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NEWS
2023-08-30
Photovoltaic Industry Report 2023
The photovoltaic industry, also known as the solar photovoltaic industry, is a field that focuses on using photovoltaic technology to convert solar energy into electricity. The industry covers the manufacture of solar cells, the design, installation and maintenance of photovoltaic systems, and the sale and supply of electrical energy. The core of photovoltaic technology is the photovoltaic effect, through which solar panels can convert light energy into electricity to achieve sustainable clean energy production.
Who still believes in the light "?
The photovoltaic industry under globalization is extremely lively, and the attendees are full of oil, and it is inevitable to enter a stage of overcapacity. However, periodic technological breakthroughs and countless hot money surging are still attracting more cross-border players to sit on the "gambling table".
Profits have soared by more than 300, but share prices have plummeted. What happened to the 100 billion photovoltaic giants?
On the evening of August 14, Jingke Energy disclosed the 2023 interim report data, operating income of 53.624 billion yuan, a year-on-year increase of 60.52; net profit of 3.843 billion yuan, a year-on-year increase of 324.58. Not only that, in 2022, Jingke Energy has achieved revenue of 83.075 billion billion yuan, an increase of 104.77 percent over the same period last year, and net profit of 2.947 billion billion yuan, an increase of 158.21 percent over the same period last year.
Photovoltaic enterprise refinancing: inside and outside are bad mood
In the past year or two, the global photovoltaic market has made great progress, and photovoltaic enterprises have increased their income and profits, ushering in an unprecedented period of performance. But the magic is that photovoltaics in the capital market have fallen into dogs. A- share investors who are optimistic about photovoltaic new energy have been hurt in the past year!
January-July China's new photovoltaic installed capacity has exceeded last year's full year! July battery production fell slightly month-on-month!
In the first half of the year, the production and sales of head integrated component enterprises were booming. Longji, Jingke, Tianhe, Jingao and other semi-annual reports (including advance notice) were frequently reported. The new features and Daquan of silicon materials enterprises that have already released the report basically met the market expectations. The solar power supply of inverter enterprises is the best answer in history.
With "silicon" as the king of the era is no longer, silicon enterprises where to go?
1 tons of silicon material in 300000 yuan once made leading enterprises lie down and earn money. Now the market has pulled back sharply and the pressure has increased sharply. Since June 2022, silicon material has been falling endlessly, from as high as 300000 yuan/ton to less than 100000 yuan.