Yuanjing, a major solar module manufacturer (6443-TW) Benefiting from the strong demand from downstream customers, coupled with the fact that there are currently few domestic competitors for large-size modules, the production capacity before the end of the year is almost fully booked. In particular, the sales unit price of large-size products is high, and the legal person is optimistic. will challenge new highs.
In response to customer needs, Yuanjing has been upgrading and expanding its production lines since the beginning of this year. It is expected that by the end of the year, whether it is M6 or M10, the monthly production capacity will reach 25-30MW, and the annual module production capacity is estimated to increase to 1.2-1.5 GW. More than half are large sizes.
Yuanjing, as the first echelon of large-scale mass production, is also very active in receiving orders; Yuanjing pointed out that the M6 module is already the mainstream size of the domestic new case, and it has begun to be shipped to customers. The previous production capacity has been fully booked, and only the last month of production capacity is left this year, and the M10 module is also in the fourth quarter.
With the expansion of the module size, the unit price of Yuanjing products has also increased. In addition, the price of polysilicon materials remains high and continues to rise at this stage, and the company has also slightly increased the price, which will help to expand the scale of revenue.
In addition, the development of fishery and electricity symbiosis promoted by the government has gradually matured, and the demand for solar energy in the case site has increased. Yuanjing has also received many orders for fishery and electricity symbiosis. The momentum of shipments is expected to continue from this year to next year. Come harvest time.
In addition, in the first half of this year, Yuanjing, in order to fulfill its commitment with customers, signed a large-scale case field order last year, because it might not pass on the cost of raw materials and eroded profits. , and the increase in the proportion of high-margin new product shipments, the legal person is optimistic, Yuanjing’s gross profit margin has the opportunity to rebound to double digits in the second half of the year, and profits have improved significantly.
