21, Tongwei officially released its first half earnings report. During the reporting period, the company realized business income of 74.068 billion yuan , an increase of 22.75% over the same period last year; Net profit attributable to shareholders of the listed company was 13.270 billion , representing a slight year-on-year increase of 8.56%; net profit attributable to shareholders of the listed company after deduction of non-recurring profit and loss was 12.620 billion, representing a year-on-year increase of 1.02%.
In this regard, Tongwei said that in the first half of the year, the company's photovoltaic industry continued to maintain a high-speed growth trend. At the same time, it is also facing the pressure of accelerated price decline in the industrial chain brought about by the rapid release of supply, and the feed industry is generally stable and rising. Among them, aquatic feed is still squeezed by rising raw material prices and low terminal demand. The part marked
in red is the main business of Tongwei. Source: Tongwei Photovoltaic Co.
, Ltd. During the reporting period, the company's main business layout is in the three major areas of polysilicon materials, cells, modules and photovoltaic. According to the semi-annual report, in the first half of the year, the company achieved 58.642 billion yuan in revenue from photovoltaic new energy business, an increase of 27.6% over the same period last year, and has formed more than 420000 tons of high-purity silicon production capacity, 90GW solar cell production capacity and 55GW module production capacity . In terms of
silicon materials, in the first half of the year, the company realized the full-load operation of the major production bases of silicon materials and realized the sales volume of high-purity crystalline silicon. 177,700 tons, a year-on-year increase of 64%, the domestic market share reached about 30%, and the current production cost has been reduced to & nbsp; Within 40,000 yuan/ton. At the same time, benefiting from the outbreak of downstream N-type demand, the company's sales of N-type products in the first half of the year increased by 447% year-on-year. In terms of
batteries, the company also achieved full production and sales during the reporting period, with shipments of 35.87 GW (including self-use), an increase of 65% over the same period last year, and achieved an average reduction of 16% in the non-silicon cost of monocrystalline PERC batteries compared with last year. In terms of
components, since the second half of 2022, the company has accelerated the construction of advanced production capacity of components around the three major manufacturing bases of Yancheng, Jintang and Nantong. At present, Yancheng 25 GW and Jintang 16 GW high-efficiency component projects have been put into full operation. The company's annual production capacity of components has increased to 55GW, and its shipments have entered the top ten in the world.
In terms of photovoltaic power generation business , as of the end of the reporting period, the Company had built 52 photovoltaic power stations mainly based on "integration of fishing and photovoltaic", with a cumulative installed capacity of 3.7 GW, and settled power generation in the first half of the year. 2.2 billion degrees, achieving carbon emission reduction of 1.68 million tons of carbon dioxide.
In addition to the still explosive performance, Tongwei also announced two projects with a total investment of 10 billion yuan on the same day, accelerating the realization of the company's goal of building "China's Green Silicon Valley" based on Leshan City.
Announcement I: Leshan Emeishan 16g W Rod Drawing, Slice and Cell Project
On August 21, Tongwei announced that the company intends to sign the "16g W Rod Drawing, 16g W & nbsp;" with Leshan Municipal People's Government and Leshan Emeishan Municipal People's Government. Investment Agreement for Slice and 16GW Battery Slice Project.
The announcement disclosed that the project is located in the Mount Emei Economic Development Zone of Emeishan City, and plans to build an annual output of 16GW rods, 16GW slices and 16GW batteries . The total investment is estimated to be about 10 billion yuan .
Among them, the total investment of 16GW pulling rod slice project is about 5 billion yuan, and the total investment of 16GW battery slice project is about 5 billion yuan.
The project is scheduled to be completed by the end of 2024 and reach production by the end of 2025.
Announcement 1: Leshan Wutongqiao District 16GW Rod, Slice and Cell Project
At the same time, Tongwei also signed the Investment Agreement for 16GW Rod, Slice and Cell Project with Leshan Municipal People's Government and Leshan Wutongqiao District People's Government. It is planned to build an annual output of 16GW rods, 16GW slices and 16GW cells in the photovoltaic industrial park of the new industrial base in Wutongqiao District, Leshan City . The total investment of the project is about RMB 10 billion .
Among them, the total investment of 16GW pulling rod slice project is about 5 billion yuan, and the total investment of 16GW battery slice project is about 5 billion yuan.
The project can be implemented by stages, and will be completed and put into production by the end of 2024 and reach the designed capacity by the end of 2025 under the condition that the essential factors are in place.
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