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创新破局领航高增赛道,东方日升光伏电站EPC与转让业务营收大增127.85%
Quan Jing Wang· 2025-08-29 00:45
Core Viewpoint - The company, Dongfang Risen, reported significant growth in its solar energy business, with a notable increase in revenue and net profit, indicating a strong performance in the photovoltaic sector amidst industry reforms aimed at optimizing competition and enhancing profitability [1][2]. Financial Performance - In the first half of 2025, Dongfang Risen achieved a revenue of 7.443 billion yuan, with the solar power station EPC and transfer business generating 2.642 billion yuan, a year-on-year increase of 127.85% [1] - The company's net profit attributable to shareholders rose by 29.49% year-on-year, with a 39.69% increase in the second quarter [1]. Industry Trends - The Ministry of Industry and Information Technology, along with multiple departments, held a meeting to address the photovoltaic industry, focusing on eliminating backward production capacity and establishing a pricing monitoring and product pricing mechanism [1]. - The global solar EPC market is projected to reach a value of $407.6 billion by 2024, with a compound annual growth rate (CAGR) of 8.1% from 2025 to 2034 [3]. Technological Advancements - Dongfang Risen has a production capacity of 40 GW for photovoltaic modules and is actively engaged in cutting-edge technologies such as heterojunction and perovskite [2]. - The company has developed proprietary technologies, including the 0BB battery technology and ultra-thin silicon wafer technology, which enhance production efficiency and reduce costs [6][7]. Business Model and Strategy - The company has established a comprehensive business model covering the entire solar power station value chain, including development, construction, operation, and transfer [4]. - Dongfang Risen is expanding its business into distributed solar power stations while integrating energy storage solutions to enhance project profitability and efficiency [4]. Market Position and Recognition - Dongfang Risen has received multiple global certifications, including from Germany's T V and the EU, establishing a strong foundation for international sales [9]. - The company ranks among the top photovoltaic module manufacturers globally, consistently appearing in BloombergNEF's Tier 1 list [9]. Global Expansion - The company has strategically set up production bases across China, particularly in the Yangtze River Delta region, to optimize logistics and supply chain efficiency [10]. - Dongfang Risen is implementing a "four globalizations" strategy, focusing on market, manufacturing, capital, and talent globalization to enhance its competitive edge in the global market [11].
涉案金额8217万元!金刚光伏因江苏银行借款逾期遭执行,此前四家下属公司已申请重整
Hua Xia Shi Bao· 2025-04-17 22:19
华夏时报(www.chinatimes.net.cn)记者 李佳佳 李未来 北京报道 风波不断! 近期,甘肃金刚光伏股份有限公司(下称"金刚光伏",300093.SZ)发布公告,披露了其收到执行裁定书暨重大诉 讼的最新进展。 记者留意到,早在2024年8月,金刚光伏及子公司在银行、融资租赁公司等机构的逾期债务就已经高达约5.23亿 元,占公司2023年度经审计净资产的1974.65%。 此外,金刚光伏还深陷诉讼泥潭,多次公布新增诉讼情况。仅在2025年2月20日至3月26日,公司及控股子公司新 增诉讼、仲裁事项累计涉及金额为13,276,846.11元。 上述公司人员对记者表示,如果不缺资金的话,也不会这么多诉讼。 四家子公司申请重整 据悉,公司及苏州金刚光伏科技有限公司(下称"苏州金刚")、广东欧昊集团有限公司、苏州金刚防火钢型材系 统有限公司作为被执行人,将被冻结、扣划银行存款82,173,047.71元,若银行存款不足之数,被执行人名下相应 价值的其他财产将被查封、冻结,且相关裁定立即执行。 为进一步了解执行情况,《华夏时报》记者致电金刚光伏证券部,公司人员告诉《华夏时报》记者,还在跟法院 沟通,目前账 ...