GOLDENSOLAR (01121) surged over 7% again, and as of press time, the stock was up 4.23% to HKD 1.48. On the news front, GOLDENSOLAR will hold a board meeting on August 29 to approve interim results. KaiYuan Securities pointed out that Aiko achieved a turnaround from losses to profitability in the second quarter. Against the backdrop of widespread losses across the main photovoltaic industry chain, the excess returns from BC technology have already materialized. Looking ahead to the second half of the year, as the photovoltaic industry continues to advance its "anti-involution" efforts, industry chain prices are expected to recover, and the profit margins for BC products will further expand.
According to reports, GOLDENSOLAR disclosed an announcement in September 2024 regarding the establishment of a joint venture with Juna Power (Juna Energy) and LONGi Green Energy to upgrade four PERC production lines at LONGi's Xi'an Aerospace Industrial Base into HBC production lines. Additionally, GOLDENSOLAR disclosed an announcement in April 2025 that Fujian Jinshi (Juna Energy) and Yiwu JinkoSolar plan to establish a joint venture to upgrade and transform 4GW of PERC capacity into HBC capacity, with GOLDENSOLAR providing HBC battery patent technology usage rights to the joint venture.
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