On April 6 , Follett , the leader of photovoltaic glass, announced that. Recently, the company signed the Strategic Cooperation Agreement with Zhengtai Xinneng and its 16 subsidiaries to sell photovoltaic rolled glass . The two sides agreed that Zhengtai Xinneng would purchase about 378 million square meters of photovoltaic rolled glass from Flat from July 2023 to December 2025.
The announcement shows that according to the average price of 3.2 mm photovoltaic glass (including tax) and 2.0 mm photovoltaic glass (including tax) announced by Zhuochuang Weekly Review on March 30, 2023, the total sales amount of the above-mentioned contract photovoltaic glass is estimated to be about 8.051 billion yuan (including tax). It accounts for about 52.27% of the audited main business income of Flat in 2022. Both parties agree that the actual selling price shall follow the market and be determined by both parties through monthly negotiation according to the market situation.
Flat said that the contract is a long single sales framework contract for photovoltaic glass, which is conducive to the marketing of large-size and thin-sheet photovoltaic glass products, increasing the stable sales of photovoltaic glass, and further improving the company's operating performance. The main business of the company will not rely on the counterparty because of the signing and performance of the contract, and will not affect the independence of the company's business.
Previously, the annual report of 2022 disclosed by Follett showed that in 2022, the company realized business income of 15.46 billion yuan, an increase of 77.44% over the previous year, and net profit of 2.12 billion yuan, an increase of 0.13% over the previous year. The last time
Flat signed a long sales contract supplementary agreement with Longji Green Energy Technology Co., Ltd. (Hereinafter referred to as "Longji Shares") in February 2021 to sell more than 300 million square meters of photovoltaic glass.
The agreement stipulated that Flat and its subsidiaries would provide about 317 million square meters of photovoltaic glass to 13 holding subsidiaries of Longji in 2022-2023. At that time, according to the market price, the total sales amount of the order was about 11.7 billion yuan (including tax).
Compared with the sales orders of 2021 and Longji, the sales volume of this order increased by 19.2%, about 0.61 billion square meters, but the sales amount decreased by 3.685 billion yuan . Behind the "separation" of
sales and sales is the continuous decline in the price of photovoltaic glass in the past two years.
According to Zhuochuang weekly review data, the average price of 3.2mm photovoltaic glass published on February 4, 2021 is 42 yuan per square meter (including tax) and the average price of 2.0mm photovoltaic glass is 34 yuan per square meter (including tax); The average price of 3.2mm photovoltaic glass announced on March 30,
2023 is 25.5 yuan/square meter (including tax) and the average price of 2.0mm photovoltaic glass is 18.5 yuan/square meter (including tax).
In recent years, the price of photovoltaic glass has continued to decline. Low
prices have become one of the main reasons for photovoltaic glass enterprises to "sell more and earn less". (Specific analysis can be found in the article: "Who" took "the profits of photovoltaic glass?" ）
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