Follow Tongwei!Two major silicon giants have skyrocketed performance

On July 9, the two major silicon giants were released in the semi -annual performance trailer for 2022.

Among them, Daquan Energy is expected to achieve a net profit attributable to the owner of the parent company by 9.4 billion yuan to 9.6 billion yuan in the semi-annual 2022 year. Compared with the same period of the previous year, it increased by about 7.239 billion to 7.439 billion yuan, an increase of 335.03%-344.28 year-on-year %.

New Special Energy is expected to record a net profit of 5.5 billion yuan to 6 billion yuan from shareholders of listed companies in the first half of the year, a significant increase from the same period in 2021.

The growth of the two major silicon giants was caused by the continued rise in polysilicon prices.

Data from the Silicon Industry Branch show that the average domestic single -crystal reinforcement transaction price in early January was 231,800 yuan/ton; the average transaction price of single crystal -to -chili was 229,100 yuan/ton. At the end of June, the average price of domestic single -crystal reinforcement was 286,300 yuan/ton; the single crystal tight material was 284,200 yuan/ton. The increase was as high as 23.5%and 24%, respectively. Coupled with the improvement of production capacity, companies naturally make a lot of money.

Prior to this, Tongwei has also released the semi-annual performance forecast of 2022. It is expected that the net profit of the mother in the first half of the year is expected to be 12 billion yuan to 12.5 billion yuan, a year-on-year increase of 304.62%-321.48%.

At this point, three "Silicon Four Great Kings" have released the semi -annual performance forecast of 2022, all of which have exceeded the annual profit of 2021 in just half a year. It can be seen that the photovoltaic market is popular this year.

Of course, the most eye -catching is Tongwei shares. It not only "led" photovoltaic companies in the first half of the year, but also signed a number of huge silicon materials contracts, with a cumulative estimated amount of more than 200 billion yuan.

In response, Professor Shen Wenzhong of Shanghai Jiaotong University said at the "OFWEEK 2022 Solar Photovoltaic Component Innovation Technology Online Summit" held on June 29 that the prediction of polycrystalline silicon prices in the industry would begin in the third quarter of this year, but in carbon neutrality and targets and targets and targets Under the influence of Russia -Ukraine conflicts, the demand for photovoltaic products has risen, and the prices of polysilicon may not fall until early 2023.

Therefore, the silicon material link is still the most dazzling link in the photovoltaic industry chain in 2022, and it has also become a link for capital to fight for the layout. Many enterprises such as upstream He Sheng Silicon Industry, downstream Oriental Risheng, and Tiantuangneng have announced the entry of silicon materials.

GCL Technology and New Special Energy of Hong Kong stocks are also preparing to achieve greater development by logging in to the A -share market. As of the closing of July 8th, Tongwei's A -share market value was approaching 300 billion yuan, and the value of Daquan Energy's A stock market was about 140 billion yuan. After GCL Technology and New Special Energy landed on the A -share market, it was also likely to become 100 billion enterprises.

Disclaimer: The above content is reproduced from the Weiko network photovoltaic, and the content issued does not represent this position.

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