From July 10 to 12, a large number of photovoltaic and energy storage enterprises issued a semi-annual performance pre-increase announcement for 2023.
Benefiting from the global " in the first half of 2023, the fastest growth rate was led by Yijing Optoelectronics, whose net profit in the first half of this year rose by 1255% compared with the previous period.
In addition, digital new energy DNE noted that since the first half of the year, due to the sharp decline in the prices of silicon materials and wafers, the industry's profits have been redistributed, and the related impact has been transmitted to the downstream component sector. Aikang Technologies, Yijing Optoelectronics and other enterprises have expressed that the company's profits in the first half of the year have been restored.
Yijing Optoelectronics: Net profit increased by 1086% -1255%
On July 12, Yijing Optoelectronics announced its performance forecast for the first half of 2023. It is expected that the operating income for the first half of 2023 will be about 4.4 billion yuan, an increase of about 27% over the same period last year; Net profit will increase by 256 million yuan to 296 million yuan , an increase of 1086% to 1255% over the same period; Net profit after deduction of non-profits will increase by 340 million-3 compared with the previous period.
Pret: Build the new energy sector to become the second growth pole
of performance. On July 12, Pret released the semi-annual performance pre-increase announcement for 2023. In the first half of
2023, net profit is expected to reach 200 million to 250 million , an increase of 329.76% to 437.20% over the same period last year;
The non-net profit is estimated to be 169 million to 2.19 billion. Year-on-year growth of 346.21% -478.
2. Jiangsu Haisida Power Supply Co., Ltd., a holding subsidiary of new energy business, is included in the scope of semi-annual consolidated statements. With the increase and release of Haisida's production capacity and the rapid increase of energy storage business volume, revenue and profit have achieved steady growth.
It is reported that Haisida Power Supply, founded in 1994, is a new energy enterprise specializing in the R & D, production and sales of ternary, lithium iron phosphate lithium-ion batteries and their systems. Its products are mainly used in power tools, intelligent household appliances, communications, energy storage, rail transit, aerospace and other fields. In August
2022, Plitt completed the acquisition of Haisida Power Supply 79.2022
annual report shows that Haisida achieved revenue of 1.086 billion yuan in 2022, accounting for 16% of Plitt's total revenue. The net profit is 73.4447 million yuan, accounting for 41% of the net profit deducted by Pret.
By the end of 2022, Haisida has a total capacity of 4.03 GWh/year for ternary, lithium iron phosphate and other batteries. In 2023, there will be 1.
Net profit growth 139. The company estimates that the net profit is 42 million to 63 million, an increase of 126.32% to 139.49% over the previous period; the net profit after deduction of non-profits is 33 million to 48 million, an increase of 114.44% to 121.01% over the previous period; Realized earnings per share of 0.0094 yuan-0.
." The market prices of raw materials such as silicon wafers and batteries have fallen , and the company's operating performance has increased significantly compared with the same period last year.
Jingao Technology: The growth rate of shipments in the second quarter was lower than that in the first quarter, and the annual shipment target of 60 ~ 65GW remained unchanged
. On the evening of July 11, Jingao Technology announced its performance forecast for the first half of 2023. The company is expected to achieve a profit of 4.2 billion to 4.9 billion , an increase of 146.81% to 187. Year-on-year growth of 179.33% -222.
's performance forecast, Jingao Technology also released a record of investor relations activities, which was questioned by some organizations." In view of the problem that the growth rate of shipments in the second quarter is not obvious compared with that in the first quarter, will it have an impact on the annual shipment indicators?
Shenghong Co., Ltd.: The inverter business led to a substantial increase
in revenue and net profit. On July 11, Shenghong Co., Ltd. issued a semi-annual performance forecast for 2023. In the first half of
2023, Shenghong's estimated earnings were 163 million to 196 million, an increase of 139.08% to 187.48% over the previous period; It is estimated that non-net profit of 153 million to 186 million yuan will be deducted. Year-on-year growth of 137.17% -188.
at present." Shenghong Co., Ltd. has developed multi-branch energy storage converters, integrated optical storage products and other products in the energy storage market of industry, commerce and grid side, and microgrid applications.
In 2022, the company's new energy power conversion equipment segment achieved a revenue of 256 million yuan, accounting for 17% of the total revenue.
Deye: Net profit in the first half of the year is expected to double. On the evening of July
10, inverter giant Deye announced its performance forecast for the first half of 2023.
It is estimated that the net return to the mother will be 1.3 billion to 1.38 billion in the first half of 2023, an increase of 850 million to 930 million compared with the same period last year. It
is estimated that the net profit deducted from non-profits in the first half of 2023 will be 1.425 billion to 1.505 billion yuan, an increase of 986 million to 1.066 billion yuan compared with the same period last year. Year-on-year increase of 224.46% -242.
Digital New Energy DNE noted that in the past three years, the company's overseas revenue showed explosive growth. From 2019 to 2022, the company's overseas sales were 447 million yuan, 1.262 billion yuan and 3.454 billion yuan respectively, accounting for 14.9% and 30% of the total revenue.48% and 58.
GCL Integration: Net profit increased by 219. It is estimated that the operating income in the first half of 2023 will be 5.3 billion to 5.87 billion, with a year-on-year increase of 89.35% to 109.72%; The net profit attributable to the parent company was RMB100 million to RMB120 million, representing a year-on-year increase of 166.57% to 219.89%; the net profit after deduction of non-profits increased by 277.17% to 305.14% over the previous year; Basic earnings per share 0.017 yuan-0.
In 2022, the first phase of 15GW production capacity of Hefei 60GW large-size component production base built by the company reached full production capacity, completed the systematic upgrade of 182 and 210 large-size component production capacity, and reconstructed the company's production capacity and product structure.
By the end of 2023, the company will achieve over 30GW module capacity and 10GW TOPCon battery capacity. GCL
Energy Technology Co., Ltd.: The net profit rises sharply 145. The company is expected to achieve a net profit of 750-950 million yuan, an increase of 93.68% -145.33% over the same period last year. It is expected to achieve a net profit of 250-320 million yuan, an increase of 114.15% -174.12% over the same period last year; It is expected to achieve basic earnings per share of 0.4637-0.5873 yuan per share. In the same period last year, it was 0.
, continuous energy-saving renovation and operation optimization of generating units.". During the reporting period, the energy consumption of the company's generating units decreased and the electricity price increased, and the profitability of the cogeneration units increased.
3. With the support of the national green low-carbon financial policy, the Company achieved remarkable results in adjusting the financing structure and channels and reducing financing costs. During the reporting period, the financial costs decreased year-on-year and the performance improved.
4. During the reporting period, it is estimated that the impact of non-recurring gains and losses on net profit will be approximately RMB550 million, which is mainly due to the Company's optimization of asset structure and the acquisition of gains on disposal of equity and liquidation of creditor's rights.
." The market prices of raw materials such as silicon wafers and batteries have fallen , and the company's operating performance has increased significantly compared with the same period last year. 's performance forecast, Jingao Technology also released a record of investor relations activities, which was questioned by some organizations." In view of the problem that the growth rate of shipments in the second quarter is not obvious compared with that in the first quarter, will it have an impact on the annual shipment indicators? at present." Shenghong Co., Ltd. has developed multi-branch energy storage converters, integrated optical storage products and other products in the energy storage market of industry, commerce and grid side, and microgrid applications. It is estimated that the operating income in the first half of 2023 will be 5.3 billion to 5.87 billion, with a year-on-year increase of 89.35% to 109.72%; The net profit attributable to the parent company was RMB100 million to RMB120 million, representing a year-on-year increase of 166.57% to 219.89%; the net profit after deduction of non-profits increased by 277.17% to 305.14% over the previous year; Basic earnings per share 0.017 yuan-0.
By the end of 2023, the company will achieve over 30GW module capacity and 10GW TOPCon battery capacity. GCL
Energy Technology Co., Ltd.: The net profit rises sharply 145. The company is expected to achieve a net profit of 750-950 million yuan, an increase of 93.68% -145.33% over the same period last year. It is expected to achieve a net profit of 250-320 million yuan, an increase of 114.15% -174.12% over the same period last year; It is expected to achieve basic earnings per share of 0.4637-0.5873 yuan per share. In the same period last year, it was 0.
, continuous energy-saving renovation and operation optimization of generating units.". During the reporting period, the energy consumption of the company's generating units decreased and the electricity price increased, and the profitability of the cogeneration units increased.
3. With the support of the national green low-carbon financial policy, the Company achieved remarkable results in adjusting the financing structure and channels and reducing financing costs. During the reporting period, the financial costs decreased year-on-year and the performance improved.
4. During the reporting period, it is estimated that the impact of non-recurring gains and losses on net profit will be approximately RMB550 million, which is mainly due to the Company's optimization of asset structure and the acquisition of gains on disposal of equity and liquidation of creditor's rights.
, continuous energy-saving renovation and operation optimization of generating units.". During the reporting period, the energy consumption of the company's generating units decreased and the electricity price increased, and the profitability of the cogeneration units increased. 
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