On September 7, CITIC Bo announced the record of investor relations activities. At the performance presentation meeting, the company said that according to Wood Mackenzie Research Institute, in 2023, the new installed capacity of photovoltaic in the world will reach a record high of more than 250GW, an increase of 25% over the same period last year. With the decline in the price of upstream silicon materials, the construction of centralized ground power stations at home and abroad is accelerating. In particular, the high penetration rate of tracking stent in the international market will drive the growth of the sales scale of the company's main product tracking stent system. In the first half of 2023, the company's stent system orders in hand were about 2.966 billion yuan (tracking stent about 1.96 billion yuan, fixed stent about 1 billion yuan).
According to the company's current order reserve, including some projects that have won the bid and are under negotiation, the company's annual tracking bracket in 2023 is expected to have about 7 GW shipments. Because the bracket system has the concept of matching, the specific confirmation of revenue data should be based on finance. In 2022, the company's shipments of tracking brackets will be around 3.33 GW, and the preliminary forecast is that the shipments of trackers will double in 2023 compared with last year.
In terms of gross profit of the company's stent business, the company's stent business module realized revenue of 1.653 billion yuan, comprehensive gross profit rate of 16.40%, and gross profit level increased year on year. In the overseas market, the sales price of the company's tracking bracket system is generally higher than that in the domestic market, about RMB 0.65/watt overseas and about RMB 0.45/watt domestic (there will be differences according to the bracket system solution and component power). The gross profit margin of tracking brackets is generally higher than that of fixed brackets. The domestic centralized ground power station market uses more fixed brackets, and the penetration rate of tracking brackets in the international market is higher. The company's orders in the international market are mainly for the sale of tracking bracket systems. Relatively speaking, the large-scale market, such as India, the Middle East and Central Asia, is relatively mature in terms of competition mode and market development, and the gross profit rate of tracking stents is at a medium level. The gross profit rate of Latin America, Europe and the United States is three to six points higher than that of other regions due to their local objective factors.
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