On September 30, Jingke Energy disclosed the record of investor relations activities, in view of the integration of the industrial chain and the prediction of the subsequent landing, Jingke Energy said that if the upstream capacity integration scheme of the industry was successfully landed, through the elimination of backward production capacity and the control of industry supply, the upstream capacity integration scheme of the industry would be completed. It is expected to balance the supply and demand of silicon materials and promote the price of the industrial chain to gradually return to a reasonable range.
At present, the details of the scheme have not been fully determined, and the smooth progress of the follow-up depends on the strength of policy implementation and the acceptance of the downstream market. Downstream links are also in the process of clearing through marketization, and long-term prices are expected to be gradually restored after technological progress and improvement of supply and demand structure.
The following is the full text:
1. The company's energy storage business has developed rapidly this year . How to look forward to the prosperity of the energy storage industry? What are the outstanding advantages of the company's energy storage? How about signing the bill and profit? Under the background of
domestic electricity market and European and American optical storage parity, the integration of optical storage has become the future development trend . After the cancellation of compulsory storage allocation in the domestic market, the peak-valley arbitrage space is expected to be broadened, superimposed capacity price, discharge compensation, etc., and the yield of independent energy storage projects is considerable . AI computing power centers in
the United States and other markets have stimulated the demand for electricity, and the integration of optical storage has become the mainstream. After the short-term and medium-term PPA electricity price bottomed out in the European market, the project development activity increased, and the subsequent growth is expected to be considerable . Emerging markets erupt in rotation and are policy-driven.
The company makes full use of the leading global sales and channel network of photovoltaic business to provide customers with one-stop solutions for photovoltaic storage localization. By superimposing the localized operation team, the company's component customers have high stickiness, which facilitates cross-selling of energy storage products. It can provide customized solutions in
product design, and has comparative advantages in overseas photovoltaic channels and customer relationships. At present, the company's energy storage signing situation is better, and the overseas market with higher gross profit rate has been continuously developed throughout the year, which has contributed to the marginal improvement of the company's operating profit.
2. Recent PV market demand? How about the company's production schedule and the latest component quotation?
Due to the demand for rush installation during the policy window period in the first half of the year, the overall domestic installation in the second half of the year is expected to decline significantly compared with the first half of the year, and the uncertainty of terminal yield leads to the postponement of some projects. After the announcement of the bidding results of the provincial mechanism electricity price, it may stimulate the demand at the end of the year. In overseas markets, demand in emerging markets such as India, the Middle East and Africa remained high, while demand in the European market was relatively stable but the growth rate slowed down due to the impact of policies. At
the company level , the fourth quarter production schedule remained stable, and the annual shipment target remained unchanged . The current quotation of the company's components remains stable, the backward production capacity of the superimposed industry will be gradually cleared in the future, and the overall price of the industrial chain is expected to further stabilize and recover.
3. Consideration of the company's announcement of the sale of the shares of Zhejiang Jingke New Materials, a subsidiary company? The target of the
sale is a wholly-owned subsidiary of the company, which is mainly engaged in photovoltaic paste. Recently, the company has focused on innovative alternatives to base metals, and has made key breakthroughs in technology and cost, maintaining its leading edge in the industry through priority cooperation.
This transaction will help the company focus on its main business, improve operational efficiency and reduce management costs. At the same time, we should further consolidate and strengthen the strategic cooperation with the head suppliers, broaden the technical moat and maintain the leading edge. The transaction target is small in scale and clear in payment rhythm, which will not have a significant impact on the operation of both sides, and the premium acquisition reflects confidence in the future development of related businesses.
4. Reasons for the settlement of patent litigation between the company and Longji Global? Is there any change in the company's future patent strategy?
At present, the photovoltaic industry is gradually shifting from price competition to high-quality development driven by technological innovation. As a leading enterprise in the photovoltaic industry, the company and Longji Green Energy always put technology and product innovation at the strategic core, continue to invest in research and development and actively distribute global intellectual property rights, demonstrating a high degree of recognition and long-term commitment to innovation value and intellectual property protection. Patents are one of the core assets of the company, and the company has always insisted on defending the achievements of independent innovation and actively promoting the coordinated development of the industrial chain.
5. How does the company predict the industrial chain integration plan and the subsequent landing situation? If the upstream capacity integration plan of the
industry is successfully implemented, by eliminating backward production capacity and controlling the supply of the industry, it is expected that the supply and demand of silicon materials will return to balance, and the price of the industrial chain will gradually return to a reasonable range.
At present, the details of the scheme have not been fully determined, and the smooth progress of the follow-up depends on the strength of policy implementation and the acceptance of the downstream market. Downstream links are also in the process of clearing through marketization, and long-term prices are expected to be gradually restored after technological progress and improvement of supply and demand structure.
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