晶澳科技(002459) - 2025 Q2 - 季度业绩预告

JA Solar Technology Co., Ltd. 2025 Semi-Annual Performance Forecast JA Solar's preliminary financial performance forecast for H1 2025 projects a significant net loss I. Estimated Performance for the Current Period JA Solar forecasts a net loss of 2.5 billion to 3 billion CNY for H1 2025, significantly widening from the prior year's loss - The performance forecast period is from January 1, 2025, to June 30, 2025[2] Key Financial Indicators for H1 2025 Performance Forecast | Item | Current Period (Jan-Jun 2025) | Prior Period (Jan-Jun 2024) | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | Loss: 2.5 billion CNY—3.0 billion CNY | Loss: 0.874 billion CNY | | Net Profit Excluding Non-Recurring Items | Loss: 1.86 billion CNY—2.36 billion CNY | Loss: 0.819 billion CNY | | Basic Earnings Per Share | Loss: 0.76 CNY/share—0.91 CNY/share | Loss: 0.27 CNY/share | II. Communication with Accounting Firm The forecast's financial data is unaudited, but preliminary discussions with the accounting firm found no significant discrepancies - The financial data in this performance forecast has not been pre-audited by an accounting firm[3] - The company has had preliminary discussions with the accounting firm, which found no significant discrepancies with the forecast data[3] III. Explanation of Performance Changes Profitability declined due to industry overcapacity, intense competition, price pressure, and trade protection, resulting in a temporary operating loss - The company continues to deepen market expansion, accelerate internationalization, and maintain a leading position in battery module shipments[4] - Key reasons for performance change include concentrated release of photovoltaic industry capacity leading to temporary supply-demand imbalance, intensified industry competition, overall downward pressure on product prices across all segments compared to the same period, and increased international trade protection policies[4][5] - These factors led to a year-on-year decrease in the company's module average selling price and profitability, resulting in a temporary operating loss[5] - The company will continue to strengthen its multi-dimensional core competencies, including manufacturing experience, vertical integration, product technology innovation, R&D capabilities, supply chain resilience, corporate social responsibility, and third-party quality certification systems, to enhance operational efficiency and market competitiveness[5] IV. Risk Warning No significant uncertainties affecting the accuracy of this performance forecast were identified as of the announcement date - As of the announcement disclosure date, the company has not identified any significant uncertainties affecting the accuracy of this performance forecast[6] V. Other Relevant Information This preliminary performance forecast's final financial data will be in the 2025 semi-annual report, urging investors to exercise caution - This performance forecast is a preliminary estimate by the company's finance department, with specific financial data subject to the 2025 semi-annual report[7] - Investors are advised to make cautious decisions and be aware of investment risks[7]