< Today's Highlights & >
1. Some enterprises have lost money! Wafer prices fall again! Components fall below 1 yuan, follow-up … (Click on the title to view the full text)
On October 17, the Silicon Branch announced the average price of various types of monocrystalline silicon wafers this week, and the price fell again. At the same time, the Silicon Branch said that at present, according to the current price of raw materials, the vast majority of enterprises are near the break-even point, and some enterprises with backward technology and high cost of non-silicon have lost money, so their enthusiasm for production has been weakened.
It is expected that the production of silicon wafers will be lowered again to 52-53 GW in October. At the same time, the price of photovoltaic modules fell further and entered the era of 1 yuan/W. In the initial stage of the release of new production capacity, there is still room for the price of cells and components to decline, and the price of silicon wafers and silicon materials will continue to decline.
on October 17, Inner Mongolia Securities Regulatory Bureau reported that Inner Mongolia Dongli Photovoltaic Co., Ltd. (Hereinafter referred to as: Inner Mongolia Dongli) launched IPO guidance, the guidance agency is CITIC Securities. Before the IPO, the company had been showing a low-key face, but the digital new energy DataBM. Com found that under the low-key, the strength of the enterprise can not be underestimated. Up to the time of publication, the company's polysilicon production capacity is 68000 tons, the planned production capacity is 450000 tons, in addition, 7.5G W photovoltaic modules have entered the trial production stage, and 300000 tons of nano-silicon are in the construction stage.
3. Hengdian Dongci: The net profit for the first three quarters of 2023 was about 1.65 billion yuan
. On October 19, Hengdian Dongci released its third quarter results announcement. The company's revenue for the first three quarters of 2023 was about 15.757 billion yuan, an increase of 11.56% over the same period last year; Net profit attributable to parent company was approximately RMB1.65 billion, representing a year-on-year increase of 36.6%; basic earnings per share was RMB1.02, representing a year-on-year increase of 36%. In the third quarter,
the Company achieved a revenue of RMB5.512 billion, representing a year-on-year increase of 15.9%, and a net profit attributable to parent company of RMB438 million, representing a year-on-year increase of 6.63%. By the end of June this year, the business income of Hengdian Dongci was composed of solar photovoltaic industry accounting for 66.34%, magnetic materials accounting for 17.78%, new energy batteries accounting for 9.16%, vibration devices accounting for 3.53%, and others accounting for 1.15%.
4. GCL Technology: The shipment of granular silicon in the third quarter exceeded 60,000 tons
. On the evening of October 18, GCL Technology disclosed some information about the photovoltaic materials business. In the third quarter of this year, the profit of the photovoltaic materials business of GCL Technology was 921 million yuan. The output of granular silicon is 53607 tons. Its shipments were 67607 tons, with 3,611 tons sold internally. Silicon wafer production is 15GW, and its sales volume is 15GW.
< Project Progress >
. On October 17, Shanxi Energy Bureau issued the Notice on the Competitive Allocation of Wind and Photovoltaic Power Generation Development and Construction in 2023. Start the declaration of 15.92 GW wind and solar projects. In this optimization, it is planned to arrange 15 million kilowatts of wind power and photovoltaic guaranteed grid-connected scale and 920,000 kilowatts of return scale, totaling 15.92 million kilowatts. The project is preferred to implement base scale development according to the single project not less than 100000 kilowatts, and encourage state-owned enterprises to take out 10% equity to attract private enterprises to participate.
of wind and solar projects. On October 19, Guangyu Development announced that in order to meet the capital needs of Tianjin Zhonglvdian Investment Co., Ltd. for the development and construction of new energy projects in Xinjiang region, (Hereinafter referred to as "Xinjiang Zhonglu Power Company"), a wholly-owned subsidiary, has increased its capital by 5.233 billion yuan. After the completion of this
capital increase, Xinjiang Zhonglu Power Company has increased its two wholly-owned subsidiaries, Xinjiang Dabancheng Guangheng New Energy Co., Ltd. and Fukang Luneng New Energy Co., Ltd. by 993 million yuan. The main business of Guangyu Development is the investment, development and operation of wind and solar energy, and its main products are electricity.