GCLSI(SZ:002506) Xin Lang Zheng Quan·2025-09-08 05:35Company Overview - GCL-Poly Energy Holdings Limited is located in Suzhou Industrial Park, Jiangsu Province, China, and was established on June 26, 2003. The company was listed on November 18, 2010. Its main business involves the research, production, and sales of crystalline silicon solar cells [1][2]. Financial Performance - For the first half of 2025, GCL-Poly reported a revenue of 7.694 billion yuan, a year-on-year decrease of 5.16%. The net profit attributable to shareholders was -327 million yuan, representing a significant decline of 854.29% compared to the previous year [2]. - The company has cumulatively distributed 158 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Stock Performance - As of September 8, GCL-Poly's stock price was 2.72 yuan per share, with a market capitalization of 15.913 billion yuan. The stock has seen a year-to-date increase of 1.87%, a decline of 0.73% over the last five trading days, a rise of 5.02% over the last 20 days, and a 19.30% increase over the last 60 days [1]. - The stock experienced a net outflow of 13.7049 million yuan in principal funds, with significant buying and selling activity recorded [1]. Shareholder Information - As of June 30, 2025, GCL-Poly had 223,100 shareholders, an increase of 3.61% from the previous period. The average number of circulating shares per shareholder was 26,191, a decrease of 3.48% [2]. - The top ten circulating shareholders include the photovoltaic ETF (515790), which holds 54.5213 million shares, a decrease of 262,800 shares from the previous period [3]. Business Segments - GCL-Poly's revenue composition is as follows: 92.38% from modules, 4.61% from system integration packages, 2.27% from battery cells, 0.45% from other sources, and 0.29% from power generation [1]. - The company operates within the power equipment sector, specifically in photovoltaic equipment and solar cell modules, and is involved in various concepts such as BC batteries, BIPV, clean energy, perovskite batteries, and TOPCon batteries [2].