Tianhe's net profit is 5.6 billion! Less than leading auxiliary materials to earn eyeballs | photovoltaic three-season forecast summary

2023-10-11 09:45:34

The performance growth rate of auxiliary materials is really too "eye-catching".

After the

double holidays, the frequency of the first three quarterly reports of listed companies is gradually intensive. Only after the festival, many photovoltaic companies have announced their performance. Among the companies that have been made public, Trina Solar can earn the most, but the most eye-catching one is someone else.

Trina Solar: The highest net profit is expected to increase by 153.9%, and Trina Solar's performance is brilliant

. On October 8, Trina Solar announced in the evening that the company expects to achieve a net profit of 4.563 billion to 5.577 billion yuan in the first three quarters of 2023, an increase of 89.94% to 132; It is expected to achieve a net profit of 4.675 billion to 5.689 billion in the same period, an increase of 08.64% to 153.

Trina Solar said that the company's shipments of photovoltaic modules, brackets, distributed systems and energy storage products have achieved significant growth, and the proportion of sales of TOPCon module products has increased significantly.

Net profit soared 480% -577%! Compared with the same period last year, it is expected to increase by 1.35 billion yuan to 16.

Benefiting from the rapid growth of demand in downstream semiconductor, photovoltaic and other industries, the company's operating performance has achieved rapid growth. The market demand for quartz materials used in the photovoltaic field increased significantly as compared with the same period last year, and both production and sales were booming . In addition, quartz materials used in semiconductors benefited from the Company's continuous certification by international semiconductor equipment manufacturers in recent years and its continuous investment in research and development over the years, and the market also expanded rapidly, and the profitability of the main products was significantly better than that of the same period. Performance

of Quartz in 2022-2023 Unit: 100 million yuan

Digital New Energy DNE found that excluding the net profit of 821 million yuan in the first quarter, the net profit in the second quarter was 16.

Dongfang Risheng: the profit in the third quarter exceeded 700 million yuan. It is estimated that the net profit attributable to shareholders of listed companies in the first three quarters of this year will be 1.2 billion yuan to 1.38 billion yuan . Year-on-year growth of 60.56% to 84.

but at the same time, The company also States that it was awarded compensation in the amount of US $71,717,500 for a contractual dispute with a client FOCUS FUTURA HOLDINGPARTICIPA, the S. A. HOLDINGPARTICIPAÇÕES. Equivalent to RMB 51,440. Click Meichang Shares: RMB 1.4 billion!"! 700 million yuan to 1.4 billion yuan, an increase of 33.23% over the same period last year. Year-on-year growth of 36.52% -39.

Among the companies that have been announced so far, factors such as lower costs and higher shipments have generally had a positive impact on the performance of component companies. At the same time, the acceleration of downstream production capacity has also led to the prosperity of the auxiliary materials industry, and the performance of the leading subdivision of Meichang shares and quartz shares has been rising steadily, especially the quartz shares, which have seen a net profit growth rate of more than three digits since last year under the shortage of quartz crucibles. All can be viewed after purchase

Correlation

Jinko is confident of achieving annual module shipments of 70-75 GW.

2023-10-11 09:55:33

The performance growth rate of auxiliary materials is really too "eye-catching".

2023-10-11 09:45:34

According to the introduction, Sichuan Qingshan Cement Building Materials Co., Ltd. was established on June 11, 2010 and renamed as Sichuan Qingshan New Materials Co., Ltd. on April 10, 2015. The nature (type) of the company is a limited liability company, with its domicile in the railway station gathering industrial park of Pengxi County, Suining City, Sichuan Province, with a total area of 58666. There are two cement production lines (pulverizers) with an annual output of 600,000 tons, both of which can be used normally.