GCL made a profit of over 5.5 billion yuan in the first half of the year, and the cost of Leshan granular silicon was close to 35 yuan/kg; the net profit of Jingao Technology increased by 182.85%; the

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1. The profit of GCL Technology in the first half of the year exceeded 5.5 billion yuan, and the cost of granular silicon in Leshan Base was close to 35 yuan/kg (click the title to view the full text)

. GCL Technology released its financial report in the first half of 2023. During the reporting period, the company achieved a revenue of 20.946 billion yuan (RMB, the same below). Year-on-year increase of 41.8%, gross profit of 8.778 billion yuan, up 23.9% year-on-year, net profit of 5.518 billion yuan. According to the financial report, thanks to the climbing of the production capacity of granular silicon and the continuous optimization and improvement of the production process, the bases of Xiexin Science and Technology continue to refresh the cost data. In July 2023, the production cost of Leshan Xiexin Granular Silicon Project was about 35.68 yuan/kg, far ahead of the industry.

2. Jingao Technology: In the first half of the year, the shipment of battery modules reached a new high, and the net profit increased by 182.85%

. Jingao Technology released its performance report on August 31. In the first half of the year, the company achieved operating income of 40.843 billion yuan, an increase of 43.47% over the same period last year; Net profit attributable to shareholders of listed companies was 4.813 billion yuan, an increase of 182.85% over the same period last year. The company said that in the first half of the year, it took advantage of its global marketing service network and brand advantages to further strengthen market development and drive the company's battery component shipments to a record high.

3. Aixu Co., Ltd.: The net profit doubled in the first half of the year, and ABC modules were shipped

in batches. Aixu Co., Ltd., a leading photovoltaic cell company, disclosed its semi-annual report for 2023 on the evening of August 30. Its operating income in the first half of this year was 16.249 billion yuan, an increase of 1.65% over the same period last year; Net profit of 1 billion 309 million yuan, an increase of 119.60% over the same period. In the second half of the year, the company's N-type ABC components will be shipped in batches, which will bring the second growth pole of the company's business performance on the basis of the original PERC battery business.

4. Longji Green Energy's revenue and profit grew, and its net profit in the second quarter was the best

in a single quarter. On the evening of August 30, the semi-annual report of 2023 disclosed by Longji Green Energy showed that in the first half of this year, the company realized business income of 64.652 billion yuan, an increase of 28.36% over the same period last year; Net profit attributable to shareholders of listed companies was 9.178 billion yuan, an increase of 41.63% over the same period last year. It is worth mentioning that in the second quarter of this year, Longji Green Energy achieved a net profit of more than 5.5 billion yuan, the best in the history of a single quarter.

Project Progress

1. The total investment is over 75.356 billion yuan!

On August 29, the People's Government of Alashan Left Banner of Inner Mongolia Autonomous Region announced the list of key construction projects in 2023, involving infrastructure construction, ecological construction, energy saving and emission reduction, major industries, agriculture and animal husbandry, and rural revitalization. There are 11 new energy projects involved. Among them, the total investment of four photovoltaic projects is 75.35618 billion yuan, with a total installed capacity of 17.199 million kilowatts (about 17.2G W). Photovoltaic key construction projects are as follows:

2. Full sprint!

On August 29, the main structure of the R & D building of Honghui New Energy Co., Ltd., a subsidiary of Huamin Co., Ltd., was capped, marking that the project construction has entered a comprehensive sprint stage. The total investment of the project is 1 billion yuan, covering an area of about 144 mu. It adopts N-type 210 semi-rod ultra-thin cutting and supporting impurity absorption technology to meet the basic demands of thinner silicon wafers and smaller tolerance for heterojunction batteries, and strives to become an advanced processing center for special silicon wafers for heterojunction batteries.

314.4 million!

Recently, the First Company of the Second Bureau of China Construction won the bid for two key photovoltaic projects in Xinjiang, namely, the 3.2 million kilowatt photovoltaic project of the 4 million kilowatt wind power and photovoltaic integration project in Nilka County and the 1 million kilowatt photovoltaic project in Kuitun City, with a total contract value of over 14.4 billion yuan. The total installed capacity is 4.2 million kilowatts.