全球光伏产业价值链重构
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全球能源转型提速!亚玛顿出海中东,“就近供给”撬动海外高毛利市场
Zheng Quan Shi Bao Wang· 2025-09-11 08:13
Group 1 - The core viewpoint of the articles highlights the strategic shift of the company, Amatone, towards overseas markets, particularly in the Middle East, to capitalize on the growing demand for photovoltaic glass driven by regional energy transitions [3][6]. - Amatone reported a revenue of 1.083 billion yuan and a net loss of 15.82 million yuan in the first half of the year, but its overseas sales reached 160 million yuan, marking a 107% year-on-year increase [2][4]. - The company plans to invest approximately 240 million USD in a new factory in the UAE with an annual production capacity of 500,000 tons of photovoltaic glass, with the registration process already completed [2][3]. Group 2 - The Middle East is experiencing a significant increase in photovoltaic installations, with Dubai's Mohammed bin Rashid Al Maktoum Solar Park aiming for 5,000 MW by 2030, and Saudi Arabia planning to invest around 266 billion USD for 130 GW of renewable energy capacity by 2030 [3][6]. - Amatone's overseas business has a gross profit margin of 22.96%, significantly higher than the domestic margin of 4.66%, indicating a shift in the company's revenue structure towards more profitable international orders [4][5]. - The company is leveraging the favorable business environment in the UAE, including tax exemptions and lower production costs, to enhance its competitive edge in the region [3][5]. Group 3 - The company's strategy includes a "proximity supply" model, which aims to reduce transportation costs and improve delivery times by situating production close to major photovoltaic projects in the Middle East [5][8]. - The global photovoltaic industry is undergoing a restructuring, with Chinese manufacturers shifting from a cost-leadership model to a dual-driven approach of technology and regional advantages [6][7]. - The expansion of Chinese photovoltaic companies in the Middle East is creating new supply chain demands, with major players like Longi Green Energy and Trina Solar increasing their overseas shipments [8].