531 New Deal after the PV market overall cold, photovoltaic future is no longer good? No, such a pessimistic mood can be collected!
August 23, the world's leading thin film solar power Group (hereinafter referred to as ' Chinese energy thin Film Power Generation ') today released the first half of the performance forecast, the performance data is extremely gratifying. In the 6 months ending June 30, the company's revenues rose by about 6 times times over the same period last year, and earnings grew more than 25 times times, according to the announcement of the film Power generation.
August 30, the company will convene the board to consider interim results report, and issued the report on the same day.
The mid-term performance of the Chinese energy report, to the current pessimistic photovoltaic industry lay a ' strong heart needle ', will be expected to greatly enhance the photovoltaic industry confidence, leading the industry in the fog to see the future direction.
The era of "after subsidy" is led by the red Wind May 31, the national energy authorities issued the "on 2018 PV Power related matters Notice" ((2018)823 Energy, referred to as No. No. 823), a stone stirred thousand layers of waves. The core intention of article No. 823 is to guide the orderly development of China's PV, from scale expansion to quality progress.
However, the new deal to reduce the photovoltaic subsidy standards, control the size of photovoltaic construction and other specific measures, but the whole industry to develop confidence has been a huge blow. 531 After the new deal, the whole industry is exploring the ' post subsidy ' era of development.
The growth of Han's performance has set a ' good model ' for the whole industry without subsidy and self-reliance.
The main reason for the sharp growth of the company's performance is that it has made a major technological breakthrough, national policy on thin-film power generation, mobile energy, high-end equipment manufacturing, new energy, materials and other industries strong support, as well as open up new markets, add a number of customers and new projects, so that the company upstream business in the period made significant progress.
It is understood that the "upstream business" of the film Power generation is mainly composed of thin film solar cells and components production equipment and the entire line of research and development, design, production, sales and delivery, and provide the corresponding technical services, namely thin film solar whole line ' turnkey ' solution. Combined with the company's financial statements over the years, ' new customers and projects ' should be the group in China to vigorously promote energy restructuring and development of new energy industry Park, for a number of mobile energy industry Park to provide thin film solar equipment production line ' turnkey ' solution.
The delivery of high-end equipment production lines to the mobile energy industry Park is expected to become a ' bright spot ' in the semi-annual report. "Downstream business" corresponding to ' upstream business ' means the company provides customers with distributed energy and mobile Energy ' one-stop ' solutions and innovative mobile energy applications.
In recent years, Han has been in the field of mobile Energy has released a Chinese-watt, Han Bao, Han paper, Chinese umbrella, such as terminal applications, these products in good market response for the company contributes to the source of profit growth.
Technological superiority supports rapid growth of performance
Han can this period of the advance report, the continuation of three consecutive years of performance growth trend. Since July 2015, the Chinese film Power generation has been actively engaged in internal adjustment, market-oriented, the performance has maintained a sustained and rapid growth. In 2016, the group realized revenue of HK $4.483 billion, a sharp increase of 59%, and gross margin to HK $2.598 billion, which grew 89% per cent year-on-year.
2017, the group achieved revenue of HK $6.147 billion, an increase of about 37% year-on-year. The group issued a 2018.5-year advance announcement, showing once again that the group has achieved leapfrog growth and that the rally is surprising.
' Han-energy thin film power generation. As one of the leaders of the global thin film solar energy industry, the technology integration and independent innovation of the film power plant in the United States, Germany, Sweden and China are all equipped with professional research and development team to upgrade the technology.
In recent years, the Chinese film solar technology continuously refresh the records.
Also today, China's Renewable Energy Conference released 8 annual China Solar Certification records in 2018, Han can obtain the gallium arsenide single knot, gallium arsenide double knot, copper indium gallium selenium, heterogeneous junction solar cell 4 annual certification record champion, once again highlighted the continued technological progress of Han, and further established the industry leading edge. Based on the continuous innovation of thin film solar energy technology, the film Power generation of Han Energy has built a complete industrial layout structure: The ' turnkey ' solution for manufacturing equipment and production line of thin film solar cells is left-wing, with distributed energy and mobile Energy solutions as the right wing.
In such a business structure, research and development, design, sales of thin film solar high-end equipment production line, become the company's core competitive advantage, to ensure that the company in the fierce market competition with a sustained and stable profitability. Han can release gratifying six-year performance forecast: Income growth of about 6 times times, profit growth more than 25 times times