< Today's Highlights & >
1. National Energy Administration: In the first three quarters of 2023, photovoltaic installed capacity increased by 128.94 GW! (Click the title to view the full text)
On October 30, the National Energy Administration held a press conference to release the energy situation and the development of renewable energy in the third quarter of 2023. At the press conference, Wang Dapeng, deputy director of the Department of New and Renewable Energy, introduced the development of renewable energy in the first three quarters of 2023. In the first three quarters of
2023, the installed capacity of renewable energy increased by 172 million kilowatts , an increase of 93% over the same period last year, accounting for 76% of the newly installed capacity. Among them, hydropower installed capacity increased by 7.88 million kilowatts, wind power installed capacity increased by 33.48 million kilowatts, photovoltaic power installed capacity increased by 128.94 million kilowatts , and biomass power installed capacity increased by 2.07 million kilowatts.
2. Aixu Co., Ltd.: Gross profit margin hit a three-year high
in a single quarter. On the evening of October 30, ABC Photovoltaic Cell Company Aixu Co., Ltd. disclosed its third quarter report. As of the first three quarters of 2023, Aixu shares realized operating income of 22.617 billion yuan and net profit of 1.887 billion yuan, up 35.77% from the same period last year. In particular, in the third quarter, the Company realized operating income of RMB6.368 billion, representing a year-on-year decrease of 35.30%; net profit attributable to owners of the parent company was RMB579 million, representing a year-on-year decrease of 27.14%. Compared with the previous three quarters, the company's gross profit margin reached 24.33%, the highest in the past three years.
year-on-year on the evening of October 30. Longji Green Energy, the leading photovoltaic company, released its third quarter financial report for 2023. The company realized business income of 94.100 billion yuan in the first three quarters, an increase of 8.55% over the same period last year; In the first three quarters, the Company achieved a net profit of RMB11.694 billion, representing a year-on-year increase of 6.54%. In the third quarter, the Company achieved an operating income of RMB29.448 billion, representing a year-on-year decrease of 18.92%. In the third quarter, the Company achieved a net profit of RMB2.515 billion, representing a year-on-year decrease of 44.05%.
4. JinkoSolar: In the first three quarters, the shipment of N-type modules accounted for nearly 60%
. On the evening of October 30, JinkoSolar disclosed the third quarterly report of 2023. The company achieved a revenue of 85.1 billion yuan, an increase of 61.25% over the same period last year. The net profit was 6.35 billion yuan, an increase of 279.14% over the same period last year; Non-net profit of 6.047 billion yuan, an increase of 298.94% over the same period last year. In the third quarter, the company realized revenue of 31.47 billion yuan and net profit of 2.511 billion yuan, up 62.53% and 225.79% respectively. The company makes no secret of its optimism about TOPCon technology.
< Project progress >
1. Total investment exceeds 200 billion! 7 over 10 billion …
No matter how worried the photovoltaic industry is about the problem of "overcapacity", the pace of expansion of enterprises has not stopped! According to the incomplete statistics of digital new energy DataBM. Com, as of the date of publication, 42 projects in the photovoltaic industry have been updated in October. Among them, 17 projects were signed, 10 projects were started and 15 projects were put into operation. In addition, there is a change in the 10GW TOPCon battery project of Haitai New Energy.
Regionally, the province with the most dynamic projects in October is Anhui , with a total of 7 dynamic projects; Secondly , there are five dynamic projects in Jiangsu and Inner Mongolia , three in Gansu and Xinjiang, and two in Fujian, Shanxi and Sichuan.
261.14 million! Atlas plans to build a 5GW battery factory
in the United States on October 30. In order to further enhance the competitiveness of the company's finished components in the U.S. market and enhance the market share of the company's products, the company plans to continue to lay out overseas N-type battery capacity on the basis of investment in U.S. component capacity. Start the project plan of 5GW high-efficiency N-type cells per year in Atlas, USA, which is expected to be put into production by the end of 2025. The project is located in Jeffersonville, Indiana, USA, with a total investment of 839 million US dollars, or about 6.14 billion RMB.
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