28, TCL Central announced its semi-annual report for 2023. In the first half of the year, the company's revenue was 34.898 billion yuan, an increase of 10.09% over the same period last year ; Net profit of 4.536 billion yuan, an increase of 55.5% over the same period. Net profit of 3.808 billion yuan, an increase of 31.28% over the same period last year. Affected by the decline in silicon prices in the first half of the year, the company's net profit growth slowed down compared with the previous two periods. In the
first quarter of this year, the company achieved a total revenue of 17.619 billion yuan, an increase of 31.80% over the same period last year, and a net profit of 2.253 billion yuan, an increase of 71.90%. According to this calculation, the total business volume of the company in the second quarter was 17.279 billion, and the net profit of the parent company was 2.283 billion, which was basically the same as that in the first quarter.
In addition, Digital New Energy DNE also noted that it had been rumored that TCL Central would make a large impairment. In this report, the company made a total impairment of 1.197 billion yuan, of which 1.194 billion yuan was for inventory depreciation impairment, accounting for 99.69% of the total impairment, compared with 229 million yuan in the same period last year. Up 421.40%.
In the first half of the year, the company realized silicon wafer revenue of 26 billion 966 million, an increase of 10.22% over the same period last year. Gross profit margin was 24.88%, representing an increase of 6.44 percentage points as compared with the corresponding period of last year.
In the field of silicon wafers, as of the end of the reporting period, the company's crystal production capacity reached 165 GW, and the market share of silicon wafers was the first in the world. In the first half of
2023, the company's production and sales scale increased by 56% compared with the same period last year, and accelerated the release of superior production capacity expansion. By the end of June 2023, the total production capacity of single crystal will be increased to 165GW , and the production capacity is expected to be further increased to 180GW by the end of 2023. During the
reporting period, the company's annual output of 25 GW high-efficiency solar ultra-thin silicon single crystal intelligent factory project (referred to as "DW Phase III") and annual output of 30GW high-purity solar ultra-thin silicon single crystal material intelligent factory project (referred to as "DW Phase IV") in Tianjin and Yixing successively reached production. In terms of
PV modules, the module business of the Company recorded a revenue of RMB5.208 billion in the first half of the year, representing a year-on-year increase of 9.34%. The gross profit margin was 12.24%, representing a year-on-year increase of 4.52 percentage points.
TCL Zhonghuan pointed out in the announcement that the company will firmly adhere to the " imbrication + G12 " dual-platform differentiated technology and product line, achieve a comprehensive iteration of "G12 + imbrication" 3.0 products, and give full play to the synergistic advantages of the industrial chain, and continue to reduce costs and increase efficiency.
At present, the Company has further improved the layout of the battery and module segment, and the production capacity of the G12 high-efficiency shingled module project in Jiangsu has reached 9 GW; the production capacity of the G12 high-efficiency shingled module project (Phase I) in Tianjin has reached 3 GW, and the implementation of the Phase II project is accelerating.
At the same time, based on the consideration of the development of the next generation of differentiated battery technology, a demonstration line of G12 battery project with an industry-leading annual capacity of automation and intelligence has been built in Jiangsu; Guangzhou 25GW Solar Cell industry 4.0 Intelligent Factory has accelerated its construction, introducing the company's G12 large-size technology advantages into the N-type TOPCon battery manufacturing process, giving full play to the industrial synergy advantages and differentiated technology path, and enhancing its comprehensive competitiveness.
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