天合光伏发布2020年业绩预增预告。 经天合光能财务部门初步测算,预计2020年度实现归属于母公司所有者的净利润为12.01亿元至13.28亿元,同比增加87.55%至107.29%左右。这创造了其有史以来最高的赚钱纪录。
天合光能解释了主要原因:一是,光伏行业整体景气度较好,领先企业综合优势进一步凸显,行业市场份额持续向领先企业集聚。公司凭借领先的创新能力和产品优势,借助全球化布局及先进产能规模化优势,使得公司光伏产品业务快速发展,实现营业收入较去年同期较大幅度增长。
二是,得益于长期推进全球化和品牌战略,公司全球销售和服务能力领先,报告期内,公司海外高毛利地区的光伏组件业务销售增长显著,对公司净利润的增长做出较大贡献。成功“回A”后,天合光能的发展加速升级。黑鹰光伏统计发现,自2020年6月成功登陆科创板以来,天合光能公布的 投资项目就有6个之多,! 其中,第一大项目为天合光能与通威股份联合投资,具体而言:天合光能与通威股份下属四川永祥股份有限公司、通威太阳能有限公司分别签署《合资协议》,就合作成立项目公司并共同投资年产4万吨高纯晶硅项目、年产15GW拉棒项目、年产15GW切片项目及年产15GW高效晶硅电池项目,项目总投资额约为150亿元。天合光能在各项目公司中参股比例均为35%,合计注册资本金出资额共21亿元。 天合光能董事长高纪凡表示, 垂直一体化发展存在一定风险,未来仍将以电池、组件业务为核心,目标是成为全球领先的光伏整体解决方案提供商。在上游环节,会与行业内龙头企业深度合作,利用双方优势,实现健康、可持续、高质量发展,推动行业走上新的高度。 上述重大项目的顺利实施,将为天合光伏打开新的想象空间。
Trina PV released the 2020 performance forecast increase.According to the preliminary calculation by the financial department of Trina Solar, it is expected that the net profit attributable to the owner of the parent company in 2020 will be 1.201 billion yuan to 1.328 billion yuan, an increase of 87.55% to 107.29% year-on-year. That's the biggest profit it's ever made.
Trina Solar explained the main reasons: first, the overall prosperity of the photovoltaic industry is good, the comprehensive advantages of leading enterprises are further highlighted, and the market share of the industry continues to gather to the leading enterprises. The company relies on the leading innovation ability and product advantages, with the help of the global layout and advanced production capacity scale advantages, the company's photovoltaic products business rapid development, to achieve a large increase in operating income compared with the same period last year.
Second, thanks to the long-term promotion of globalization and brand strategy, the company's global sales and service capabilities are leading. During the reporting period, the company's overseas photovoltaic module business sales in high-gross margin areas increased significantly, making a greater contribution to the growth of the company's net profit. After the successful "return to A", the development of Trina Solar Energy accelerated and upgraded.Black Hawk PV statistics found that since the successful landing of the science and technology innovation board in June 2020, Trina Solar has announced more than six investment projects,! Among them, the first big project for the trina solar and common equity joint venture, specifically: trina solar and tong wei corporation subordinate sichuan wing cheung co., LTD., tong wei solar co., LTD. Signed the "joint venture", will launch the project company and mutual investment project, annual output of 40000 tons of high purity silicon, with annual capacity of 15 gigawatts (gw) pull rods projects, the annual output of 15 gw slice and battery capacity of 15 gigawatts (gw) efficient silicon project, the project total investment of about 15 billion yuan.Trina Solar holds 35% shares in all the project companies, with a total registered capital contribution of 2.1 billion yuan. Gao Jifan, chairman of Trina Solar, said that there are certain risks in the development of vertical integration. In the future, the company will continue to focus on the battery and module businesses and aim to become the world's leading provider of overall photovoltaic solutions.In the upstream link, we will deeply cooperate with the leading enterprises in the industry, make use of the advantages of both sides to achieve healthy, sustainable and high-quality development, and promote the industry to a new height. The smooth implementation of the above major projects will open new imagination space for TRW Photovoltaic.