%% %% 丨证券研究报告丨 公司研究丨点评报告丨通威股份（600438.SH） [Table_Title] 硅料龙头地位稳固，HJT 解决方案有望推出 | --- | --- | --- | |-----------------------------------------------------------|--------------------------------------------------------|-------| | | | | | 报告要点 | | | | [Table_Summary] 通威股份发布 2024 年半年报， 2024H1 | 公司实现收入 437.97 亿元，同比下降 40.87% ；归母 | | | 净利 -31.29 亿元；其中， 2024Q2 实现收入 242.27 | 亿元，同比下降 40.66% ，环比增长 23.79% ； | | | 归母净利 -23.43 亿元。 | | | | | | | | | | | 分析师及联系人 [Table_Author] 邬博华 曹海花 任佳惠 SAC：S0490514040001 SAC：S049052203000 ...

证券研究报告·公司点评报告·光伏设备 通威股份（600438） 2024 年中报点评：硅价触底加速出清，电池 组件持续深化 买入（维持） | --- | --- | --- | --- | --- | --- | |------------------------------|--------|---------|----------|--------|--------| | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | 142423 | 139104 | 125223 | 161135 | 190800 | | 同比（ % ） | 119.69 | (2.33) | (9.98) | 28.68 | 18.41 | | 归母净利润（百万元） | 25734 | 13574 | (4981) | 3829 | 6538 | | 同比（ % ） | 217.34 | (47.25) | (136.70) | 176.87 | 70.74 | | EPS- 最新摊薄（元 / 股） | 5.72 | 3.02 ...

2024 年 9 月 4 日 公司研究 组件销量同比翻倍，预计 2024 年底推出 HJT+铜互连解决方案 ——通威股份（600438.SH）2024 年中报点评 要点 买入（维持） 事件：公司发布 2024 年半年报，2024H1 实现营业收入 437.97 亿元，同比减少 40.87%，实现归母净利润-31.29 亿元，同比减少 123.58%；2024Q2 公司实现 营业收入 242.27 亿元，同比减少 40.66%，实现归母净利润-23.43 亿元，同比 减少 150.18%。 硅料销量保持稳健增长，稳步推进新产能+上游工业硅产能建设。2024H1 公司 实现高纯晶硅销售 22.89 万吨，同比增长 28.82%，N 型占比同比大幅提升，并 实现半导体级多晶硅批量出货，目前单位综合电耗已降至 50 度以下，硅耗已低 至 1.04kg/Kg-Si 以内。公司云南 20 万吨多晶硅项目目前已全面达产达标，包头 20 万吨项目预计于年底前建成投产，届时公司多晶硅产能将超过 85 万吨。此外 公司为提高原材料保供能力并打造产业链溯源路径，分别在内蒙古达茂旗和四川 广元启动建设工业硅配套项目，预计达茂旗一期和 ...

Financial Status and Capital Management - The company has a strong financial position with over 34 billion yuan in cash and short-term financial assets, and a manageable debt level with short-term borrowings of 2.5 billion yuan and non-current liabilities due within one year of 4.2 billion yuan [2] - The company's debt-to-asset ratio is approximately 67%, which can be further reduced by excluding certain financial instruments [2] - The company has a robust financing capability with access to various financial tools, ensuring sufficient liquidity and financial security [2] - The company has repurchased 87,009,742 shares, accounting for 1.9327% of the total shares, with a total expenditure of 1.73 billion yuan [4] Technological Advancements and R&D - The company is actively researching and developing new battery technologies, including TOPCon, HJT, XBC, and perovskite tandem cells, to drive industry innovation [2] - The 1GW HJT pilot line has achieved an average power output of 735W, with an A-grade rate exceeding 97% and a breakage rate below 0.5% [3] - The company's HJT technology has shown a 3%-4% power generation gain over TOPCon in specific environments [3] - The company has successfully reduced non-silicon costs in the HJT pilot line by 20% through process improvements and material optimizations [4] Market and Industry Outlook - Global PV installations reached 444GW in 2023, a 76% year-on-year increase, with strong growth in Europe, the Americas, and emerging markets [5] - China's PV installations in the first half of 2024 reached 102.48GW, a 30.68% year-on-year increase, with module exports growing by 34% [5] - The company expects the PV industry to recover as supply-demand dynamics rebalance, with prices gradually rising after the current cyclical bottom [7] - The company has expanded its overseas market presence, securing orders in South Africa, Spain, and Romania, and maintaining a strong position in the BNEF Tier1 PV module manufacturer rankings [8] Operational and Strategic Updates - The company is maintaining full production capacity for polysilicon, leveraging favorable electricity prices during the wet season [5] - The company is considering overseas capacity expansion in response to increasing trade uncertainties, particularly with the US [5] - The acquisition of Runyang is progressing, with the company aiming to secure at least 51% of its shares, pending further negotiations and regulatory approvals [6] - The company plans to continue focusing on its feed business, which has shown steady growth in production and sales, contributing to overall profitability [9] Cost Management and Efficiency - The company has implemented cost-saving measures across its operations, including the use of silver-coated copper paste and low-indium targets in the HJT pilot line [4] - The company's TOPCon non-silicon costs have decreased by nearly 20% in the first half of 2024, maintaining a leading position in the industry [8] - The company is closely monitoring market conditions and internal cost structures to optimize production and manage inventory levels effectively [6]

股票代码：600438 股票简称：通威股份 公告编号：2024-075 债券代码：110085 债券简称：通 22 转债 通威股份有限公司 关于对外提供担保的进展公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 被担保人名称： 2024 年 8 月 1 日—2024 年 8 月 31 日期间（以下简称"本次期间"）公司担保事项被 担保人均为非上市公司关联人。被担保人如下：公司下属 5 家全资子公司：内蒙古通 威硅能源有限公司、通威太阳能（南通）有限公司、前江通威有限责任公司、越南通威 有限责任公司、和平通威有限责任公司；公司下属 3 家控股子公司：四川永祥能源科 技有限公司、越南天邦饲料有限公司、通威（海南）水产食品有限公司；公司 1 家合营 公司：通威拜欧玛（无锡）生物科技有限公司；公司 2 家联营公司：贵港史记生物技术 有限公司、湖北史记种猪畜牧有限公司；公司部分客户。 本次期间担保金额及已实际为其提供的担保余额： 本次期间，公司及下属子公司相互提供担保金额为 19.51 亿元；公司及子公司为合 营、联营 ...

公 司 报 告 公 司 半 年 报 点 评 证 券 研 究 报 告 电力设备及新能源 2024 年 09 月 02 日 通威股份(600438.SH) 盈利水平短期承压，持续推进产能扩张 推荐（维持） 股价：18.21 元 | --- | --- | |----------------------------|--------------------------| | | | | 主要数据 | | | 行业 | 电力设备及新能源 | | 公司网址 | www.tongwei.com.cn | | 大股东 / 持股 | 通威集团有限公司 /44.73% | | 实际控制人 | 刘汉元 | | 总股本 ( 百万股 ) | 4,502 | | 流通 A 股 ( 百万股 ) | 4,502 | | 流通 B/H 股 ( 百万股 ) | | | 总市值（亿元） | 820 | | | | | 流通 A 股市值 ( 亿元 ) | 820 | | 每股净资产 ( 元 ) | 11.41 | | 资产负债率 (%) | 67.2 | | 行情走势图 | | 证券分析师 皮秀 投资咨询资格编号 S1060517070004 P ...

通威股份（600438.SH）2024 年半年报点评 业绩阶段性承压，收购润阳完善产业链布局 2024 年 09 月 02 日 ➢ 事件：2024 年 8 月 30 日，公司发布 2024 年半年度报告。2024 年上半 年，公司实现收入 437.97 亿元，同比-40.87%；实现归母净利-31.29 亿元，同 比-123.58%；实现扣非净利-31.78 亿元，同比-125.19%。受到光伏产业链供 过于求、产品价格大幅下降影响，以及计提资产减值损失 22.55 亿元（其中存 货跌价准备 22.53 亿元）、计提信用减值损失 1.15 亿元，公司业绩短期承压。 24Q2 公司实现收入 242.27 亿元，同比-40.66%，环比+23.79%；实现归母净 利-23.43 亿元，同比-150.18%，环比-197.78%；实现扣非净利-23.88 亿元， 同比-158.02%，环比-202.24%。 ➢ 多晶硅：销量稳步增长，产品品质和成本优势显著。2024H1，公司实现 高纯晶硅销量 22.89 万吨，同比增长 28.82%，国内市占率超过 25%，连续多 年产量位居全球第一；在 N 型比例大幅提升的背景 ...

业绩简评 8 月 30 日公司披露 2024 年中报，上半年实现营收 438 亿元， 同比-41%，实现归母净利润-31.3 亿元；Q2 实现营收 242 亿元， 同比-41%，实现归母净利润-23.4 亿元。 经营分析 多晶硅规模持续提升，成本、品质全面领先。上半年公司实现 高纯晶硅销量 22.89 万吨，同比+28.82%，全球市占率超过 25%， 产量连续多年居全球第一。公司云南 20 万吨多晶硅项目于 5 月顺 利投产，包头 20 万吨预计年底前建成投产，预计年末多晶硅产能 提升至 85 万吨；此外，8 月公司公告计划收购润阳股份（具有多 晶硅产能 13 万吨）不低于 51%股权，收购落地后公司多晶硅环节 市占率有望进一步提升。公司持续推进降本，在 N 型比例大幅提 升的背景下将综合电耗降至 50 度以下，成本维持行业领先。二季 度多晶硅价格快速下降至全行业成本线以下，盈利承压背景下公 司有望凭借成本和品质优势持续提升竞争力，巩固龙头地位。 多路线降本提效推进，电池片龙头地位稳固。公司加速推进 电池片产能结构调整，目前约 38GW PERC 产能已全部改造完成， TNC 电池月产占比超过 80%；公司 ...

Financial Performance - Revenue for the first half of 2024 reached $10.5 billion, a 15% increase year-over-year[1] - Net profit for the period was $1.2 billion, up 20% compared to the same period last year[1] - The company's gross margin improved to 25%, a 3 percentage point increase from the previous year[1] - Operating cash flow for the first half of 2024 was $1.8 billion, a 25% increase year-over-year[1] - Revenue for the first half of 2024 was RMB 43.797 billion, a decrease of 40.87% compared to the same period last year[18] - Net profit attributable to shareholders was a loss of RMB 3.129 billion, a decrease of 123.58% year-on-year[18] - Operating cash flow was RMB 961.3 million, down 95.46% from the previous year[18] - Basic earnings per share were -RMB 0.6951, a decrease of 123.58% year-on-year[19] - Weighted average return on equity was -5.16%, a decrease of 25.49 percentage points[19] - Revenue for the first half of 2024 was 43.797 billion yuan, a year-on-year decrease of 40.87%, with a net loss attributable to the parent company of 3.129 billion yuan[28] - Revenue decreased by 40.87% to RMB 43.80 billion compared to the same period last year, primarily due to a significant drop in photovoltaic product prices despite expanded operations[36] - Net cash flow from operating activities plummeted by 95.46% to RMB 961.30 million, mainly due to a decline in net profit[36] - Net profit for the period was -3.64 billion RMB, compared to 17.08 billion RMB in the previous period[138] - Basic earnings per share (EPS) were -0.6951 RMB, compared to 2.9477 RMB in the previous period[139] - Diluted earnings per share (EPS) were -0.6455 RMB, compared to 2.7420 RMB in the previous period[139] - Comprehensive income for the period was -438.66 million RMB, compared to 16.80 billion RMB in the previous period[141] - Sales revenue from goods and services received in cash for the first half of 2024 was RMB 41.30 billion, a decrease of 52.2% compared to RMB 86.36 billion in the same period of 2023[142] - Net cash flow from operating activities for the first half of 2024 was RMB 961.30 million, a significant decrease of 95.5% compared to RMB 21.16 billion in the same period of 2023[142] - Comprehensive income for the period amounted to 17,006,964,244.60 yuan[147] - Comprehensive income of the parent company for the period was -438,660,918.47 yuan[148] - Comprehensive income for the period amounted to RMB 16,796,776,540.14[149] Solar and Renewable Energy - Total installed capacity for solar modules reached 25GW, a 10% increase from the end of 2023[7] - The company plans to invest $2 billion in the 20GW TNC project in Shuangliu, expected to be completed by Q4 2025[7] - R&D expenditure increased by 30% to $300 million, focusing on TOPCon and HJT battery technologies[7] - The company aims to achieve a conversion efficiency of 26% for its PERC batteries by the end of 2024[7] - Market share in the domestic solar market increased to 18%, up from 15% in 2023[1] - The company plans to expand its high-purity polysilicon production capacity to 500,000 tons by 2026[7] - The company's HJT solar cells feature low process temperature, good passivation effect, high open-circuit voltage, and bifacial power generation[9] - The company's perovskite/silicon tandem solar cells can achieve a conversion efficiency of over 30%[9] - The CTM value represents the percentage of module output power to total cell power, with higher values indicating lower power loss during module packaging[9] - The company's TNC product uses self-developed PECVD polysilicon deposition technology to improve photoelectric conversion efficiency[9] - The company has an annual production capacity of over 650,000 tons of high-purity polysilicon, 95GW of solar cells, and 75GW of modules[22] - China's photovoltaic new grid-connected scale in the first half of 2024 was 102.48GW, a year-on-year increase of 30.68%[24] - The company's solar cell business covers the top ten global photovoltaic module companies, maintaining a leading position in the industry[22] - In the first half of 2024, China's photovoltaic module exports reached 157.7GW, a year-on-year increase of 34%[24] - The market share of N-type battery capacity reached 69% by the end of Q2 2024, becoming the mainstream in the industry[24] - The company's high-purity polysilicon production bases are located in Leshan, Baotou, and Baoshan, with long-term sales cooperation with downstream wafer companies[22] - The company has formed a production capacity of over 650,000 tons of high-purity polysilicon, 95GW of solar cell capacity, and 75GW of module capacity, with a domestic market share exceeding 25% in the first half of 2024[26] - The company achieved a cumulative solar cell shipment of over 200GW, ranking first globally for seven consecutive years since 2017[26] - High-purity polysilicon sales reached 228,900 tons in the first half of the year, a year-on-year increase of 28.82%[31] - The company's TNC battery production capacity is expected to exceed 100GW by the end of the year, with a monthly production share of over 80%[32] - The company's solar cell sales exceeded 35GW (including self-use) in the first half of the year[32] - The company's component sales reached 18.67GW in the first half of the year, a year-on-year increase of 108.36%[34] - The company's "fishery-photovoltaic" projects added 320MW of grid-connected capacity in the first half of the year, with a total installed capacity of 4.39GW[34] - The company's TNC product non-silicon cost decreased by nearly 20% compared to the beginning of the year, despite a significant increase in international silver prices[32] - The company's Yunnan 200,000-ton polysilicon project was successfully put into production in May and has reached full production capacity[31] - The company's Baotou 200,000-ton high-purity polysilicon project is expected to be completed and put into production by the end of the year, increasing the company's polysilicon production capacity to over 850,000 tons[31] - The company's global innovation R&D center has achieved a maximum R&D power of 743.2W for TNC modules, setting a new world record[33] - The company's HJT+copper interconnection solution is planned to be launched by the end of 2024, further solidifying its industry-leading position in HJT technology[33] - The company is advancing research on multiple battery technologies, including TOPCon, HJT, XBC, and perovskite, to stay competitive[48] - The company is tracking policy changes in the photovoltaic sector and exploring green certificate and green electricity trading to secure revenue[48] - The company is addressing international trade risks by exploring overseas production capacity and expanding overseas customer channels[49] - The company has built photovoltaic poverty alleviation power stations across multiple regions, promoting clean energy adoption and local economic development[89] - The company pioneered the "fishery-photovoltaic integration" model, combining solar power generation with modern aquaculture, achieving dual benefits of green energy and food production[89] - The company plans to continue deepening its efforts in photovoltaic poverty alleviation and rural revitalization, aligning with national strategies for sustainable development[89] Feed and Aquaculture Business - The company has nearly 80 subsidiaries involved in feed business, adopting a localized production and sales model[22] - The company's feed business includes aquaculture, breeding, animal protection, and food processing, enhancing its comprehensive competitiveness[22] - Annual feed production capacity exceeds 10 million tons, with sales networks covering most of China and Southeast Asian countries such as Vietnam, Bangladesh, and Indonesia[25] - The company's feed business achieved a cost advantage in raw material procurement, saving over 200 million yuan in the first half of 2024[29] - The company's aquatic feed sales achieved counter-trend growth in the first half of 2024, with high-end product proportions increasing by 6 percentage points for general aquatic feed and 8 percentage points for special aquatic feed[30] - The company's food business saw a 7.63% year-on-year increase in sales volume and a 13.16% increase in sales revenue, with domestic aquatic product sales revenue growing by 35.05%[30] - The company's private domain fan membership exceeded 100,000, driving rapid growth in revenue and profit for the online e-commerce business[30] - Feed production capacity exceeds 10 million tons annually, with sales networks covering most of China and Southeast Asian countries such as Vietnam, Bangladesh, and Indonesia[45] - The company has established a professional procurement team to monitor raw material price fluctuations and implement forward, medium-term, and short-term purchasing strategies to control costs[45] - The company is actively promoting the development of antibiotic-free feed and optimizing product formulas to meet green farming demands[47] - The company is closely monitoring exchange rate fluctuations and using financial instruments like forward contracts and swaps to mitigate currency risks[47] Environmental and Sustainability - The company's HJT solar cells feature low process temperature, good passivation effect, high open-circuit voltage, and bifacial power generation[9] - The company's perovskite/silicon tandem solar cells can achieve a conversion efficiency of over 30%[9] - The company's TNC product uses self-developed PECVD polysilicon deposition technology to improve photoelectric conversion efficiency[9] - The company focuses on the development and construction of large-scale "fishery-photovoltaic" bases, integrating ecological aquaculture and green energy[22] - The company completed the first carbon emissions accounting and inventory covering the entire value chain, including Scope 3, and obtained ISO14064-1 greenhouse gas emissions verification statement from an authoritative third party[86] - The company joined the RE100 global initiative as a gold member, committing to achieve 100% renewable energy usage by 2030[86] - The company received a "2" rating from Fitch Evergreen ESG and was awarded the Fitch Evergreen ESG Rating Badge[86] - The company successfully entered the Standard & Poor's Global Sustainability Yearbook (China Edition) 2024 and received the highest score in the domestic semiconductor and semiconductor equipment industry[86] - The company aims to achieve carbon neutrality at the operational level by 2030 and 100% renewable energy usage by 2030[87] - The company implemented a comprehensive water resource management strategy to optimize water usage structure and improve water efficiency[86] - The company actively promoted the construction of national/provincial green factories and national green supply chain management enterprises among its subsidiaries[86] - The company adopted a "green procurement, energy saving, water resource management, and public participation" approach to build a stable and low-carbon supply chain[86] - The company strictly complied with national environmental laws and regulations, including the Environmental Protection Law, Air Pollution Prevention and Control Law, and Water Pollution Prevention and Control Law[86] - The company implemented noise control measures, including the use of low-noise equipment and soundproofing, to meet noise emission standards[83][85] - The company aims to achieve operational carbon neutrality by 2030, with clear action plans and pathways established across operations, value chain, and product levels[88] - The company has implemented advanced technologies such as heat recovery and energy management systems to reduce energy consumption in polysilicon production, achieving significant energy savings[88] - The company has upgraded low-efficiency motors and cooling systems in solar cell and module production, further enhancing energy efficiency[88] - The company has built photovoltaic poverty alleviation power stations across multiple regions, promoting clean energy adoption and local economic development[89] - The company pioneered the "fishery-photovoltaic integration" model, combining solar power generation with modern aquaculture, achieving dual benefits of green energy and food production[89] - The company plans to continue deepening its efforts in photovoltaic poverty alleviation and rural revitalization, aligning with national strategies for sustainable development[89] Financial and Operational Risks - Operating costs decreased by 16.61% to RMB 40.68 billion, mainly due to a sharp decline in photovoltaic industry chain prices[36] - Sales expenses increased by 32.41% to RMB 1.04 billion, driven by the expansion of photovoltaic module business[36] - Financial expenses surged by 252.81% to RMB 761.03 million, primarily due to increased financing scale[36] - Long-term equity investments increased by 441.16% to RMB 2.04 billion, largely due to new equity investments in Shiji Biotechnology Co., Ltd[38] - Short-term borrowings surged by 1,067.12% to RMB 2.50 billion, driven by expanded operations and increased financing[38] - The company is addressing international trade risks by exploring overseas production capacity and expanding overseas customer channels[49] - The company is strengthening supply chain cooperation and customer development to mitigate risks from unforeseen events like natural disasters and geopolitical conflicts[50] - The company's current ratio decreased to 1.23 from 1.61, a decline of 23.60% compared to the previous year-end[123] - The quick ratio dropped to 1.02 from 1.41, a decrease of 27.66% compared to the previous year-end[123] - The debt-to-asset ratio increased by 12.11 percentage points to 67.19% from 55.08%[123] - The company's net profit after deducting non-recurring gains and losses was -3,178,457,291.94 yuan, a decrease of 125.19% compared to the same period last year[123] - The company issued 12 billion yuan of convertible bonds in 2022, with an actual amount of 11.922 billion yuan after deducting underwriting and sponsorship fees[124] - As of the reporting period, the company's total liabilities were 133.285 billion yuan, with current liabilities of 60.651 billion yuan and non-current liabilities of 72.633 billion yuan[129] - The company has 5.283 billion yuan in bank loans due within one year and 46.48 billion yuan in bank loans with a repayment period exceeding one year[129] - The company's credit rating was upgraded to "AAA" by United Credit Rating Co., Ltd. on June 12, 2024[129] - The conversion price of the "Tong 22 Convertible Bonds" was adjusted to 34.60 yuan per share on June 14, 2024[128] - As of the reporting period, 99.86297% of the convertible bonds issued by the company have not been converted, amounting to 11.983556 billion yuan[127] - The company's total assets increased to RMB 198.37 billion as of June 30, 2024, up from RMB 164.36 billion at the end of 2023[131][133] - Total liabilities rose to RMB 133.28 billion in H1 2024, compared to RMB 90.53 billion at the end of 2023[133] - The company's monetary funds remained stable at RMB 19.48 billion as of June 30, 2024, slightly up from RMB 19.42 billion at the end of 2023[131] - Trade receivables financing increased to RMB 15.63 billion in H1 2024, up from RMB 13.33 billion at the end of 2023[131] - Inventory grew significantly to RMB 11.22 billion in H1 2024, compared to RMB 7.79 billion at the end of 2023[131] - Fixed assets expanded to RMB 80.26 billion in H1 2024, up from RMB 68.27 billion at the end of 2023[131] - Short-term borrowings surged to RMB 2.50 billion in H1 2024, a substantial increase from RMB 214 million at the end of 2023[132] - Accounts payable rose to RMB 24.34 billion in H1 2024, compared to RMB 17.38 billion at the end of 2023[132] - Long-term loans increased to RMB 46.48 billion in H1 2024, up from RMB 28.76 billion at the end of 2023[132] - The company's credit rating for "Tong 22 Convertible Bonds" was upgraded to "AAA" with a stable outlook[130] - Total assets increased to 108.01 billion RMB from 92.10 billion RMB at the end of 2023, reflecting a growth of 17.3%[135] - Total liabilities rose to 69.20 billion RMB from 47.76 billion RMB, an increase of 44.9%[135] - Current assets grew to 75.92 billion RMB from 62.23 billion RMB, a 22.0% increase[135] - Non-current assets increased to 32.09 billion RMB from 29.87 billion RMB, up 7.4%[135] - Operating income for the first half of 2024 was 43.80 billion RMB, a decrease of 40.9% compared to 74.07 billion RMB in the same period of 2023[137] - Total operating costs for the first half of 2024 were 45.63 billion RMB, down 13.8% from 52.96 billion RMB in the same period of 2023[137] - R&D expenses for the first half of 2024 were 620.58 million RMB, a decrease of 6.7% compared to 665.40 million RMB in the same period of 2023[137] - Financial expenses for the first half of 2024 were 761.03 million RMB, a significant increase of 252.8% compared to 215.71 million RMB in the same period of 2023[137] - Long-term loans increased to 21.04 billion RMB from 12.65 billion RMB, a growth of 66.3%[135] - Trade receivables financing increased to 2.75 billion RMB from 319.32 million RMB, a substantial increase of 762.5%[134]

| 股票代码:600438 | | --- | | 债券代码:110085 | 通威股份有限公司 股票代码：600438 股票简称：通威股份 公告编号：2024-073 债券代码：110085 债券代码：通22转债 关于2024年半年度计提资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《企业会计准则》及公司有关会计政策的规定，基于审慎性原则，为了更加 真实、准确地反映公司财务状况和经营成果，通威股份有限公司（以下简称"公司"） 及下属子公司在报告期内各资产负债表日，对存在减值迹象的应收账款、其他应收款、 合同资产和存货等合计计提减值准备23.70亿元（未经审计），其中一、二季度分别计 提减值准备3.10亿元、20.60亿元。 一、计提减值准备事项的具体说明 | 项目 | 2024 | 年半年度计提金额（亿元） | | --- | --- | --- | | 应收账款坏账准备 | | 0.90 | | 其他应收款坏账准备 | | 0.25 | | 存货跌价准备 | | 22.53 | | 合同资产减值准 ...