< Today's Highlights & >
1. The price reduction of silicon wafers leads to the loosening of the price of silicon materials (click the title to view the full text)
. On October 11, the Silicon Branch released the latest price of silicon materials this week. The highest price and average price of silicon materials this week dropped slightly. This week, the price range of domestic N-type silicon materials is 90-96,000 yuan/ton, with a month-on-month decline of 0.21%, and the price range of monocrystalline dense materials is 76-83,000 yuan/ton, with a month-on-month decline of 0.37%. The reasons are as follows. Firstly, the downstream silicon wafer enterprises continued to reduce prices , the ability to accept the price of silicon materials was weakened, and there was a tendency to reduce production by a large margin in the silicon wafer sector, and the purchase of polysilicon materials began to slow down. Secondly, the production capacity of silicon materials continued to expand . Last month, the overhaul enterprises resumed their output one after another. In addition, the new production capacity of enterprises such as Hesheng and Hongyuan was released, and the supply of silicon materials gradually increased. Thirdly, although the inventory of silicon material enterprises is at a low level, the operating rate of downstream silicon wafer enterprises is reduced and the purchasing is weakened .
. Yubang New Material issued a performance forecast for the first three quarters on October 11. It is estimated that the net profit attributable to the parent company for the first three quarters will be 105 million yuan to 130 million yuan, an increase of 38.96% -72.04% over the same period last year. After deducting non-recurring profits, net profit was 100 million to 125 million, an increase of 37.06% to 71.33% over the same period last year. In addition, the net profit attributable to shareholders of listed companies in the third quarter of 2023 is expected to be 45 million to 50 million yuan, an increase of 68.00% to 86.66% over the same period last year.
. On the evening of October 11, Solar issued a performance forecast. The company expects that the net profit attributable to shareholders of listed companies for the first three quarters of 2023 will be 1.42 billion to 1.48 billion yuan. Year-on-year growth of 21.93% -27.08%; basic earnings per share of 0.3632 yuan -0.3786 yuan. In the first half of this year, the operating income of solar energy was composed of solar power generation accounting for 55.99%, solar product manufacturing accounting for 43.88%, and others accounting for 0.12%.
< Project Progress >
On October 11, China Energy Engineering Co., Ltd. released the main operating data for the third quarter of 2023. In the third quarter, the company signed 1728 new projects with a contract value of 271.787 billion yuan, including 303 new energy and integrated smart energy projects involving 126.979 billion yuan.
In this disclosure, China Nengjian also announced the cumulative signing of new projects in 2023, including 975 new energy and integrated smart energy projects, with a total amount of 403.345 billion yuan , which has become the company's largest business.
2. The total investment is 2 billion!
On October 8, the mobilization meeting for the commencement of the fourth batch of major projects in Anhui Province in 2023 was officially held. It is understood that at the Huainan Branch of this meeting, the fourth batch of mobilization projects in Huainan City in 2023 were 83, with a total investment of 40.39 billion yuan and an annual planned investment of 4.54 billion yuan. Among them , Daorong 5GW high-efficiency photovoltaic module production project appeared as a representative project of the city. The total investment of the
project is 2 billion yuan , which is planned to be constructed in two phases, of which the first phase invests 1.5 billion yuan to build a 3GW high-efficiency photovoltaic module project . It is estimated that the annual output value will be 5.1 billion yuan; the second phase will invest 500 million yuan to build a 2G W high-efficiency photovoltaic module project , with an estimated annual output value of 3.4 billion yuan. The average investment intensity per mu is more than 7.5 million yuan, and the average tax per mu is more than 300000 yuan. The 1.5G W water photovoltaic project is planned to invest about 6.75 billion yuan, and the annual average power generation income (25-year average) is estimated to be about 620 million yuan after completion.
3. Ganjing Garden Sun Company signed a contract
of 1.25 billion yuan for the supply of photovoltaic modules on the evening of October 11. Ganjing Garden announced that its holding company, Anhui Guosheng New Energy Technology Co., Ltd., and CGN Wind Power Co., Ltd. signed the "CGN New Energy Photovoltaic Module Frame Collection (Bid 7) Photovoltaic Module Procurement Contract" from 2023 to 2024. The estimated contract price is 1.25 billion yuan, which is more than six times the company's performance last year. The estimated capacity of this
contract is 1 million kilowatts, and the reserve capacity is 1 million kilowatts, covering Shandong, Xinjiang and Hebei regions. The buyer can adjust the regions or projects covered by the framework contract according to the actual situation of the project.
Announcement was issued recently for the Roof Photovoltaic Resources Franchise Project controlled by Guangdong Enping Municipal Government. The tender announcement shows that the tenderer is Enping Development and Reform Bureau, and the authorized franchise scope is that the project construction plans to use the roof controlled by Enping Municipal Government to lay roof photovoltaic. According to the site mapping data, the roof area of the project is 448516. 87 m, and the available area is 291601. 76 m. Architectural attributes include educational buildings, government units, medical buildings, institutions and so on. The designed total installed capacity of the
project is 0.35 kW 58320, and the standard power generation is 69.7482 million kWh/year. The main construction content of this project is distributed photovoltaic power station, and the corresponding protection, monitoring, maintenance and other supporting facilities are constructed. The total investment of the
project is RMB 485,150,600 yuan, of which: the 25499 of the construction investment (excluding the franchise transfer fee) is RMB 0,400 yuan, the 21000 of the franchise transfer fee is RMB, and the loan interest during the construction period is RMB 20,160,200 yuan.
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