Recently, a number of photovoltaic listed companies announced the 2022 annual performance forecast, although each enterprise belongs to different links of the photovoltaic industry chain, but all produced a beautiful report card, net profit without exception to achieve positive growth. So far, the highest annual profit is expected to reach 340.09%-374.83%!
In 2022, the photovoltaic industry was booming, and the increase in shipments of major enterprises was the main reason for the surge in performance.
In addition, the sales pull of overseas markets is also an important reason for the gratifying growth of domestic photovoltaic enterprises.
Gaoce Shares: Surge 340.09% -374.83%
Gaoce Shares (688556.sh) issued a performance forecast on the evening of December 26, predicting that the net profit attributable to the owner of the parent company in 2022 will be 760 million yuan to 820 million yuan. It is expected to increase by about 587 million yuan to about 647 million yuan, an increase of about 340.09% to 374.83%.
As a supplier of cutting equipment and cutting consumables for high hard and brittle materials in the industry, Gaoshi shares and products are mainly used in the manufacturing of silicon wafers in the photovoltaic industry.
The company announced that in 2022, the company's diamond wire completed the technological transformation of "single machine twelve lines", superimposed on the continuous progress of production technology, achieved a substantial increase in production capacity and shipments of diamond wire, continued to strengthen its position in the industry, and achieved rapid growth in operating income and net profit of the company's diamond wire.
Deye: expected to increase by 151% to 168%
Deye (605117) announced in the evening of January 9 that the net profit attributable to the owner of the parent company is expected to be 1.45 billion yuan to 1.55 billion yuan in 2022, an increase of 150.62% to 167.91% over the same period last year.
As a dark horse enterprise in the inverter sector, during the reporting period, the operating results of Deye's inverter business still maintained a trend of rapid growth, the stock market space was vast, the incremental market entered and increased rapidly, and the downstream market demand was strong; the production capacity was further released. In addition, the energy storage battery pack products have gradually matured and been put into the market, and the company's energy storage photovoltaic inverters will be shipped rapidly in the second half of the year.
Trina Solar: up 89.69% -122.68%
On January 9, Trina Solar (SH: 688599) issued a performance forecast for 2022, and the company is expected to achieve a net profit of 3.422 billion to 4.018 billion yuan, an increase of 89.69% -122.68% over the same period last year; It is estimated that the net profit attributable to the parent company will be 3.206-3.802 billion yuan, an increase of 107.17% -145.63% over the same period last year.
Trina Solar said that in 2022, the company's photovoltaic module shipments and sales revenue increased significantly compared with the previous year. In addition, through the effective control of raw material costs, shipping costs and other comprehensive costs, the company's market demand for photovoltaic products and product profitability have been further enhanced.
Otway: Expected increase of 87.15% -91.76%
On January 10, Otway (688516.sh) disclosed the 2022 annual performance pre-increase announcement, predicting that the net profit attributable to the owner of the parent company in 2022 would be 694 million yuan to 711 million yuan. Net profit attributable to owners of the parent company after deduction of non-recurring profit or loss amounted to RMB673 million to RMB690 million, representing a year-on-year increase of 106.72% to 111.97%.
In 2022, benefiting from the rapid development of the new energy industry, the company's strategic layout in the photovoltaic industry chain in the early stage was gradually reflected during the reporting period. The company's core products continue to grow at a high speed, and orders for new products are gradually increasing.
Otway's main products are multi-grid series welding machine, silicon wafer sorting machine, laser scribing machine, sintering and annealing integrated furnace/light injection annealing furnace, Czochralski single crystal furnace, module PACK line and semiconductor bonder. Compared with the same period last year, the company achieved a substantial increase in sales and profits.
Bowei Alloy: expected to increase by 68% to 89%
on the evening of January 9, Bowei Alloy (601137) announced that the net profit attributable to shareholders of listed companies in 2022 is expected to be 522 million yuan to 585 million yuan, an increase of 68.25% to 88.56%.
In 2022, the sales volume of solar modules of Bowell Alloy increased significantly year on year by relying on the high-quality service and good brand value of Bowell in the US market, resulting in the improvement of profitability and a substantial increase in net profit; the operating results of new materials business declined year on year.
Solar energy: an increase of 12% -21%
On the evening of January 9, solar energy (000591) issued a performance forecast, predicting that the net profit attributable to shareholders of listed companies in 2022 will be 1.325 billion yuan to 1.425 billion yuan, an increase of 12.21% -20.68%.
The Company focuses on the investment and operation of solar photovoltaic power plants. The main reasons for the increase in the annual results of 2022 as compared with the same period last year are as follows: firstly, the installed capacity of the Company has increased; secondly, the Company has strengthened capital management, achieved remarkable results in cost reduction and efficiency enhancement, and reduced financial costs; thirdly, the sales volume of the manufacturing segment has increased, and the profitability has been enhanced.
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