On September 30, Atlas disclosed the record of investor relations activities, which showed that the company's first phase component factory in the United States is running well. The first phase of 2GW high-efficiency HJT battery factory has entered the formal production stage in July this year, and is expected to achieve full production in October, and the second phase of expansion is in progress .
Atlas said that at present, the manufacturing business in the United States is undertaken by a joint venture between the company and foreign shareholders, and the overall structure meets the current policy requirements of the United States and the eligibility for subsidies.
At the same time, in judging the expected profit reversal of the photovoltaic industry, Atlas believes that with the gradual digestion of domestic policy impact and the gradual restoration of overseas demand, global photovoltaic demand is expected to resume steady growth next year. In the short term, the supply and demand of the industry is still in the rebalancing stage , and it will take time to complete the production capacity clearance. With the continuous promotion of technological upgrading and the gradual withdrawal of inefficient production capacity, the industry is expected to return to a more rational development track after stabilization. Overall, the bottom of the industry is expected to take time to repair.
In view of the energy storage business sector, Europe and the United States have recently tightened their policies on imported energy storage equipment . Atlas believes that the implementation rules of relevant regulations are not yet clear, and the company will also respond through global layout, local capacity and compliance adjustment.
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