100 billion yuan!The photovoltaic leader won the huge contract, one year is over the year!Shareholder: Too cow

On the evening of September 9, Tongwei and Jingke Energy both issued an announcement saying that from September 2022 to December 2026, Jingke Energy and its subsidiaries planned to purchase 382,800 tons of polysilicon silicon from the subsidiaries of Tongwei Co., Ltd. Products, the total sales are expected to be 103.356 billion yuan (excluding tax).

Jingke Energy said that the signing of the contract meets the company's future operating needs. The long single -section of the lock -up price, the monthly bargaining, and the batch purchase is conducive to ensuring the company's long -term stable supply of polysilicon raw materials.

Purchase polysilicon for 100 billion yuan

Tongwei shares in 2021 revenue of 63.491 billion yuan, which means that if the actual execution amount of the contract is roughly consistent with the actual execution amount, the above contract amount will be far beyond the revenue scale of Tongwei shares in 2021.

As of now, the total market value of Tongwei shares is 245.6 billion yuan. As of June 30, the company had nearly 200,000 shareholders. Regarding the latest orders of Tongwei, some shareholders in the stock bar said: 100 billion yuan, too good ...

Before signing the 100 billion -level order, Tongwei shares frequently received tens of billions of large orders, most of which are long orders. Coupled with this contract, Tongwei has signed 6 major sales contracts since 2022, with a cumulative sales amount of 357.366 billion yuan.

According to Jingke Energy Announcement, the company and subsidiaries (Sichuan Jingke Energy Co., Ltd., Qinghai Jingke Energy Co., Ltd.) and Tongwei subsidiaries (Sichuan Yongxiang Polysilicon Co., Ltd., Sichuan Yongxiang New Energy Co., Ltd., Inner Mongolia Tongtong Weigao Pure Crystal Silicon Co., Ltd., Yunnan Tongwei Gaochen Crystal Silicon Co., Ltd., Sichuan Yongxiang Energy Technology Co., Ltd.) reached an agreement on native polycrystalline silicon purchases and signed the "Polycrystalline Silicon Purchase Framework Agreement".

The announcement shows that the target of the contract is native polycrystalline silicon material. From September 2022 to December 2026, the company and related subsidiaries purchased about 382,800 tons of native polysilicon materials from the contract (including the company's shares "Sichuan Yongxiang Energy Technology Co., Ltd." Time -oriented equity procurement). For example, the average domestic single -crystal -to -chili tightly expenditure was announced on August 31, 2022 of the China Nonferrous Metal Industry Association's Silicon Industry Association. The average price of a single crystal -to -chili tightly material was calculated at an calculation of 305,100 yuan/ton (including tax). The total amount of this contract was estimated to be about 103.356 billion yuan. The actual procurement price adopts a monthly bargaining method, and the total contract transaction is subject to the final transaction amount. When the contract was signed, the company and subsidiary Sichuan Jingke Energy Co., Ltd. signed the "Polysilicon Purchase Framework Agreement" from 2020-2023, which was signed with Tongwei Co., Ltd. in the early stage.

Jingke Energy said that the signing of the contract meets the company's future business needs. The long single -section of the lock -ups, the monthly bargaining, and the batch of purchases is conducive to ensuring the company's long -term stable supply of polysilicon raw materials. The independence affects the company's main business will not depend on the transaction party due to the performance of this contract.

Jingke Energy's net profit in the first half of the year exceeded 60 %

Jingke Energy is a global photovoltaic component leader, with vertical integration capacity including silicon wafers, batteries and components.

Jingke Energy's half -annual report in 2022 shows that in the first half of 2022, the company realized operating income of 33.407 billion yuan, an increase of 112.44%year -on -year; net profit attributable to shareholders of listed companies was 905 million yuan, an increase of 60.14%year -on -year.

In the first half of 2022, Jingke Energy sent a total of 18.92GW photovoltaic products to the world, an increase of 79%year -on -year, of which the component was about 18.21GW. Among the global component shipments in Jingke Energy in the first half of the year, the European market accounted for the highest proportion, and China, Asia -Pacific and emerging market areas also contributed high. In the European market, the company's N -type Tiger Neo series component products have achieved a large number of signing and high premium levels. In the Chinese market, the company's layout of large base projects focuses on the development and development of distributed markets, and achieves rapid growth in shipments. In addition, the company has also gained rapid growth in market rotation opportunities through the leading layout in Latin America, India and other markets.

The company said that in the past year, strong confidence has completed the 35-40GW component shipment target, while continuing to steadily move towards the 10GW-type product shipment target. In the future, the company will continue to consolidate the industry's leading level of production capacity integration, maximize the advantages of vertical integration, realize the rapid embedding of technological innovation in all aspects of the industrial chain, and continuously reduce the cost of integrated production. At the same time, the proportion of capacity of N -type capacity and the shipment of type N products will continue to increase.

- END -