Since July, photovoltaic companies have released their semi-annual reports one after another. For the growth or decline of each company's performance, photovoltaic companies have said that they have been affected by the price of silicon materials in the first half of the year. However, in the face of this situation, from the results, the enterprises are really "sad and happy are not interlinked".
Due to the 16 consecutive falls in the price of silicon materials in the first half of the year, the performance of silicon materials enterprises in the first half of the year has shrunk dramatically, the most representative of which is Daquan Energy, whose net profit in the first half of the year has been cut in half compared with the same period last year !
But on the other hand, due to the sharp drop in the price of silicon materials, the demand for downstream installation has been stimulated, and the profits of battery and component industries have risen sharply, such as the first half revenue of Yijing Optoelectronics of 4.365 billion yuan, a new record for the second half of the year. Net profit has increased 11 times over the same period last year ! While the enterprises in the
main industrial chain are sad and happy because of the falling and rising prices of silicon materials, the enterprises in the auxiliary materials are "making a fortune in silence" .
Quartz sand:
On August 25, Quartz released its semi-annual report for 2023. In the first half of this year, the company achieved a revenue of 3.434 billion yuan. The net profit attributable to the parent company was RMB2.431 billion, representing a year-on-year increase of 742.52% , and the net profit after deduction of non-attributable profits was RMB2.403 billion, representing a year-on-year increase of 730.18%. In the first half of this year, the revenue of photovoltaic products increased by 2.626 billion yuan, an increase of 732%.
Last year, the revenue of quartz shares was 2 billion 4 million yuan, and the net profit was 1 billion 52 million yuan. It can be seen that the net profit in the first half of this year is more than twice that of last year.
Quartz crucible: In terms of
making money, only the quartz crucible can follow the quartz sand. In the first half of
2023, Oujing Technology realized revenue of 1.455 billion yuan, an increase of 150.19% ; Net profit attributable to shareholders of listed companies was 408 million yuan, up 342.85% from 92 million yuan in the same period last year; Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 395 million yuan, an increase of 331.66% over the same period last year.
Similarly, the revenue of Oujing Technology in the first half of this year has exceeded the total revenue of last year . The profit in the first half of this year is about 1.7 times that of the whole year of last year, nearly 2 times ! In the second quarter alone, the profits of the whole year of last year have been earned in three months.
Inverter: Sunshine Power
On August 24, Sunshine Power, the leading photovoltaic inverter, announced its semi-annual report for 2023. The company achieved revenue of 28.622 billion yuan in the first half of the year, an increase of 133.06% over the same period last year; Net profit attributable to shareholders of listed companies was 4.354 billion yuan, an increase of 383.55% over the previous year.
In 2022, the company's annual revenue was 40.257 billion yuan, and its net profit was 3.593 billion yuan. Obviously, the profit in the first half of this year has far exceeded the profit in the whole year of last year.
Photovoltaic business holds up half the sky
of the enterprise Silver Paste: Suzhou Solid
Technetium On August 25, Suzhou Solid Technetium released its first half report. The report shows that in the first half of the year, the company achieved revenue of 1.714 billion yuan, an increase of 2.55% over the same period last year; net profit of 55 million yuan, a decrease of 60.63% over the same period last year; net profit of 59 million yuan, a decrease of 55.7% over the same period last year.
However, its new energy materials ( photovoltaic silver paste business ) revenue reached 1.208 billion yuan, an increase of 21.87% over the same period last year . Suzhou Solid Technetium said that during the reporting period, the company's photovoltaic paste business developed rapidly and shipments continued to rise.
Film & backplane:
according to the financial report of Foster, the leader of photovoltaic backplane in the first half of the year, the company achieved a revenue of 10.616 billion yuan in the first half of the year, an increase of 17.76% over the same period last year, and a net profit of 885 million yuan, a decrease of 16.31% over the same period last year; Net profit after deduction was 823 million yuan, down 17.82% year on year.
However, during the reporting period, the 96724 of the company's photovoltaic film shipment was 200000 square meters, an increase of 57.15% over the previous year , and the operating income was 951800 yuan. Up 18.53% year on year . The company shipped 82.9276 million square meters of photovoltaic backplanes, an increase of 46.77% over the previous year , and its operating income was 735 million yuan, an increase of 10.77% over the previous year .
Diamond line: Meichang shares
and Meichang shares semi-annual report shows that in the first half of this year, the company achieved revenue of 2.168 billion yuan, an increase of 40.96% over the same period last year; the net profit attributable to the parent company was 893 million yuan, an increase of 33.99% over the same period last year; Net profit after deduction was RMB849 million, representing a year-on-year increase of 35.97%. During the reporting period, the Company sold 57.9608 million KM of diamond wire (including 5.3277 million KM of tungsten wire), representing a year-on-year increase of 45.02%, and realized an operating income of RMB2.168 billion, representing a year-on-year increase of 40.96%.
Meichang is principally engaged in the research and development, production and sales of electroplated diamond wires. At present, it is mainly used for cutting high-value hard and brittle materials such as photovoltaic crystalline silicon.
Photovoltaic glass : Flat
's report for the first half of 2023 showed that the company achieved revenue of 9.678 billion yuan in the first half of the year, an increase of 32.5% over the same period last year; The net profit attributable to the parent company was RMB1.085 billion, representing a year-on-year increase of 8.19%; the net profit after deduction of non-attributable profit was RMB1.07 billion, representing a year-on-year increase of 9.73%.
Flat is a leading glass manufacturer in China, and photovoltaic glass is the company's main product. The revenue contribution of photovoltaic glass in 2020, 2021 and 2022 was 83.98%, 82.11% and 88.49%, respectively. In the first half of this year, photovoltaic glass revenue directly accounted for 90.79% .
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