On September 4, Atlas released the record of investor relations activities in August 2023. The Company shipped 6.1 GW of modules in the first quarter, representing a year-on-year increase of 69.45%, and 8.2 GW of modules in the second quarter, representing a year-on-year increase of 60.
The following are the complete questions and answers:
1. Overview of the Company's performance in the first half of the year? Module shipments in the first quarter were 6.1 GW, representing a year-on-year increase of 69.45%, and those in the second quarter were 8.2 GW, representing a year-on-year increase of 60.79%; In the first half of the year, the company's operating income was 26.10 billion yuan, an increase of 31.71% over the same period last year, including 11.83 billion yuan in the first quarter and 14.27 billion yuan in the second quarter; The net profit attributable to shareholders of listed companies in the first half of the year was 1.92 billion yuan, an increase of 321.75% over the previous year, of which the net profit in the first quarter was 920 million yuan. Net profit in the second quarter 10. During the reporting period, the contribution of the company's operating performance mainly comes from " 2. In the second quarter of this year, the net profit per watt of modules decreased compared with the first quarter, which had a certain impact on inventory impairment. If the impact of impairment is excluded, the company's net profit per watt of components in the second quarter is also good. In the third quarter of this year, there are some challenges in the net profit per watt of modules, and of course , the shipments in the third quarter will also increase .
3. We judge that the components in the fourth quarter of this year, especially the first-line components, may be in short supply .
4. The company's capacity planning for this year and next year? 4 GW, 21 GW, 50 GW and 50 GW ; It is expected that by the end of 2024, the company's production capacity of pulling rods, silicon wafers, cells and modules will reach
50.5.6 respectively
. With regard to HJT progress, the company has a 250 MW pilot production line in Jiaxing and has met the conditions for mass production, and small batches of module products will be shipped to some high-priced markets. The company is also one of the few companies in the market that provide both TOPCon and HJT component products. 7.8.9.10.26 The project reserve
of GWh mainly covers 2024 and 2025, with a small part in 2026. Meanwhile, the reserve of large storage projects has been in the process of continuous improvement. In addition, by the end of this year, the large storage capacity will be increased to more than 10 GWh.
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