14, Junda issued a performance forecast for the first quarter of 2023. The company expects a net return of 330 million yuan to 380 million yuan in the first quarter. Year-on-year growth of 1425%-1656% .
Regarding the reasons for the sharp rise in performance, Junda said that with the company's original automotive accessories business in 2022 and the completion of the acquisition of the remaining 49% equity of Jietai Technologies, Jietai Technologies has become a 100% wholly-owned subsidiary of the company since August 2022. The company focuses on the main business of photovoltaic cells.
During the reporting period, benefiting from the growth of PV market demand and the increasing market demand for N-type products, the Company insisted on technological innovation and enhanced the competitiveness of enterprises. At the same time, with the release of N-type TOPCon production capacity in Chuzhou base, the Company achieved a substantial increase in sales revenue and profit. During the reporting period, the company's battery shipments were 4.81 GW , up 160.78% year-on-year. The P-type PERC battery is 2.31 GW, and the N-type TOPCon is 2.5G W .
Founded in 2003, Junda Co., Ltd. was originally engaged in the research and development, production and sales of automotive plastic interior and exterior accessories, covering automotive dashboards, bumpers, door guards, distribution and integration. From 2018 to 2020, the performance of Junda shares continued to lose money for three years. In June
2022, Junda completely disposed of the original automotive accessories business, and completed the acquisition of the remaining 49% equity of Shangrao Jietai at the end of July. Since then, the company has realized a thorough transformation of its main business, focusing on the main business of photovoltaic cells.
That is to say, Junda shares have been focusing on the main business of photovoltaic cells for less than a year. However, as an upstart of photovoltaic cells, Junda shares handed in a good report card last year, and its performance has been greatly reversed.
On March 16, Junda released its 2022 annual performance announcement, saying that the company achieved operating income of 11.595 billion yuan in 2022, an increase of 304.95% over the previous year, and net profit of 821 million yuan, an increase of 710.81% over the previous year. Net profit attributable to shareholders of listed companies was 717 million yuan, an increase of 501.34% over the previous year.
Today, the rise of Junda shares like a dark horse continues to 2023.
Up to now, the company has built and planned three photovoltaic cell production bases , with a planned annual capacity of 53.5G W . Specifically
: Shangrao Base. The base has an annual production capacity of 9.5G W large-size P-type PERC, with a conversion efficiency of 23.5%.
Chuzhou base. The base is planned to produce 18 GW N-type TOPCon annually. The first phase of the production line with an annual output of 8GW has been completed and put into production in the third quarter of 2022, with a product efficiency of more than 25%. The second phase of the production line with an annual output of 10GW is being commissioned and is expected to reach production in the first half of 2023.
Huai'an Base. The base is planned to have an annual production capacity of 26 GW N-type batteries, and the first phase of the production line with an annual production capacity of 13 GW has started construction at the end of 2022 and is expected to be put into operation in the second half of 2023. After the Huai'an base project is completed and put into operation, it will become one of the largest manufacturing bases of N-type solar photovoltaic cells in the world.
In the first quarter , the photovoltaic industry still maintained a high prosperity
. In the first quarter, China's photovoltaic industry continued a high prosperity trend. At present, many photovoltaic enterprises have announced the first quarter performance data, and have achieved good results.
For example, on April 14, Shuangliang Energy Conservation announced that the net profit attributable to shareholders of listed companies is expected to reach 470 million to 520 million yuan in the first quarter of 2023, an increase of 288.86% to 330.23% compared with the same period last year.
On April 13, TCL Central released the main operating data from January to March 2023. From January to March, the net profit attributable to shareholders of listed companies was about 2.2 billion to 2.4 billion yuan, an increase of about & nbsp; 68%-83%。
On April 12, Solar Energy issued a performance forecast for the first quarter of 2023. During the reporting period, the net profit attributable to shareholders of listed companies was 370 million yuan to 410 million yuan, an increase of 41.48% to 56.78% over the same period last year.
On April 10, Meichang issued a performance forecast for the first quarter of 2023, predicting that the net profit attributable to shareholders of listed companies in the first quarter of 2023 will be 370 million yuan to 400 million yuan, an increase of 29.99% to 40.53% over the same period last year.
On April 9, Tongwei, the leading photovoltaic company, disclosed its main operating data from January to March. From January to March, the company realized a net profit of about 8.3-8.7 billion yuan, an increase of about 60% -68% over the same period last year. On the afternoon of April
14, China Photovoltaic Industry Association organized a symposium on the development situation of photovoltaic industry in the first quarter of 2023. Wang Liang, deputy Secretary-General of the association, pointed out that in the first quarter of 2023, China's photovoltaic industry was running well, and the output of all links reached a new high.