin Mining have been reduced for several consecutive quarters, the market value of his holdings is still 8.707 billion yuan.
China's Jushi: Glass fiber industry with no overcapacity, company capacity utilization rate remains 100% | Direct performance
① The decline in performance in 2023 is mainly affected by the decline in product sales prices due to weakening demand; ② Currently, the new production capacity in the industry is basically manageable. The company plans to start production lines at Jiujiang and Huai'an bases in 2024; ③ the company's coarse yarn products are increasing and expanding application fields such as automotive weight reduction, wind power, and photovoltaics.
Breaking a world record! The conversion efficiency of large-scale all-perovskite photovoltaic modules in China reached 24.5%. Institutions are optimistic about investment opportunities in these three directions in the perovskite field
We learned from Nanjing University that the large-scale all-perovskite photovoltaic module developed by Professor Tan Hairen's research team at the university has achieved a new breakthrough. After testing by an authoritative international third party agency, its steady-state photoelectric conversion efficiency reached 24.5%, breaking the world record for such modules and laying the technical foundation for subsequent industrialization. The relevant paper was published in the international academic journal “Science” on February 23.
Heterogeneous “upstart” King Kong PV terminates fixed growth plans and “steps on” various financial situations where refinancing is restricted
① King Kong Photovoltaics decided to end the fixed increase in 2023. The company previously planned to raise 500 million yuan to 1,042 million yuan; ② Currently, the company is in a state of bankruptcy, bankruptcy, and continued loss of business performance. “Stampede” in various financial situations where refinancing is restricted in the “trampling” of the Securities Regulatory Commission's regulatory arrangements; ③ The company's capital gap caused by large-scale expansion of the heterogeneous industry may have widened further.
The photovoltaic sector has collectively rebounded, the price game in the industrial chain is fierce, and cost reductions have spawned expectations of installed capacity
Price cuts may become the main theme of the PV industry chain in 2023.
Sorting out individual stocks in the glass industry
At this stage, a dual oligopoly pattern has formed in China's photovoltaic glass industry, with Xinyi and Follett accounting for more than 50% of production capacity. The advantages of industry leaders are obvious, and the concentration of oligopolies may increase further.