Financial Performance - Revenue for the third quarter was RMB 24.48 billion, a decrease of 34.47% year-over-year[2] - Net profit attributable to shareholders was a loss of RMB 843.81 million, down 127.84% year-over-year[2] - Revenue for the first three quarters of 2024 was RMB 68.27 billion, a decrease of 38.7% compared to RMB 111.42 billion in the same period of 2023[15] - Operating costs for the first three quarters of 2024 were RMB 70.79 billion, a decrease of 17.1% compared to RMB 85.37 billion in the same period of 2023[15] - Net profit for the first three quarters of 2024 was a loss of RMB 4.77 billion, compared to a profit of RMB 20.93 billion in the same period of 2023[16] - Sales revenue from goods and services for the first three quarters of 2024 was RMB 66.93 billion, a decrease of 40.2% compared to RMB 111.86 billion in the same period of 2023[17] - Cash received from customers for goods and services in the first three quarters of 2024 was RMB 66.93 billion, a decrease of 40.2% compared to RMB 111.86 billion in the same period of 2023[17] - Cash paid for goods and services in the first three quarters of 2024 was RMB 54.46 billion, a decrease of 25.4% compared to RMB 73.03 billion in the same period of 2023[17] Asset and Liability Changes - Total assets increased by 20.41% to RMB 197.91 billion compared to the end of the previous year[3] - The company's total assets as of September 30, 2024, were 197,907,612,928.95 RMB, an increase from 164,363,161,459.66 RMB at the end of 2023[14] - The company's total liabilities as of September 30, 2024, were 136,634,322,423.48 RMB, an increase from 90,533,776,973.25 RMB at the end of 2023[14] - The company's total equity as of September 30, 2024, was 61,273,290,505.47 RMB, a decrease from 73,829,384,486.41 RMB at the end of 2023[14] - The company's fixed assets as of September 30, 2024, were 84,711,280,202.85 RMB, an increase from 68,269,964,227.96 RMB at the end of 2023[13] - The company's long-term loans as of September 30, 2024, were 46,162,142,570.31 RMB, an increase from 28,755,180,069.46 RMB at the end of 2023[14] - The company's inventory as of September 30, 2024, was 12,280,013,564.68 RMB, an increase from 7,788,385,427.12 RMB at the end of 2023[12] Financing and Debt - Long-term loans increased by 60.54% to RMB 46.16 billion due to expanded financing needs[5] - Short-term borrowings surged by 776.46% to RMB 1.88 billion due to expanded business operations[5] - The company received 36.68 billion CNY from borrowing, a substantial increase from 15.12 billion CNY in the previous period[18] - The company repaid 8.23 billion CNY of debt, up from 4.01 billion CNY in the previous period[18] - The company issued 12 million convertible corporate bonds with a total value of 12 billion RMB, each with a face value of 100 RMB and a maturity of 6 years[11] - As of September 30, 2024, 16,467,000 RMB of "Tong 22 Convertible Bonds" had been converted into A-shares, with a cumulative conversion of 430,045 shares[11] - The unconverted amount of "Tong 22 Convertible Bonds" is 11,983,533,000 RMB, accounting for 99.86278% of the total issuance[11] Cash Flow - Net cash flow from operating activities for the first three quarters of 2024 was RMB 2.99 billion, a decrease of 85.8% compared to RMB 21.02 billion in the same period of 2023[17] - Cash received from investment activities in the first three quarters of 2024 was RMB 40.53 billion, an increase of 143.5% compared to RMB 16.64 billion in the same period of 2023[17] - Cash received from the disposal of fixed assets, intangible assets, and other long-term assets in the first three quarters of 2024 was RMB 202.98 million, an increase of 1728.5% compared to RMB 11.10 million in the same period of 2023[17] - Cash received from other investment-related activities in the first three quarters of 2024 was RMB 581.99 million, a decrease of 15.0% compared to RMB 684.49 million in the same period of 2023[17] - Investment activities cash outflow totaled 62.87 billion CNY, a significant increase from 44.61 billion CNY in the previous period[18] - Net cash flow from investment activities was -22.34 billion CNY, compared to -27.97 billion CNY in the previous period[18] - Net cash flow from financing activities was 19.84 billion CNY, a significant improvement from -7.77 billion CNY in the previous period[18] - Cash and cash equivalents at the end of the period were 14.83 billion CNY, compared to 20.47 billion CNY in the previous period[18] - The company's cash and cash equivalents increased by 457.41 million CNY, compared to a decrease of 14.73 billion CNY in the previous period[18] Shareholder Information - Tongwei Group holds 2,017,803,687 shares, accounting for 44.82% of the total shares[6] - Hong Kong Securities Clearing Company holds 250,181,763 shares, representing 5.56% of the total shares[6] - ICBC - SSE 50 ETF holds 54,605,145 shares, accounting for 1.21% of the total shares[6] - China Life Asset Management - BOC - China Life Asset - Advantage Selection 2108 holds 52,099,840 shares, representing 1.16% of the total shares[6] - ICBC - Huatai-PineBridge CSI 300 ETF holds 51,888,617 shares, accounting for 1.15% of the total shares[6] - CCB - E Fund CSI 300 ETF holds 34,255,531 shares, representing 0.76% of the total shares[6] - Yang Lin holds 31,800,000 shares, accounting for 0.71% of the total shares[6] - BOC - Huatai-PineBridge CSI Photovoltaic Industry ETF holds 25,319,995 shares, representing 0.56% of the total shares[6] - China Life Asset Management - CIB - China Life Asset - Advantage Selection 2110 holds 24,400,000 shares, accounting for 0.54% of the total shares[6] - China Pacific Life Insurance - Traditional - General Insurance Product holds 23,097,464 shares, representing 0.51% of the total shares[6] Expenses and Impairments - Financial expenses surged by 254.31% to RMB 1.32 billion due to increased financing scale[5] - Asset impairment losses increased by 65.23% to RMB 3.33 billion, mainly due to inventory write-downs[5] - Government subsidies decreased by 47.68% to RMB 477.49 million[5] - Dividend, profit, and interest payments totaled 7.50 billion CNY, a decrease from 19.40 billion CNY in the previous period[18] Business Expansion and Investments - Inventory increased by 57.67% to RMB 12.28 billion due to expanded business operations[5] - Construction in progress increased by 51.78% to RMB 22.49 billion, driven by high-purity silicon and battery cell projects[5] - The company's monetary funds as of September 30, 2024, were 16,464,679,018.87 RMB, a decrease from 19,418,437,782.89 RMB at the end of 2023[12]

股票代码：600438 股票简称：通威股份 公告编号：2024-085 债券代码：110085 债券简称：通 22 转债 通威股份有限公司 第八届监事会第十八次会议决议公告 本公司监事会及全体监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。 通威股份有限公司（以下简称"公司"）召开第八届监事会第十八次会议，现 将会议的相关情况及会议决议公告如下： 一、本次会议的会议通知及材料于 2024 年 10 月 30 日以书面、邮件和电话方 式传达给公司全体监事。 二、本次会议于 2024 年 10 月 30 日以现场方式召开。会议应到监事 3 人，实 到监事 3 人。本次会议由监事会主席邓三女士主持，会议的召开符合《公司法》《公 司章程》及其它相关法律、法规及规章的规定。 三、公司 3 名监事参与审议了会议的相关议案。 四、本次会议共审议 4 项议案，均获得全票通过。 五、本次会议形成的决议如下： 1、审议《2024 年第三季度报告》 监事会认为 2024 年第三季度报告编制和审议程序符合法律、法规、《通威股 份有限公司章程》和公司内部管理制度的各项规定 ...

股票代码：600438 股票简称：通威股份 公告编号：2024-082 债券代码：110085 债券代码：通22转债 通威股份有限公司 关于公司股票交易异常波动的公告 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。 重要内容提示： 一、股票交易异常波动的具体情况 通威股份有限公司（以下简称"公司"）股票于2024年10月23日、10月24日、10月 25日股票交易连续3个交易日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券 交易所交易规则》规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 5、在股票异常波动期间，公司控股股东及实际控制人不存在买卖本公司股票的行 通威股份有限公司（以下简称"公司"）股票于2024年10月23日、10月24日、10月 25日股票交易连续3个交易日内日收盘价格涨幅偏离值累计超过20%，根据《上海 证券交易所交易规则》规定，属于股票交易异常波动情形。 经公司自查并向控股股东、实际控制人发函问询，截至本公告披露日，不存在应 披露而未披露的影响公司股票交易异常波动的重大事项。 为。 三 ...

关于召开 2024 年第三季度业绩说明会的公告 通威股份有限公司 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 证券代码：600438 证券简称：通威股份 公告编号：2024-083 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。 重要内容提示： 会议召开时间：2024 年 11 月 04 日(星期一) 下午 14:00-15:00 公司董事长、CEO 刘舒琪女士；独立董事傅代国先生；公司光伏首席技术官、 通威太阳能（成都）有限公司技术中心（国家级）主任邢国强先生；财务总监周 斌先生；董事会秘书严轲先生。 会议召开方式：上证路演中心网络互动 投资者可于 2024 年 10 月 28 日(星期一) 至 11 月 01 日(星期五)16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （zqb@tongwei.com）进行提问。公司将在说明会 ...

自查,现就公司问询事项回复如下: 截至 2024年 10 月 25 日,本人不存在筹划涉及你公司的重大资 产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产注 入、股份回购、股权激励、破产重整、重大业务合作、引进战略投资 关于通威股份有限公司 股票交易异常波动情况征询函的回函 通威股份有限公司: 你公司于 2024 年 10 月 25 日发来的《关于通威股份有限公司股 票交易异常波动情况的征询函》已收悉。作为你公司实际控制人,经 于股票交易异常波动期间 (2024 年 10 月 23 日、2024 年 10 月 24 日、 2024 年 10 月 25 日）不存在买卖公司股票的情形。 此复。 公司实际控制人签名: fri 121 2024 年 10 月 25 日 者等应披露而未披露的重大事项,或处于筹划阶段的重大事项;本人 ...

股票交易异常波动情况征询函的回函 通威股份有限公司: 关于通威股份有限公司 你公司于 2024 年 10 月 25 日发至我司的《关于通威股份有限公 注入、股份回购、股权激励、破产重整、重大业务合作、引进战略投 资者等应披露而未披露的重大事项,或处于筹划阶段的重大事项;我 公司于股票交易异常波动期间（2024 年 10 月 23 日、2024 年 10 月 24 日、2024 年 10 月 25 日 ）不存在买卖你公司股票的情形。 此复。 司股票交易异常波动情况的征询函》已收悉。作为你公司控股股东, 经自查,现就公司问询事项回复如下: 截至 2024 年 10 月 25 日，本公司不存在筹划涉及你公司的重大 资产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产 ...

（原标题：通威股份回应光伏板块大涨：可能受近期传闻影响，关于限制能耗传闻我们也在了解）证券 时报e公司讯，今日光伏板块大涨，通威股份、隆基绿能均涨停。 近期多个有关光伏市场的"小作文"开始流传并发酵，包括但不限于光伏行业传下个月出工信部限制能耗 的政策。 对此，记者以投资人身份联系了通威股份、隆基绿能投资者关系部门。 对于今日光伏板块大涨，通威股份相关人士称，现在市场上传闻比较多，可能是受这些信息影响，并 称"有很多种传闻，也没有得到官方确认"。 对于限制能耗的消息，该人士表示，我们也在了解。 隆基绿能相关人士对于该传闻则回应称，不清楚。 ...

Market Performance - The photovoltaic (PV) sector experienced a significant surge, with Tongwei Co Ltd and LONGi Green Energy Technology Co Ltd both hitting the daily limit up of 10% [1] - Tongwei Co Ltd rose by 10.02% and LONGi Green Energy Technology Co Ltd increased by 10.00% [1] Industry Rumors - Recent rumors circulating in the PV market include potential energy consumption restrictions by the Ministry of Industry and Information Technology next month [1] - Tongwei Co Ltd acknowledged the prevalence of market rumors but stated that none have been officially confirmed [1] - LONGi Green Energy Technology Co Ltd responded to the rumors by stating they have no knowledge of such developments [1] Company Responses - Tongwei Co Ltd indicated that the market surge might be influenced by various unverified rumors [1] - Tongwei Co Ltd is actively seeking to understand the details regarding the energy consumption restriction rumors [1]

Market Movement - Photovoltaic concept stocks surged in the afternoon, with Tongwei Co and Flat Glass Group rapidly rising to the daily limit [1] - Daqo New Energy rose more than 10%, while TCL Zhonghuan, Deye Technology, Optotech, Hopewind Electric, Aiko Solar, and Ginlong Technologies all rose more than 5% [1] Industry News - The China Photovoltaic Industry Association recently released a notice titled "Current Cost Analysis of Photovoltaic Modules: Bidding Below Cost and Winning Bids May Violate the Law" [1] - The association also announced the estimated minimum tax-inclusive cost of photovoltaic modules for October 2024: 0.68 yuan/W [1]

2023 年 8 月 16 日，公司收到中国银行间市场交易商协会（以下简称"交易 商协会"）下发的《接受注册通知书》（中市协注[2023]DFI42 号）。《接受注册 通知书》中明确：交易商协会决定接受公司债务融资工具注册；注册自通知书落 款之日（2023 年 8 月 10 日）起 2 年内有效；公司在注册有效期内可分期发行超 短期融资券、短期融资券、中期票据、永续票据、资产支持票据、绿色债务融资 工具等产品，也可定向发行相关产品；每期发行时应确定当期主承销商、发行产 品、发行规模、发行期限等要素。具体内容详见公司于 2023 年 8 月 17 日在上海 证券交易所网站（www.sse.com.cn）披露的相关公告。 | 证券代码：600438 | 证券简称：通威股份 | | 公告编号：2024-081 | | --- | --- | --- | --- | | 债券代码：110085 | 债券简称：通 22 | 转债 | | 通威股份有限公司 2024 年度第二期超短期融资券（科创票据）发行结果公告 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 ...