August 23, Atlas released the first half performance announcement, the company achieved revenue of 26.105 billion yuan in the first half, an increase of 31.71% over the same period last year ; The net profit attributable to the parent company was RMB1.923 billion, representing a year-on-year increase of 321.75% ; the net profit after deduction of non-attributable profit was RMB1.725 billion, representing a year-on-year increase of 284.18%.
As for the performance growth, Atlas said that the main reason was that the company's photovoltaic module shipments increased significantly, the revenue of photovoltaic modules and system products increased year-on-year, and the comprehensive unit cost of raw materials and freight decreased . The gross profit margin increased significantly year on year, and the net profit attributable to the parent company increased significantly.
This is the first time that Atlas has issued a performance announcement since its listing on the Shanghai Stock Exchange on June 9 this year, and it has delivered such a "beautiful" result. Founded in 2009,
Atlas has been deeply engaged in the research and development of photovoltaic modules since its establishment. It is reported that since 2011, the company has become the top five global photovoltaic module shipments. In the first half of this year, Atlas sold 14.3G W photovoltaic modules to 92 countries , with the top three shipments in the Americas, China and Europe . According to
the announcement, Atlas expects to ship 8.5G W-8.7 GW of components in the third quarter of 2023 . The company's annual module shipments are expected to be 30GW-35GW. This also means that Atlas will achieve its annual shipment target of 15.7 GW-20.7 GW in the second half of the year and 7 GW-12 GW in the fourth quarter.
However, in the context of the current concerns about overcapacity in the photovoltaic industry and the downward pressure on the world economy, Atlas's goal is slightly "brave". In terms of
batteries, Atlas began to develop N-type TOPCon technology in 2019, and now has nearly 40 GW of TOPCon battery capacity using the latest equipment in Yangzhou, Suqian and Thailand factories. The mass production efficiency of TOPCon battery has reached 25.6% .
Among them, the newly planned TOPCon cell capacity of Suqian Base is 16GW, of which the first phase of 8GW has been put into operation in April this year, and the second phase of the project is under construction; The production capacity of 14 GW & nbsp; TOPCon cells in Yangzhou Base Phase I and 8 GW & nbsp; TOPCon cells in Thailand Base will also be put into operation in the second half of 2023.
At the same time, Atlas is one of the few companies that offer TOPCon batteries and components in both 210 and 182 sizes. The announcement shows that the company expects that by the end of 2023, the production capacity of TopCon cells based on 210 mm silicon wafers will total 12 GW (Yangzhou 4GW, Thailand 8GW); the production capacity of TopCon cells based on 182 mm + + silicon wafers will total 18 GW (Suqian 8GW, Yangzhou 10GW).
While rapidly increasing the production capacity of N-type TOPCon cells, the company is gradually supplementing the production capacity of front-end crystal growth and silicon wafers. It is expected that by the end of 2024, the company's production capacity of pulling rods, silicon wafers, cells and modules will reach 50GW, 60GW, 70GW and 80GW respectively.
In addition, on July 19 this year, Atlas announced that it would invest 14 billion yuan in the first phase of the photovoltaic new energy industry chain project in Hohhot, Inner Mongolia Autonomous Region. 20GW single crystal pulling rod, 40GW single crystal crucible project and annual output of 10GW slice + 10GW battery + 5GW module + 5G W new material project . (For details, click: Latest Progress! Atlas 14 Billion Project Finalized, "Shrinking" by Half?
It can be seen that, as mentioned in the announcement, Atlas has formed the production capacity of the whole industry chain of photovoltaic modules of "monocrystalline rod-silicon wafer-cell-module" .
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