At the same time, with the end of 202 1 and 1, photovoltaic and wind power enterprises have also ushered in the peak period of annual report forecast. According to the rough statistics of "Energy 100", as of press time, 24 photovoltaic and wind power enterprises have released the performance forecast for 2020. Generally speaking, driven by the peak of carbon dioxide emissions and carbon neutrality, the performance of related photovoltaic and wind power enterprises will be very bullish in 2020 with the surge of new energy installed capacity.
Longji, Sunshine Power and Trina Solar have outstanding profits.
The data shows that Longji shares are expected to achieve the highest net profit among 25 companies, ranging from 850 million yuan to 970 million yuan, up 55.30%-62.88% year-on-year. Sunshine Power comes next, and its estimated net profit in 2020 is16.1-18.1billion yuan, up by 78- 100% year-on-year. Trina Solar expects the actual net profit in 2020 to be 65.438+0.20 billion-654.38+0.328 billion yuan, up by 87.55%-654.38+0.07.29% year-on-year, and the profit figures are also very impressive. Other companies with higher expected profit figures include Yangming Intelligent (wind power field), Jingsheng Electromechanical Co., Ltd. and Foster, with estimated net profits of165438+800 million-138 million yuan, 797 million-956 million yuan and 583 million yuan respectively.
In terms of profit growth, the photovoltaic glass plate is riding a dust. Luo Yang Glass Fiber, An Cai Hi-Tech and Jinjing Technology all expect the net profit to increase by more than 200% year-on-year, with the expected year-on-year increase of 456%-530%, 503% and 296.66% respectively.
10 The enterprise expects that the year-on-year growth of net profit will exceed 100%.
In photovoltaic modules, inverters and other fields, the net profit growth of related listed companies is equally strong, and the performance table handed over is eye-catching. Trina Solar, Sunshine Power, Jinlang Technology, CNC, Oatway, Tiantong, Goodway, Lu Xiao Technology, Ayrton, Cai Dong Technology and other related companies 10 predict that the year-on-year increase in net profit in 2020 will be more than 3 digits (including the upper limit of the forecast interval). The expected growth rates are 87.55%- 107.29%, 78- 100%, 137%- 184.40%,186%-2/kloc-0 respectively. 123.65%- 168.38%, 552.67%-6 100.69%, 233.95%-244.25% and140.66%-/kloc-
Excluding Amarton's losses, only looking at the enterprises whose main business is photovoltaic products, Jinlang Technology, Shangji CNC and Goodwillie Run have relatively rapid growth, and their estimated net profit growth in 2020 is 65,438+037%-65,438+084.40%, 65,438+086%-265,438+03% respectively.
Senyuan Electric Pre-deficit Explosion
Although under the vision of peak carbon dioxide emission and carbon neutrality, the prosperity of photovoltaic industry has been improved unprecedentedly, and the performance of related listed companies has generally increased, but many companies have played a good hand. Senyuan Electric announced that it will lose 850 million yuan to 970 million yuan in 2020, and it needs to do asset impairment of 793 million yuan. It's really thunderous.
Longji shares: It is estimated that the net profit in 2020 will increase by 55.30%-62.88% year-on-year.
Longji shares: It is estimated that the annual net profit in 2020 will be 8.2 billion-8.6 billion yuan, up 55.30%-62.88% year-on-year. In 2020, the global demand for new photovoltaic installed capacity will continue to grow, with the domestic market demand increasing significantly. During the reporting period, thanks to the high cost performance of single crystal products in terms of electricity cost, the market share of single crystal increased rapidly. The production and sales of the company's main products, monocrystalline silicon wafers and components, increased substantially year-on-year, bringing about steady growth in operating income and profits.
Trina Solar: It is estimated that the net profit will increase by 87.55%- 107.29% in 2020.
Trina Solar announced that its net profit in 2020 is expected to be 65.438+0.20 billion-654.38+0.328 billion yuan, up 87.55%-654.38+0.07.29% year-on-year. During the reporting period, the overall prosperity of the photovoltaic industry was good, the comprehensive advantages of leading enterprises were further highlighted, and the market share of the industry continued to gather with leading enterprises. With the leading innovation ability and product advantages, as well as the advantages of global layout and advanced production capacity scale, the company's photovoltaic products business has developed rapidly, and its operating income has increased significantly compared with the same period last year.
Sunshine Power Supply: It is estimated that the net profit will increase by 78- 100% in 2020.
65438+1On the evening of October 25th, Sunshine Power released the 2020 annual performance forecast. From June 5438+1 October1day in 2020 to February 3 1 day in 2020, it is estimated that the income of sunshine power will reach190-20 billion yuan, with a year-on-year increase of 46%-54%; Net profit after deducting non-recurring gains and losses16.1-181100 million yuan, up 78- 100% year-on-year.
Jin Lang Science and Technology: It is estimated that the net profit will increase by 137%- 184.40% in 2020.
65438+1On the evening of October 22nd, Jin Lang Science and Technology released a performance forecast, and estimated that the net profit attributable to shareholders of listed companies in 2020 would be 360 million yuan, up137%-184.40% year-on-year; The main reason for the change in performance is that during the reporting period, the company overcame the adverse effects of domestic and international epidemics, adhered to the global strategic layout, and the sales at home and abroad increased rapidly, and the total operating income and net profit attributable to shareholders of listed companies increased significantly.
Computer numerical control: It is estimated that the annual net profit will increase by 186% to 2 13% in 2020.
According to the announcement of computer numerical control, it is estimated that the company's net profit attributable to shareholders of listed companies will be 530 million yuan to 580 million yuan in 2020, with a year-on-year increase of 186% to 2 13%. In 2020, even if it is affected to some extent by the COVID-19 epidemic at home and abroad, the photovoltaic industry will maintain a good development trend and the market demand will be strong. In 20 19, the company began to expand its business in the field of photovoltaic monocrystalline silicon, and devoted itself to building a two-wheel drive business development model of "high-end equipment+core materials". With the gradual expansion of monocrystalline silicon production capacity, the sales revenue of the company's monocrystalline silicon business has greatly increased, and the sales scale of the company has continued to grow.
Jingyuntong: It is estimated that the net profit in 2020 will increase by 50%-75% year-on-year.
Jingyuntong announced that the company expects the net profit attributable to shareholders of listed companies to increase by 65.438+0.32 billion yuan to 65.438+0.98 billion yuan in 2020, a year-on-year increase of 50% to 75%. After deducting non-recurring gains and losses, the company's net profit attributable to shareholders of listed companies in 2020 is expected to increase by 420 million yuan to 490 million yuan. Thanks to the substantial increase in the operating income of the company's new materials business, the company's net profit attributable to shareholders of listed companies in 2020 and the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses have achieved substantial year-on-year growth.
Oatway: It is estimated that the net profit will increase by 82.24%- 106.76% in 2020.
The Oatway Announcement predicts that the annual net profit in 2020 will be 654.38+34 billion-654.38+52 million yuan, up by 82.24%- 106.76% year-on-year. Benefiting from the good development trend of photovoltaic industry, the company has accelerated product research and development and technological innovation. The production and sales revenue of the company's main product, multi-grid series welding machine, increased, resulting in a substantial increase in the company's performance.
Foster: It is estimated that the net profit will increase by 665,438+0% in 2020.
Foster announced that it is estimated that the net profit in 2020 will increase by 583 million yuan compared with the same period of last year, with a year-on-year increase of about 665,438+0%. In 2020, the photovoltaic industry will develop rapidly. The company accelerated the expansion of photovoltaic film production capacity, further optimized the product structure, realized the growth of photovoltaic film sales and the increase of average sales unit price, and increased product profits.
Tiantong shares: It is estimated that the net profit in 2020 will increase 132%- 150% year-on-year.
Tiantong Co., Ltd. announced that it expects to achieve a net profit of about 376 million to 406 million yuan in 2020, an increase of 213580-243,580 yuan compared with the same period of last year (16.242 billion yuan), an increase of132%-150. In 2020, the company's smart equipment business benefited from the continuous investment demand of photovoltaic and display industries and achieved rapid growth, especially the sales of crystal growth equipment and organic light-emitting diode display module equipment increased significantly; In 2020, the company reduced its shareholding in Bochuang Technology and realized an investment income of 209.29 million yuan.
Goodway: It is estimated that the net profit in 2020 will increase 123.65%- 168.38% year-on-year.
Goodway announced that benefiting from the good development trend of photovoltaic industry, it is estimated that the net profit in 2020 will be about 230 million yuan to 276 million yuan, up by 65,438+023.65%-65,438+068.38% year-on-year.
Lu Xiao Science and Technology: It is estimated that the net profit will increase by 552.67%-6 10.69% in 2020.
Lu Xiao Science and Technology Announcement predicts that the annual net profit in 2020 will be1.80 billion-1.96 billion yuan, up by 552.67%-6 1.69% year-on-year. The company's photovoltaic power generation business remained stable; The traditional enamelled wire manufacturing industry was greatly affected by the epidemic in the first half of the year, and recovered quickly in the second half of the year, with positive annual sales growth; In 2020, the company will increase its investment in technological transformation and R&D of silicon carbide semiconductor materials, and the R&D expenditure will increase by more than 65,438+000% annually, and it is expected to be more than 60 million. At present, the company has broken through many key technologies of silicon carbide crystal growth furnace and crystal growth link, and realized the trial production of 6-inch silicon carbide substrate wafer. In addition, the silicon carbide crystal growing furnace independently developed by the company has been sold, and downstream customers have been put into production one after another.
Maiwei shares: It is estimated that the net profit in 2020 will increase by 47.45%-63. 1% year-on-year.
Maiwei shares announced that the company expects the net profit attributable to shareholders of listed companies to be 365 million yuan to 405 million yuan in 2020, a year-on-year increase of 47.45%-63.6 1%. During the reporting period, the sales of solar screen printing equipment, the company's main product, increased steadily, which enabled the company to maintain a high growth rate in sales revenue and operating profit in 2020.
Amaton: It is estimated that the net profit will increase by 233.95%-244.25% in 2020.
Amaton announced that the annual net profit in 2020 is expected to be 65.438+300 million-65.438+400 million yuan, with a loss of 97.05 million yuan in the same period of last year, with a year-on-year change of 233.95% to 244.25%. In 2020, the demand of photovoltaic market is strong, and the market penetration rate of ultra-thin double glass components will increase rapidly. In this context, the company's ultra-thin photovoltaic glass market demand has increased significantly.
Jingsheng Electromechanical: It is estimated that the net profit in 2020 will increase by 25%-50% year-on-year.
Jingsheng Electromechanical announced that it is expected to make a profit of 797 million yuan to 956 million yuan in 2020, a year-on-year increase of 25%-50%; During the reporting period, the development of photovoltaic industry continued to improve, and the market demand for monocrystalline silicon wafers increased significantly. Domestic silicon wafer manufacturers increased investment and expanded production, benefiting from the continuous growth of photovoltaic equipment orders, and the company's performance maintained rapid growth.
CITIC Bo: It is estimated that the net profit in 2020 will increase by 66.4 1%-75.65% year-on-year.
CITIC Bo announced that the net profit in 2020 is expected to increase by 65.438+008 billion yuan to 65.438+023 billion yuan, up by 6641%year-on-year to 75.65%. The company's photovoltaic bracket products business developed rapidly, realizing the company's profit growth.
Senyuan Electric: It is estimated that the loss will be 850-970 million yuan in 2020.
Senyuan Electric announced that it expects a loss of 850 million yuan to 970 million yuan in 2020, compared with a profit of 9.3276 million yuan in the same period last year; The company made a total provision of 793 million yuan for asset impairment.
Cai Dong Science and Technology: It is estimated that the net profit will increase by140.66%-168.10% in 2020.
Cai Dong Science and Technology announced that the company expects the net profit attributable to shareholders of listed companies to increase by about 654.38+0.025 million yuan to 654.38+0.225 million yuan in 2020 compared with the same period of last year (data disclosed according to law), an increase of about 65.438+0.66% to 65.438+0.68.1. During the reporting period, benefiting from the rapid development of emerging industries such as downstream photoelectric display and copper clad laminate in China, the demand for high-performance photovoltaic modules continued to increase, and the localization process of related supporting materials was obviously accelerated. Focusing on the strategic planning objectives, the company actively expanded the sales scale of products in emerging application fields, continuously optimized the product structure, promoted the improvement of quality and efficiency, reduced costs and increased efficiency, strictly controlled the expenses in each period, and effectively improved the comprehensive profitability.
Photovoltaic glass plate:
Luoyang Glass: It is estimated that the net profit will increase by 456%-530% in 2020.
Luoyang Glass announced that the company's net profit attributable to shareholders of listed companies in 2020 is expected to increase by 246 million yuan to 286 million yuan compared with the same period of last year, with an increase of 456% to 530%. Benefiting from the strong growth of photovoltaic market demand, the sales volume and selling price of the company's photovoltaic glass products showed double growth. Adhere to market orientation, adjust product structure and increase the proportion of high value-added products.
An Cai Hi-Tech: Net profit will increase by 503% in 2020.
An Cai Hi-Tech announced that the net profit in 2020 is estimated to be about 654.38+0.2 billion yuan, up by about 503% year-on-year. First, the profitability of photovoltaic glass business has been significantly enhanced. Second, the profitability of the company's natural gas business remained stable.
Jinjing Technology: It is estimated that the net profit will increase by 296.66% in 2020.
Jinjing Technology: Compared with the same period of last year, it is estimated that the annual net profit in 2020 will increase by about 292 million yuan, up by about 296.66% year-on-year. During the reporting period, due to the continuous increase in photovoltaic glass prices, the gross profit margin of the company's glass products increased.
Wind power panel:
Yang Ming Intelligent: It is estimated that the net profit in 2020 will increase by 65.60%-93.67% year-on-year.
Yang Ming Intelligent announced that the company expects the net profit attributable to shareholders of listed companies to be11.80 billion yuan to1.38 billion yuan in 2020, up 65.60% to 93.67% year-on-year. From June 5438+0 to June 5438+2, 2020, the wind power industry as a whole maintained a rapid development trend, and the company's operating income increased due to the increase in orders in hand and the increase in the delivery scale of the company's wind turbines; The grid-connected capacity of the power station held by the company from June 5438+0 to February 2020 1 increased compared with the same period of last year, and the power generation income increased to a certain extent compared with the same period of last year.
Wang He Electric: It is estimated that the net profit will increase by 276%-326% in 2020.
Wang He Electric announced that the net profit attributable to shareholders of listed companies in 2020 is estimated to be 249.44 million yuan to 28.26110,000 yuan, which is expected to increase by183.0995 million yuan to 2162.695 million yuan compared with the same period of last year (legally disclosed data), with a year-on-year increase of 276% to 366.95 million yuan. The company's transmission business segment has also maintained a considerable growth, making the business segment break even.
Taisheng Wind Energy: It is estimated that the net profit will increase by 1 10%- 140% in 2020.
Taisheng Wind Energy announced that the annual net profit in 2020 is expected to be 323-369 million yuan, up 1 10%- 140% year-on-year. The company expects that the revenue of offshore wind power business segment will increase by more than 85% compared with last year during the reporting period, and the gross profit margin is expected to increase significantly compared with last year. The improvement of profitability of this business segment is one of the driving factors for the company's performance growth in this period.
Feng Fan shares: The estimated net profit in 2020 is 65.438+0.9 billion -0.2 billion yuan.
Feng Fan shares announced that the annual net profit in 2020 is expected to be 65.438+0.9 billion -0.2 billion yuan. The company's pre-profit this year is mainly due to the significant decrease in impairment of long-term equity investment this year compared with the same period of last year. (Energy News Network)