Having been forced to break the contract due to the soaring price of upstream silicon materials, having repurchased and cancelled nearly 900 million shares due to performance losses, and having been punished for the disclosure of "careless" performance forecast, Aixu shares, the leader of photovoltaic cells, have experienced the most difficult year since its establishment.
Now, from the biggest loss since the establishment of the performance to the net profit increased 31 times year-on-year, the stock price rose four times in a year, Aixu shares finally ushered in the moment of reversal of the predicament. Behind the ups and downs of this photovoltaic enterprise, it has also become a microcosm of the development of China's photovoltaic industry. Shortly before the
annual performance forecast "changed face"
, Aixu shares received a warning letter from the Shanghai Regulatory Bureau for disclosing the violation of the 2021 annual performance forecast. On December 16
this year, Aixu announced that the company and its chairman and general manager Chen Gang, deputy general manager and secretary of the board of directors Shen Yu, and financial officer Xiong Guohui had received a warning letter from the Shanghai Regulatory Bureau of the China Securities Regulatory Commission due to inaccurate performance forecasts and untimely investment matters. The main
reason is that the company disclosed in January this year, "2021 Annual Performance Pre-loss Announcement" shows that it is estimated that the net profit loss of the parent company in 2021 will be about 70 million to 10 million yuan, and the net profit loss of the non-parent company will be about 200 million to 100 million yuan.
However, in April this year, the company issued a corrected performance forecast that the net profit loss in 2021 is expected to be about 140 million to 0.8 billion yuan (the loss is about 70 million yuan larger than previous forecast); The loss of net profit deducted from non-attributable parent is 295 million to 195 million yuan (the loss is about 95 million yuan larger than previous forecast). The annual report disclosed
later showed that the company realized a net loss of 126 million yuan in 2021 and a net loss of 281 million yuan after deduction.
Due to the inaccurate and incomplete disclosure of information in the company's January forecast, the above actions violated the relevant provisions of the letter.
In addition, in April last year, the company decided to invest in the establishment of Zhuhai Fushan Aixu Solar Energy Technology Co., Ltd., a wholly-owned subsidiary with registered capital of 500 million yuan.
However, in April this year, the total paid-in investment amount was 580 million yuan, accounting for 10.8% of the company's latest audited net assets, but the board of directors did not perform the review procedures and did not disclose information in time.
Therefore, based on the above two violations, the Shanghai Securities Regulatory Bureau decided to take supervision and management measures to issue warning letters to the company and the relevant responsible persons.
In view of the reasons for last year's performance loss, Aixu shares have also said that in addition to the sharp rise in upstream silicon prices, downstream profit margins have been reduced. It mainly includes the following three aspects:
the first is the supplementary payment of year-end bonus of about 32 million yuan; the second is the loss of 21 million yuan due to the limited electricity production last year; Thirdly , the amount of inventory depreciation is about 25 million yuan. After the first big loss in
2021, Aixu's performance increased significantly in the first three quarters of this year and turned losses into profits.
According to its three quarterly reports, in the first three quarters of this year, Aixu shares realized revenue of 25.828 billion yuan, up 1.3 times year-on-year; realized net profit of 1.390 billion yuan, up 31.3 times year-on-year; deducted non-net profit of 1.273 billion yuan, up 8.8 times year-on-year.
Among them, in the third quarter, the single-quarter revenue was 9.843 billion yuan, an increase of 127.31% over the same period last year, a record high for the same period; the net profit attributable to the parent company reached 794 million yuan, a double increase compared with 369 million yuan in the second quarter.
It can be seen that the performance of Aixu shares continued to improve in the first three quarters of this year, and the level of profitability increased significantly.
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