On August 29, the third day from the last day of the deadline for the release of Zhongbao, the performance of some photovoltaic enterprises in Zhongbao began to come out after a thousand calls, gathered together to engage in "group building", and put together a " and more interestingly, Hesheng Silicon Industry, which had not issued a performance forecast before, also handed in the first half of the year's answer sheet in the centralized disclosure yesterday.
As the leader of industrial silicon, in the first half of the year, it was ambitious to promote the entry of Ganquanbao 200000 tons of silicon material production capacity project, and boldly said that next year polysilicon will be sold to 70000 or 80000 yuan/ton, Hesheng Silicon Industry can still make money, but now not only the silicon material project has been delayed again and again, but also the performance and profit of the main industrial silicon and organic silicon business have come to a "double kill". On the evening
of August 29, Hesheng Silicon released its performance announcement for the first half of 2023. In the first half of the year, the company achieved operating income of 11.938 billion yuan, a year-on-year decline of 8.17%; net profit attributable to parent company of 1.782 billion yuan, a year-on-year decline of 49.71%; Basic earnings per share 1. At the same time, the net cash flow generated by the company's operating activities was-1.788 billion. Year-on-year decline 424.
During the reporting period, Influenced by the economic situation, industry and changes in market supply and demand, the prices of industrial silicon and organic silicon, the main products of the company, are gradually declining .
Facing the future, Hesheng Silicon pointed out that if domestic superior enterprises further expand their production capacity or new competitors enter the market, they may further intensify the competition in the market. The intensification of market competition may lead to large fluctuations in product prices, thereby affecting the company's profitability.
GCL Technology: beat Tongwei, revenue 20.95 billion, net profit growth of 23.9%! The gross profit was approximately RMB8,778 million, representing a year-on-year increase of 23.9%; Profit attributable to owners of the Company was approximately RMB55 . 
During the reporting period, the Company recorded polysilicon revenue of RMB11.118 billion, wafer revenue of RMB7.201 billion, processing cost revenue of RMB907 million and other revenues. 16. Digital New Energy DataBM. Com noted that, compared with the first half of 2022,
It is worth noting that, unlike other silicon companies in the market, the main product of Xiexin Technology is FBR granular silicon. After years of development, Xiexin Technology has become the world's leading enterprise in granular silicon. In the annual report of 2022, it said for the first time that it would withdraw from the field of rod silicon and stop production completely by the end of 2023. In August
this year, the company announced again that the Xuzhou base had stopped producing rod-shaped silicon in June. As disclosed in the semi-annual report of
the Company, in the first half of 2023, the Company produced approximately 111,054 metric tons of polysilicon and approximately 25,376 MW of silicon wafers, representing a year-on-year increase of 177.1% and 5.5%, respectively, of which the output of granular silicon and rod-shaped silicon in the first half of the year was approximately 82,359 metric tons and 28,695 metric tons, respectively.
At the same time, the Company's granular silicon shipments to the top three customers reached 23,000 tons, 14,500 tons and 7,900 tons respectively, accounting for about 63% of the total granular silicon shipments in the first half of the year. At present, the Company's granular silicon products have been applied to more than 90% of the monocrystalline customers in the market, and the leading enterprises have achieved 100% coverage. Hongyuan
Green Energy Co., Ltd.: The net profit of revenue declined year on year, with a dividend of 300 million yuan! 7.4 billion yuan, down 37.38% year on year; the net profit attributable to parent company was about 1.017 billion yuan, down 35.45% year on year; Basic earnings per share approx. 2.
entered the main photovoltaic industry chain from the leading photovoltaic slicing equipment, Hongyuan Green Energy took the silicon wafer business as the basis for development." With the successive production of silicon materials, batteries and components, the business layout will cover the five major sectors of "equipment + silicon materials + silicon wafers + batteries + components" .
Although the company's performance is temporarily affected by the lower prices of silicon materials and wafers, it is worth noting that Hongyuan Green Energy has maintained a much lower debt ratio than its peers.
Despite the decline in performance, the company also plans to distribute dividends to all shareholders for every 10 shares. 5. As of August 29, 2023, the total share capital of the company was 577,814,545 shares. Based on this calculation, it is proposed to distribute a total cash dividend of 317,797,999.75 yuan ( including tax, about 3.
Trina Solar: its performance doubled and its annual module shipments
increased on the evening of August 29. Trina Solar released its semi-annual report for 2023, and the company realized business income of 49.384 billion yuan, an increase of 38.21% over the same period last year; Net profit attributable to parent company was 3.54 billion yuan, an increase of 178% over the same period last year .
Second, the price reduction of silicon materials, the downward trend of shipping prices and the gradual release of the company's upstream silicon wafer production capacity have further reduced the comprehensive cost of products.
Third, the photovoltaic system sector , Trina Solar photovoltaic system business revenue in the first half of the year ushered in 12. Distributed system business shipments reached 4.5G W, an increase of 104.55% year-on-year; The shipment of stent business reached 3.3GW, representing a year-on-year increase of 83.
During the reporting period, the Company obtained a 1GW source-network-load storage project in Hainan Prefecture, Qinghai Province in the northwest region, and successfully obtained 2GW centralized project development resources in the southwest region.
King Kong Photovoltaic: Loss of 106 million in the first half of the year! 1.6 billion yuan, an increase of 62.15% over the same period; The net profit returned to the mother is about -106 million yuan, and the net profit deducted from the mother is about-106 million yuan. Basic earnings per share-0.
However, the company is still optimistic about this. The company invested in Wujiang, Suzhou 1.
At the same time, the company invested in Jiuquan, Gansu to build a new 4.8G W heterojunction that in addition to these enterprises in the main industrial chain, on the evening of the 29th, inverter enterprises Jinlang Technology and Goodway ." Photovoltaic bracket company CITIC Bo also announced the company's first half performance.
Among them, benefiting from the rapid development of photovoltaic and energy storage industries, Jinlang Technologies and Goodway both achieved year-on-year growth in revenue and profit in the first half of the year.The operating income
of Jinlang Technology in the first half of 2023 is about 3.251 billion yuan, an increase of 33.16% over the same period last year; the net profit attributable to parent company is about 627 million yuan, an increase of 57.51% over the same period last year; Basic earnings per share of 1.6 yuan, an increase of 48.
Goodway is more fierce, the first half of the operating income of about 3.814 billion yuan, an increase of 162.61%; The net profit attributable to the parent company was approximately RMB741 million, representing a year-on-year increase of 1256.
For the photovoltaic bracket segment, with the price of the industrial chain easing in the first half of the year, the operating pressure of CITIC Bo was eased. In the first half of the year, the Company achieved a revenue of RMB 1.921 billion, an increase of 33.72% over the same period of 2022; the net profit attributable to shareholders of the listed company was RMB 98 million, a loss of RMB 11.19 billion over the same period of last year.
During the reporting period, Influenced by the economic situation, industry and changes in market supply and demand, the prices of industrial silicon and organic silicon, the main products of the company, are gradually declining .
During the reporting period, the Company recorded polysilicon revenue of RMB11.118 billion, wafer revenue of RMB7.201 billion, processing cost revenue of RMB907 million and other revenues. 16. Digital New Energy DataBM. Com noted that, compared with the first half of 2022,
It is worth noting that, unlike other silicon companies in the market, the main product of Xiexin Technology is FBR granular silicon. After years of development, Xiexin Technology has become the world's leading enterprise in granular silicon. In the annual report of 2022, it said for the first time that it would withdraw from the field of rod silicon and stop production completely by the end of 2023. In August
this year, the company announced again that the Xuzhou base had stopped producing rod-shaped silicon in June. As disclosed in the semi-annual report of
the Company, in the first half of 2023, the Company produced approximately 111,054 metric tons of polysilicon and approximately 25,376 MW of silicon wafers, representing a year-on-year increase of 177.1% and 5.5%, respectively, of which the output of granular silicon and rod-shaped silicon in the first half of the year was approximately 82,359 metric tons and 28,695 metric tons, respectively.
At the same time, the Company's granular silicon shipments to the top three customers reached 23,000 tons, 14,500 tons and 7,900 tons respectively, accounting for about 63% of the total granular silicon shipments in the first half of the year. At present, the Company's granular silicon products have been applied to more than 90% of the monocrystalline customers in the market, and the leading enterprises have achieved 100% coverage. Hongyuan
Green Energy Co., Ltd.: The net profit of revenue declined year on year, with a dividend of 300 million yuan! 7.4 billion yuan, down 37.38% year on year; the net profit attributable to parent company was about 1.017 billion yuan, down 35.45% year on year; Basic earnings per share approx. 2.
Although the company's performance is temporarily affected by the lower prices of silicon materials and wafers, it is worth noting that Hongyuan Green Energy has maintained a much lower debt ratio than its peers.
Despite the decline in performance, the company also plans to distribute dividends to all shareholders for every 10 shares. 5. As of August 29, 2023, the total share capital of the company was 577,814,545 shares. Based on this calculation, it is proposed to distribute a total cash dividend of 317,797,999.75 yuan ( including tax, about 3.
Trina Solar: its performance doubled and its annual module shipments
increased on the evening of August 29. Trina Solar released its semi-annual report for 2023, and the company realized business income of 49.384 billion yuan, an increase of 38.21% over the same period last year; Net profit attributable to parent company was 3.54 billion yuan, an increase of 178% over the same period last year .
Second, the price reduction of silicon materials, the downward trend of shipping prices and the gradual release of the company's upstream silicon wafer production capacity have further reduced the comprehensive cost of products.
Third, the photovoltaic system sector , Trina Solar photovoltaic system business revenue in the first half of the year ushered in 12. Distributed system business shipments reached 4.5G W, an increase of 104.55% year-on-year; The shipment of stent business reached 3.3GW, representing a year-on-year increase of 83.
During the reporting period, the Company obtained a 1GW source-network-load storage project in Hainan Prefecture, Qinghai Province in the northwest region, and successfully obtained 2GW centralized project development resources in the southwest region.
King Kong Photovoltaic: Loss of 106 million in the first half of the year! 1.6 billion yuan, an increase of 62.15% over the same period; The net profit returned to the mother is about -106 million yuan, and the net profit deducted from the mother is about-106 million yuan. Basic earnings per share-0.
However, the company is still optimistic about this. The company invested in Wujiang, Suzhou 1.
At the same time, the company invested in Jiuquan, Gansu to build a new 4.8G W heterojunction that in addition to these enterprises in the main industrial chain, on the evening of the 29th, inverter enterprises Jinlang Technology and Goodway ." Photovoltaic bracket company CITIC Bo also announced the company's first half performance.
Among them, benefiting from the rapid development of photovoltaic and energy storage industries, Jinlang Technologies and Goodway both achieved year-on-year growth in revenue and profit in the first half of the year.The operating income
of Jinlang Technology in the first half of 2023 is about 3.251 billion yuan, an increase of 33.16% over the same period last year; the net profit attributable to parent company is about 627 million yuan, an increase of 57.51% over the same period last year; Basic earnings per share of 1.6 yuan, an increase of 48.
Goodway is more fierce, the first half of the operating income of about 3.814 billion yuan, an increase of 162.61%; The net profit attributable to the parent company was approximately RMB741 million, representing a year-on-year increase of 1256.
For the photovoltaic bracket segment, with the price of the industrial chain easing in the first half of the year, the operating pressure of CITIC Bo was eased. In the first half of the year, the Company achieved a revenue of RMB 1.921 billion, an increase of 33.72% over the same period of 2022; the net profit attributable to shareholders of the listed company was RMB 98 million, a loss of RMB 11.19 billion over the same period of last year.
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