September 19, Aixu shares in the disclosure of the reception of investor research information shows that the company is currently in hand orders of about 15GW, has been scheduled to the first half of 2027. In the first half
of 2026, Aixu shares achieved sales of about 9.4G W , of which the second quarter increased by about 30% compared with the first quarter . In the second half of the year, ABC that the overseas shipments of ABC components accounted for more than 55%, and the proportion is expected to continue to increase in the second half of the year.". In the European residential installation scenario with the highest value of component products, the market share of ABC components exceeds 20%.
In terms of capacity construction, Aixu shares said that the first 3GW module production capacity of Jinan Base has been fully put into operation, and some production lines of supporting battery production capacity have been put into operation one after another and gradually began to climb the production capacity, which is expected to be fully completed and put into use in the fourth quarter.
In addition, the company has started the technical transformation of PERC production line in Yiwu Base and TOPCon production line in Chuzhou Base to ABC battery production line. In the second half of the year, the technical transformation of production lines has been completed and entered the stage of commissioning and trial production climbing. The Yiwu technical transformation project has entered the final stage and will provide substantial business assistance in the fourth quarter; the Chuzhou technical transformation project is expected to be put into operation in the fourth quarter and will provide business assistance from next year.
On the other hand, the Company also carried out preliminary technical transformation plan planning for the remaining traditional battery production capacity, and will start technical upgrading at an appropriate time after the relevant business planning and technical transformation plan are clear, which will further supplement the scale of the Company's advanced ABC battery production capacity, enhance the delivery capacity and operating profit of the Company's ABC products.
The following is the full text:
Question 1: What is the current customer demand for ABC components? Is there a significant increase in overseas demand? Based on the continuous improvement of the competitiveness of ABC component products, as well as the continuous strong purchasing demand of customers in various terminal scenarios and different regions at home and abroad, the company will also actively respond to high-quality customers and orders, lay out more regions and customers with greater market space and commercial value, and bring continuous improvement of product value to customers.
Question 2: What is the yield climbing situation of the company's Jinan base? Up to now, the production capacity of 3GW modules in the first phase of Jinan Base has been fully put into operation, and some production lines of supporting battery production capacity have been put into operation one after another and gradually started to climb the production capacity, which is expected to be fully completed and put into use in the fourth quarter.
Question 3: What is the growth trend of ABC component shipments in the first half of the year?
Question 4: When will Yiwu and Chuzhou be shipped for mass production? The Yiwu technical transformation project has entered the final stage and will provide substantial business assistance in the fourth quarter; the Chuzhou technical transformation project is expected to be put into operation in the fourth quarter and will provide business assistance from next year. On the other hand, the Company also carried out preliminary technical transformation plan planning for the remaining traditional battery production capacity, and will start technical upgrading at an appropriate time after the relevant business planning and technical transformation plan are clear, which will further supplement the scale of the Company's advanced ABC battery production capacity, enhance the delivery capacity and operating profit of the Company's ABC products.
Question 5: How efficient is the company's latest generation of components? The company's latest fourth-generation BC product technology has been developed, with a maximum conversion efficiency of 26%, and will be gradually introduced into the mass production line and start delivery, striving to create greater product value for customers.
Question 6: What is the proportion of overseas sales of components this year? According to different scenarios, the company provides customers with higher differentiated product value, achieves win-win situation through value sharing, and continuously improves the market recognition of ABC components. In the first half of 2026, the company strengthened its overseas sales business layout, deeply cultivated overseas high-value markets such as Europe, Australia, Japan and South Korea, Central and East Africa, and the proportion of ABC components in overseas shipments reached more than 55%, and is expected to continue to increase in the second half of the year.
Question 7: Some enterprises have also started to lay out and plan to sell BC components. What is the impact on ABC business? On the other hand, the company deeply agrees with the guidance documents such as "Opinions on Further Strengthening the Protection of Intellectual Property Rights in the Photovoltaic Industry" jointly issued by the Ministry of Industry and Information Technology and the Intellectual Property Department, and firmly practices and agrees that intellectual property rights are the key lever to drive the development of the industry, leveraging the industry from "price involution" to "technology winning", and reshaping the healthy development ecology. The company encourages technological innovation, respects intellectual property rights, and will actively safeguard its legitimate rights and interests by initiating patent review and litigation for related products and production and sales entities that infringe the company's independent intellectual property rights, so as to protect the rights and interests of innovative enterprises and maintain the steady growth of BC industry ecology.
Question 8: Is the company's cash flow healthy? Net cash inflow from operating activities in the first half of 2026 15.
Question 9: Is the sales volume of BC modules in Europe growing fast? In the European household installation scenario with the highest value of component products, ABC has a market share of more than 20% and is in the absolute leading position in the industry. According to the EUPD research report, the company was awarded the top five markets in Germany, Italy, Spain, Switzerland and the United Kingdom Question 10: What progress has the company made in the centralized project?"? According to the statistics of the third party in the industry, among the domestic component procurement projects in the first half of 2026, BC, HJT and efficiency ≥ 23.
Since this year, the Company has successively won the bid for the component procurement projects of central state-owned enterprises such as Datang, Power Construction, Huadian, Jingneng and Zhengneng. In the overseas centralized market, the company's product features of high efficiency, high reliability and high safety are generally recognized by large owner organizations, and it has obtained a number of benchmark large-capacity project orders in Europe, Africa, the Middle East and other markets, including a number of GW projects.
Question 11: What are the company's other technology research and development directions after ABC? At the same time, the company is also actively carrying out various cutting-edge technology research, and has basically determined the direction of the next generation of technology. The new technology will take into account the performance of higher photoelectric conversion efficiency, high reliability, high safety and low attenuation, and achieve revolutionary breakthroughs compared with the existing technology. The company will strive to achieve mass production in the next 2-3 years, forming a new round of revolutionary technology breakthroughs and commercial leadership.
Question 12: What are the main reasons for the significant reduction of losses in the first half of the year? Can good trend continue in the second half of the year? Since the third quarter, the company's production and sales rhythm has remained stable, the operation efficiency has been steadily improved, the order price and structure have been continuously optimized, the operation situation has continued to improve, the cash flow of operating activities, gross sales profit, gross profit margin and operating profit have entered a virtuous circle and improved quarter by quarter, and the company's main business profit has continued to improve.
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