At present, photovoltaic companies have disclosed their performance reports for the first three quarters.
Digital new energy DataBM. Among them, Jinko has achieved a net profit of over 6 billion yuan . In addition, the performance of quartz shares continued to maintain high growth, with net profit in the first three quarters increasing by 480% to 577% year-on-year.
Shuangliang Energy Saving: Profit Exceeds 1.4 Billion in the First Three Quarters! Net profit attributable to parent company was RMB785 million , representing a year-on-year increase of 68.98% ; In the first three quarters of
this year, the revenue of Shuangliang Energy Saving was 18.788 billion yuan, a year-on-year increase of 114.83%, and the net profit was 1.403 billion yuan , a year-on-year increase of 68.98%; Net profit after deduction of non-profits was 13.
Previously, Shuangliang Energy Conservation analyzed the performance growth in the first three quarters in its performance forecast: First, the company's sales of energy-saving and water-saving equipment grew steadily, and orders for new energy equipment such as polysilicon reduction furnaces and skids continued to be delivered; Second, during the reporting period, the market price of monocrystalline silicon wafers recovered, the cost was optimized, and the profit of silicon wafer business increased, which led to the increase of related business profits.
JinkoSolar: Nearly Tripled, Net Profit Exceeds 6 Billion
On October 19, JinkoSolar issued a performance forecast for the first three quarters of 2023. It is estimated that in the first three quarters of 2023, the company will achieve a net profit of 6.14 billion yuan to 6.54 billion yuan , an increase of 4.464 billion yuan to 4.864 billion yuan compared with the same period last year. It is estimated that the net profit deducted from non-profits will be 5.83 billion yuan to 6.23 billion yuan, up 284.63% to 311.
Jingke Energy said that the main reason is that the global photovoltaic market continues to have strong demand for advanced products, and the company relies on its advantages in N-type TOPCon technology, global operations, and integrated production capacity. While realizing the increase in PV module shipments and the increase in the proportion of N-type shipments, efforts have been made to overcome the short-term challenges brought by price fluctuations in the industrial chain and the international trade environment, and gradually establish a differentiated market competitive advantage. In the first three quarters of
2023, JinkoSolar achieved total module shipments of more than 52 GW, of which N-type module shipments accounted for about 57%. By the end of the third quarter of 2023, the company's cumulative global shipments of photovoltaic modules had exceeded 190 GW.
Atlas: Double again, with net profit exceeding 2 billion yuan
in the first three quarters. Atlas announced on October 13 that the company is expected to achieve net profit of 2.6 billion yuan to 3.1 billion yuan in the first three quarters of 2023. Year-on-year growth of 107% -147% ; It is estimated that the net profit deducted from non-profits will be 2.33 billion yuan-28.
In this regard, Atlas said that it benefited from Trina Solar: the highest net profit is expected to increase by 153.9%." Trina Solar announced in the evening of
October 8 that the company expects to achieve a net return of 4.563 billion to 5.577 billion yuan in the first three quarters of 2023. Year-on-year increase of 89.94% -132.15% ; net profit after deduction of non-attributable profits for the same period is expected to be 4.675 billion -5.689 billion, with a year-on-year increase of 08.64% to 153.75 billion.
Trina Solar said that the company's shipments of photovoltaic modules , brackets, distributed systems and energy storage products have achieved significant growth, and the proportion of sales of TOPCon module products has increased significantly.
Dongfang Risheng: Affected by major lawsuits, the first three quarters still maintained growth
. On September 28, Dongfang Risheng announced its performance forecast for the first three quarters of this year. It is estimated that the net profit attributable to shareholders of listed companies in the first three quarters of this year will be 1.2 billion yuan to 1.38 billion yuan . Year-on-year growth of 60.56% to 84.
on October 20. Xiexin Technology disclosed part of the performance of photovoltaic materials business in the third quarter of 2023, and estimated that part of the profit of photovoltaic materials business in the third quarter would be about 9.
Shipments are about 6.
Hengdian Dongci: Earned more than 1.6 billion in the first three quarters! 1.2 billion yuan , an increase of 15.9% over the same period; The net profit returned to the mother was 438 million yuan , an increase of 6.
Hengdian Dongci's revenue in the first three quarters of 2023 was about 15.757 billion yuan . Year-on-year increase of 11.56% ; The net profit attributable to the parent company was about 1.65 billion yuan , an increase of 36.
The business income of Hengdian Dongci is composed of 66.34% of solar photovoltaic industry , 17.78% of magnetic materials, 9.16% of new energy batteries and 3.53% of vibration devices. Other proportions 1.
While lamenting the efforts of the main photovoltaic manufacturing enterprises to maintain the growth rate of the company's performance, the profitability of the auxiliary material enterprises is even more "envious".
Gaoshi shares: Diamond wire business is basically full production and sales, with revenue exceeding 4 billion yuan
. On October 17, Gaoshi shares announced that it expected to achieve revenue of 4.2 billion yuan to 4.22 billion yuan in the first three quarters of 2023. The net profit attributable to the parent company is expected to be 1.165 billion to 1.175 billion yuan , an increase of 172.11% to 174.44% over the same period last year; The net profit deducted from non-return to the mother was 1.133 billion yuan to 1.143 billion yuan, up 172.2% to 174% year on year.
Photovoltaic equipment revenue and net profit achieved rapid growth year on year.At the same time, the company's diamond wire business competition continued to increase, basically achieving full production and sales . In addition, the company's silicon wafer cutting and processing services business and innovative business cutting equipment and consumables revenue and profits also achieved substantial growth.
Tianyi Shangjia: Revenue Doubled, Photovoltaic Business Expanded
On October 14, Tianyi Shangjia forecast that revenue in the first three quarters of 2023 is expected to be 1.7 billion yuan to 1.8 billion yuan , up 159% to 174.24% year-on-year; Net profit is expected to reach 230 million yuan to 250 million yuan , an increase of 85.65% to 101.8% over the same period; The net profit deducted from non-profits is estimated to be 210 million yuan to 230 million yuan, an increase of 79.14% to 96% over the same period last year.
Tianyi Shangjia explained that the reason for the growth of performance is that the synergistic effect of quartz crucible and carbon-carbon thermal field business continues, and the scale of the company's photovoltaic new energy business is further expanded.
Quartz Shares: Earned 1.9 billion
yuan in the third quarter On the evening of October 9, Quartz Shares announced that the company expected to achieve a net profit of 1.63 billion yuan to 1.9 billion yuan attributable to shareholders of listed companies in the third quarter of 2023. Compared with the same period last year, It is expected to increase by 1.35 billion yuan to 16.
the photovoltaic field of https://img7.ccement.com/richtext/img/typ25yek9q1697799771717. has increased significantly year on year." In addition, quartz materials for semiconductors benefited from the continuous certification of international semiconductor equipment manufacturers in recent years and the continuous investment in research and development over the years, and the market also expanded rapidly, and the profitability of the main products was significantly better than that of the same period.
Digital new energy DNE found that excluding the net profit of 821 million yuan in the first quarter, the net profit in the second quarter was 16.
Meichang shares: net profit exceeded 1.3 billion, and performance continued to climb
. On the evening of October 9, Meichang shares issued a performance forecast. It is estimated that the net profit in the first three quarters will be 1.37 billion yuan to 1.4 billion yuan , an increase of 33.23% to 36.
Meichang shares said that benefiting from the overall high prosperity of the photovoltaic industry, the downstream silicon wafer market demand for electroplating diamond wire continued to be strong , driving the company's revenue to grow steadily. At the same time, Meichang disclosed that from January to September this year, the company's sales of electroplating diamond wire exceeded 92 million kilometers (including tungsten wire sales exceeded 8 million kilometers), and the total sales increased by about 42% compared with the same period last year.
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