On September 4, Atlas released a record of investor activity in August to sort out and respond to investment questions.
Among them, in response to the company's 5GW module factory in the United States, the company is building a solar " in Mesquite, Texas. It is expected that by the end of 2023, the company's production capacity of pulling rods, silicon wafers, cells and modules will reach 20.4 gigawatts, 21 gigawatts, 50 gigawatts and 50 gigawatts respectively; 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 respectively.
Main contents of investor relations activities:
1. Module shipments in the first quarter were 6.1 gigawatts, an increase of 69.45% over the same period last year, and module shipments in the second quarter were 8.2 gigawatts, an increase of 60.79% over the same period last year; 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; Net profit attributable to shareholders of the listed company in the first half of the year was RMB1.92 billion, representing a year-on-year increase of 321.75%, of which net profit in the first quarter was RMB920 million and net profit in the second quarter was RMB10. The contribution of the Company's operating results during the reporting period was mainly due to the growth of photovoltaic business. 2. In the second quarter of this year, the net profit per watt of modules decreased compared with the first quarter, and the inventory impairment had a certain impact. 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. 4.5.6 . 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 has shipped component products in small batches 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.