< Today's Highlights & >
On October 31, Junda shares disclosed the third quarter report of 2023, and the company's performance continued the previous high growth: in the first three quarters of this year, the company achieved operating income of 14.380 billion yuan, an increase of 93.59% over the same period last year; Net profit of 1 billion 638 million yuan, an increase of 299.21% over the same period. Since this year, with the company taking the lead in completing the large-scale production of TOPCon batteries in the industry, the moat of Junda shares has been deepening. After the successful completion of the main business transformation, Junda shares continue to break through in the field of photovoltaic cells, and its business performance continues to reach a record high.
30, Longji Green Energy released its third quarterly report for 2023. In the first three quarters of
2023, the company's revenue was 94.1 billion yuan, an increase of 8.55% over the previous year; the net profit attributable to the parent company was 11.694 billion yuan, an increase of 6.54% over the previous year; the net profit deducted from non-parent company was 11.514 billion yuan, an increase of 8.07% over the previous year.
3. The new ghost story of energy storage: There are already no orders
. Cost performance has always been the core advantage of Chinese manufacturing, especially in the more popular industries. The collective involution of the industrial chain makes the price of energy storage products fall all the way. The head company's shopping, the change of energy storage sales rules and the backlog of excess inventory are all sending a chill to the whole industry chain.
< Project Progress >
. On October 30, the Development and Reform Commission of Ulanhot responded to Proposal No.0228 of the Second Session of the Tenth CPPCC. On June 3, 2021, the Energy Bureau of the Autonomous Region issued the document "Three-year Action Plan for Decentralized Wind Power and Distributed Photovoltaic Power Generation Projects in Inner Mongolia Autonomous Region (2021-2023)", which clearly pointed out that the planning target of distributed photovoltaic power generation in Xing'an League in 2021-2023 was 0, so it could not be put on record for implementation due to the constraints of indicators; Decentralized wind power indicators have been allocated by higher energy management departments, and new projects can not be approved for implementation for the time being.
. Zhongxin Green Energy, an indirect holding subsidiary of the company, intends to establish a joint venture with Ganghua Energy Investment Co., Ltd. to develop, invest, construct, acquire, hold and operate photovoltaic power generation projects. The registered capital of the joint venture company is 200 million yuan, of which Zhongxin Green Energy contributes 130 million yuan, accounting for 65% of the shares, and Hong Kong Energy Investment contributes 70 million yuan, accounting for 35% of the shares.
3. Saiwu Technology: It is proposed to invest in the construction of projects
with an annual output of 50GW solar photoconversion film. Saiwu Technology announced on October 31 that the company signed the "Solar Photoconversion Film Project Investment Framework Agreement" with the Management Committee of Xuancheng Economic and Technological Development Zone on the same day. It is planned to build a project with an annual output of 50g W solar photoconversion film and other advanced photovoltaic cell packaging materials in Xuancheng Economic and Technological Development Zone, Anhui Province, with an investment of about 500 million yuan in the first phase of the project.