JA SOLAR(002459)
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晶澳科技(002459) - 投资者关系活动记录表(2021年4月29日)
2022-11-22 03:02
Group 1: Financial Performance - In Q1 2021, the company shipped 4.46 GW of solar modules, with 2.77 GW shipped overseas, achieving revenue of 6.956 billion CNY, a year-on-year increase of 51.52% [1] - The net profit attributable to shareholders was 157 million CNY, with total assets at 40.941 billion CNY and net assets attributable to shareholders at 14.823 billion CNY by the end of Q1 [1] Group 2: Supply Chain Management - The company is actively managing supply chain challenges due to tight upstream raw material supplies and rising prices, focusing on long-term contracts to secure essential materials [1] - Inventory management is being enhanced to improve raw material turnover, with a focus on maintaining normal levels of silicon material supply [3] Group 3: Production Capacity and Expansion - The company plans to add over 10 GW of integrated production capacity this year, with new projects including 4.3 GW of battery capacity in Ningjin and 5 GW in Yiwu, as well as 3.5 GW in Vietnam [2] - By the end of this year, the company expects its module production capacity to exceed 40 GW, with battery and silicon wafer capacities at approximately 80% of module capacity [3] Group 4: Market Outlook and Sales Strategy - The company has not adjusted its annual shipment target and is confident in meeting it, with Q2 module shipments expected to be between 5-6 GW as market demand recovers [2] - The sales strategy includes increasing the proportion of spot orders and improving inventory turnover to enhance profitability [2][3] Group 5: Price and Cost Management - The company anticipates an increase in module sales prices and a decrease in some raw material prices, which will contribute to improved profitability in the second half of the year [3] - The management is focused on enhancing market forecasting and improving the quality of orders to support profitability [3]