硅片量價齊升,陽光能源(00757.HK)年度扭虧為盈至1.93億元
格隆匯3月29日丨陽光能源(00757.HK)公佈,截至2021年12月31日止年度,公司收益為人民幣71.05億元,同比增長17.4%;歸屬於母公司股東的利潤為人民幣1.93億元,去年同期則虧損為人民幣2.16億元,基本每股盈利為人民幣5.84分。
收益增長的主要原因是來自集團的部分主要產品光伏組件和單晶硅片的銷售增加,而2021年度硅片的平均售價亦高於2020年。
集團於2021年度錄得人民幣8.79.億元的毛利,毛利率為12.4%,相比2020年的人民幣5.86億元毛利和9.7%的毛利率,大幅提升50.1%和2.7個百分點。增長主要原因為集團於2021年,作為主要產品之一的單晶硅片之銷售增加,而單晶硅片的毛利率比其他產品較為高。
集團專注於光伏產業上游單晶硅棒、單晶硅片與下游光伏組件的製造及銷售,其中單晶硅棒與單晶硅片的主要客户是位於產業中游的光伏電池生產大廠,而光伏組件的主要客户則為中國的大型央企、大型跨國企業與其他終端光伏應用客户。另集團亦從事和提供光伏系統安裝及光伏電站之開發、設計、建設、運營及維護的一站式光伏發電解決方案。
集團當前已經形成以遼寧錦州為基地,雲南曲靖和江蘇鹽城為兩翼的"一基兩翼"佈局模式,於2021年12月底,各生產地合計擁有單晶硅棒年產能5.7吉瓦,單晶硅片年產能4.1吉瓦,組件年產能7.2吉瓦,透過生產規模,高效產能的佈局完成,已開始展現更強的綜合競爭力並進一步提升質優但低成本產品的市場份額。
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