< Today's Highlights & >
1. The net profit of Tianhe is 5.6 billion! Less than auxiliary material leader to earn eyeballs | Photovoltaic three-quarter forecast summary (click on the title, see the full text)
After the double holidays, the frequency of the first three quarterly reports of listed companies is gradually intensive, only after the festival, a number of 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 is someone else.
Trina Solar: The highest net profit is expected to increase by 153.9%, and Trina Solar's performance is brilliant; net profit soared by 480% -577%! Quartz shares made nearly 1.9 billion yuan in the third quarter; Dongfang Risheng: profits in the third quarter exceeded 700 million yuan, and was sentenced to pay 520 million yuan; Meichang shares: 1.4 billion yuan! The performance of Meichang shares continued to climb.
2. Jinko's component shipments in the third quarter exceeded expectations
. Jinko Energy's main business situation in the first three quarters released on the evening of October 10 showed that the company's orders in hand had exceeded the target of component shipments for the whole year of 2023. JinkoSolar has taken the lead in global layout, N-type technology and integrated production capacity. From January to September 2023, JinkoSolar achieved total module shipments of more than 52 GW, of which N-type module shipments accounted for about 57%. .
According to the semi-annual report of Jinko in 2023, the component shipment in the first half of the year was 30.8GW. According to this calculation, Jinko's component shipments in the third quarter were 21.2G W, exceeding the expectations of the semi-annual report. At the same time, in the semi-annual report, Jingke Energy expressed confidence in achieving 70-75GW annual component shipments, of which N-type is expected to account for 60%.
3. Intentionally? Dongfang Risheng's "underreport" huge contract dispute
recently, Dongfang Risheng's 520 million arbitration case was finally awarded, and there are new developments. On October 9, the Shenzhen Stock Exchange sent a letter of concern to Dongfang Risheng, requesting Dongfang Risheng to conduct self-examination and supplementary disclosure of the recently disclosed Announcement on the Company's Arbitration Award.
On September 29, Dongfang Risheng announced that the International Court of Arbitration of the International Chamber of Commerce (ICC International Court of Arbitration) had made an award (final award). The award was made to the customer's FOCUS FUTURA HOLDING PARTICIPA PARTICIPAÇÕES S. A. (Hereinafter referred to as "FOCUS") for 71.675 million US dollars, equivalent to about 514 million RMB. However, according to DNE tracking of digital new energy, Dongfang Risheng has not disclosed this dispute case before.
Project progress:
On October 11, CECEP Solar Energy issued the Feasibility Analysis Report on the Use of Funds Raised by Issuing Convertible Corporate Bonds to Non-specific Targets (Revised Draft), which raised no more than RMB 4.914 billion (including this number). The net amount after deducting the issuance fee will be used for the construction of photovoltaic power plant projects and the replenishment of working capital. According to the announcement, all the photovoltaic power station projects have completed the filing and environmental assessment procedures. Details are as follows:
On October 9, the State Power Investment Holding Company announced that it intends to establish a joint venture with Inner Mongolia Energy Power Generation Investment Group New Energy Co., Ltd., a subsidiary of Inner Mongolia Energy Group Co., Ltd., and Inner Mongolia Naoer Energy Development Co., Ltd. The registered capital of the joint venture company is 20 billion yuan. The three parties will jointly develop a new energy base in the northeastern part of the Ulan Buh Desert.
It is reported that the total new energy capacity of the project is planned to be 12 million kilowatts, including 3.5 million kilowatts of wind power and 8.5 million kilowatts of photovoltaic power. It relies on the original site of the surrounding power plant (including the nearby area) to expand and upgrade 4 million kilowatts of coal-fired power as a supporting power source. Flexible resources such as new energy storage and photothermal power generation should be allocated as a whole.
345 million! Two photovoltaic projects landed in Shanxi
on October 9, and the signing ceremony of the project of automatic photovoltaic new energy production base was solemnly held in Houma Development Zone, Shanxi Province. At the ceremony, Houma Development Zone and Jiangsu Guoqiang Transportation Group signed an investment agreement for the project of automated photovoltaic new energy production base, and Shanxi Jianbang Group and Jiangsu Guoqiang Group signed a cooperation agreement for the project of zinc-magnesium-aluminium sheet production, with a total investment of 4.5 billion yuan.
4. Indicators idle, projects do not land!
On October 11, the Hubei Development and Reform Commission issued the "Notice of Hubei Energy Bureau on Removing Some Projects from the Annual List of New Energy Construction Projects", in order to resolutely eliminate the phenomenon of idling of energy indicators and non-landing of projects. Hubei Provincial Energy Bureau organized all localities to clean up the parity projects included in the list of construction projects in 2021 and previous years, and removed four wind and solar power generation projects that did not meet the conditions for continuing construction and one centralized (shared) electrochemical energy storage power station project from the original annual list of construction projects.
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