Semiconductors

Tongwei Co.,Ltd

Tongwei Co., Ltd released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 12.13 B (forecast CNY 17.16 B), actual EPS CNY -0.543 (forecast CNY -0.255)

Tongwei Co., Ltd released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 19.53 B (forecast CNY 20.63 B), actual EPS CNY -0.9517 (forecast CNY -0.5994)

Tongwei Co., Ltd released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 84.13 B (forecast CNY 90.08 B), actual EPS CNY -2.1222 (forecast CNY -1.5515)

Tongwei Co., Ltd to release FY2026 Q1 earnings on April 30 After-Market BJT, forecast revenue CNY 17.16 B, EPS CNY -0.21

Tongwei Co., Ltd to Release FY2025 Earnings on April 30 After-Market (BJT), Forecast Revenue CNY 90.08 B, EPS CNY -1.5515

Equity Structure of Guanghe Qiancheng Revealed, Exploring Collaborative Opportunities in Polysilicon Industry

Tongwei Co., Ltd released FY2025 9-month earnings on October 24 During-Market (BJT), actual revenue CNY 64.6 B, actual EPS CNY -1.1706

Tongwei Co., Ltd released FY2025 Q3 earnings on October 24 During-Market (BJT), actual revenue CNY 24.09 B (forecast CNY 22.18 B), actual EPS CNY -0.0699 (forecast CNY -0.225)

Tongwei Co., Ltd to Release FY2025 Q3 Earnings on October 25 During-Market (BJT), Forecast Revenue CNY 22.18 B, EPS CNY -0.225

Tongwei Co., Ltd released FY2025 Semi-Annual earnings on August 22 After-Market (BJT), actual revenue CNY 40.51 B, actual EPS CNY -1.1007

Tongwei Co., Ltd released FY2025 Q2 earnings on August 22 After-Market (BJT), actual revenue CNY 24.58 B (forecast CNY 24.95 B), actual EPS CNY -0.5247 (forecast CNY -0.2743)

Tongwei Co., Ltd to Release FY2025 Semi-Annual Earnings on August 23, 2025 (BJT)

China's Photovoltaic Battery Shipment Rankings Reveal Industry Pressure and Challenges

Tongwei Shares Respond to Polysilicon Business Plans

Politibureau Meeting Emphasizes Curbing Unfair Competition, Polysilicon Prices Surge

Tongwei Shares Expected to Report a Loss of 4.9-5.2 Billion Yuan in First Half of 2025

Photovoltaic Industry's Anti-Inner-Rolling Action Sees Initial Success

Solar Industry Faces Overcapacity and Government Interventions

Yongxiang Shares Attracts 11 Strategic Investors with 4.916 Billion Yuan of Investment

Tongwei Co. Expected to Report a Net Loss of 4.9-5.2 Billion Yuan in First Half of 2025

600438

688599

688055

300274

688303

002506

601012

159863

Demand for solar equipment doubled in March, just as the oil crisis started.

TRINA SOLAR

Sungrow Power Supply

Daqo New Energy

Daqo Energy

Jinkosolar

JA SOLAR

XINYI SOLAR

GCLSI

Jinko Solar

LONGi

Penghua CSI Photovoltaic Industry ETF

ChinaAMC CSI Photovoltaic Industry ETF

China Merchants CSI Photovoltaic Industry ETF

Penghua SSE STAR New Energy ETF

Demand for China solar doubles

562550

515790

Polysilicon prices stabilized this week, with the average transaction price for n-type re-investment material at 35,300 yuan per ton and for n-type granular silicon at 34,300 yuan per ton, both flat compared to the previous week. Spot prices ended a two-month decline, showing signs of stabilization. Downstream inquiry activity increased; although only 2-3 companies actually signed orders, order volumes rose compared to the previous week

Wallstreetcn

ChinaAMC Green Electricity ETF

Huatai-PB CSI Photovoltaic Industry ETF

Silicon Industry Branch: Polysilicon Prices Stop Falling and Stabilize This Week

300019

603260

601908

300821

The Shanghai Composite Index rose 0.01%, the Shenzhen Component Index rose 0.7%, and the ChiNext Index rose 0.94%. Over 2,000 stocks in the market were trading higher. The silicon energy sector saw a short-lived surge, with JYT hitting the daily limit, and Tongwei Co.,Ltd, Daqo Energy, Hoshine Silicon, Dongyue, and GUIBAO TECH all rising significantly

GUIBAO TECH

Hoshine Silicon

Dongyue

China's A-share major indices turn red in the afternoon

159864

518850

The three major A-share indices all fell more than 1%, with the photovoltaic, wind power, and precious metals sectors leading the declines, and over 4,500 stocks across the market falling

Guotai CSI Photovoltaic Industry ETF

ChinaAMC Gold ETF

603759

Shares of Haitian Water Group surged by the daily limit after announcing an upgraded partnership with Tongwei Solar, the leading solar cell manufacturer. The stock closed 10% higher at CNY10.13 (USD1.47). Tongwei will prioritize purchasing silver paste from Haitian Water until 2030, while Haitian Water will enhance pricing and service. This partnership follows Haitian Water's acquisition of Heraeus' PV silver paste business for CNY502 million (USD73 million). The companies plan to co-develop new paste products for advanced solar cells, marking a significant expansion for Haitian Water in the photovoltaic materials sector.

Yicai

HAITIAN CO.,LTD.

China's Haitian Water Jumps By Limit After Deepening  Solar Cell Ties With Tongwei

RAYS

03800

The main contract for polysilicon on the Guangqi Exchange hit the limit down, reported at 35,095 yuan/ton, with a current decline of 9%

Invesco Solar ETF

Global X Solar ETF

GCL TECH

SOXX

560780

159516

562590

On March 19, the main contract for polysilicon at the Guangzhou Futures Exchange fell below 40,000 yuan/ton, closing at 38,550 yuan/ton, a decrease of 5.77%. This price is seen as the cash cost line for some companies in the polysilicon industry, indicating market pressure on high-cost production capacity. Spot market data shows that the average transaction price for N-type polysilicon feedstock is 43,200 yuan/ton, a month-on-month decline of 4.42%. Since entering March, the price of polysilicon feedstock has cumulatively dropped over 20%

iShares Semiconductor ETF

VanEck Semiconductor ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

SPDR S&P Semicon

The price of polysilicon futures has fallen below 40,000 yuan/ton

159731

00883

002490

The three major A-share indices opened slightly higher, with the Shanghai Composite Index at 4,123 points, the Shenzhen Component Index at 14,373 points, and the ChiNext Index at 3,281 points. The central parity rate of the RMB against the USD was reported at 6.8917, reaching a nearly three-year high. International oil prices continued to decline, and the three major oil companies opened lower. Shandong Molong fell by 7.8%. Tongwei Co., Ltd. plans to acquire 100% equity of Lihau Qingneng, and its shares opened 3.1% higher upon resumption. Changling Hydraulic received a tender offer to acquire 12% equity, and its shares opened 5.6% higher upon resumption

AASTOCKS

ChinaAMC CSI Petrochemical Industry ETF

CNOOC

Shandong Molong

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Changling Hydraulic

E Fund CSI Petrochemical Industry ETF

PETROCHINA

Sinopec Corp.

SHANDONG MOLONG

Bosera CSI Oil & Gas Resources Index ETF

SINOPEC CORP

The three major indices of the A-shares in Shanghai and Shenzhen opened slightly higher, the three oil giants have not stopped falling, and Shandong Molong dropped 7.8%

Liu Hanyuan, a representative of the National People's Congress and Chairman of Tongwei Group, proposed during the National Two Sessions that photovoltaic manufacturing should be included in the management of the energy industry to support the country's "dual carbon" goals. He pointed out that this management shift will promote the coordinated development of the photovoltaic industry, ensure safety and transformation, and achieve the unification of policies and regulations, while also upgrading China's energy management system

National People's Congress representative and Chairman of Tongwei Group Liu Hanyuan: Suggests including the photovoltaic manufacturing sector in energy industry management

Tongwei Co.,Ltd(600438.SH)