Almost at the same time, Longji, Zhonghuan and GCL-Poly Energy made a decision: to change their names.
On April 28th, GCL Energy officially welcomed its new name "GCL Technology". A few days ago, Zhonghuan and Longji also announced that they planned to rename the securities abbreviation "TCL Zhonghuan" and "Longji Green Energy" respectively.
However, behind the withdrawal of the old brand from the historical stage and the opening of the future journey of the new brand name, it reflects the persistence and change of the leaders.
especially in today's era when the investment boom in photovoltaic industry is on the rise and the dominant frequency is emerging, photovoltaic leading enterprises need to know their own direction more than ever before.
their respective choices
in March p>221, GCL technology announced a new strategic layout in the performance warning: focusing on the main business of silicon materials, returning to the nature of scientific and technological innovation, and focusing on the granular silicon business.
in less than a year, this leading silicon material enterprise has made multi-point layout in the northern and western regions, and accelerated the output expansion. GCL Technology revealed that at present, the company has planned to build three 1,-ton and one 3,-ton FBR granular silicon production bases in Xuzhou, Jiangsu, Leshan, Sichuan, Baotou, Inner Mongolia and Hohhot respectively.
after p>16 years, GCL finally chose to return to the main business of silicon materials. For Zhu * * * Shan, Chairman of GCL Group, GCL's investment in R&D; D has become its proudest bottom line in the past 16 years. "There is no unique solution to the road to development, but there is an optimal solution: technology is the' first energy' and innovation is a good medicine for symptomatic confusion."
in recent years, GCL technology once fell into a dark moment. After suffering the bitter fruit of the sharp increase in cash flow pressure caused by the rapid expansion in the past, the company made a subtraction and rallied under the blessing of the new technology of granular silicon.
in p>221, GCL technology achieved a net profit of 5.84 billion yuan, turning losses into profits. And in the first quarter of this year, the company is expected to achieve a net profit of more than 3 billion yuan, setting a new high in a single quarter.
after the difficult period, GCL's new technology is constantly playing the role of "feedback", opening the "second photovoltaic spring" for Zhux Mountain.
if the renaming of GCL is a kind of "rebirth after robbery", then the renaming of zhonghuan shares and Longji shares is an enhancement of the new image.
in fact, whether it is GCL technology, zhonghuan shares or Longji shares, these three leading photovoltaic enterprises have always been given the stereotype that GCL technology is a big silicon material factory, and Longji and zhonghuan are both silicon wafers.
with the name of "science and technology", gcl technology endows the outside world with new attributes of technological innovation of silicon materials, while zhonghuan and Longji enjoy the connotation of business diversification with the new names.
"The company is committed to promoting the transformation of low-carbon energy, and has long focused on providing high-efficiency single-crystal solar power generation solutions to customers around the world. At present, it is mainly engaged in the research, development, production and sales of monocrystalline silicon rods, silicon wafers, batteries and components, providing products and system solutions for the development of photovoltaic centralized ground power stations and distributed roofs, and actively deploying and cultivating photovoltaic hydrogen production business from 221. " Talking about the reasons for the name change, Longji shares said that the word "green energy" will strengthen the company's value.
according to zhonghuan, the name "TCL" is ahead of the times, which not only further strengthens the association with the group brand, but also supports the global business development with the help of TCL's influence in parent brand.
obviously, the planning and positioning of new business have promoted the above three leading photovoltaic enterprises to enter the deep water area of industrial competition.
it is foreseeable that after the name change, the journey of leading photovoltaic enterprises in the second half has been vigorously rolled out.
In the second half of the competition
Although the name change of the three leading photovoltaic enterprises was a bit sudden, everything was planned for a long time.
when the concept of granular silicon swept the capital market since the fourth quarter of 22, it was only a matter of time before the name of GCL was changed.
from the outside world, GCL group once flourished in thermoelectric, silicon materials and silicon wafers, but after more than ten years
in the granular silicon layout of GCL, zhonghuan shares became its strong partner. In mid-April this year, GCL Technology signed a strategic cooperation framework agreement with GCL Group, Zhonghuan and TCL Technology. The parties intend to carry out in-depth cooperation in investing in new photovoltaic and electronic silicon materials projects in Hohhot, Inner Mongolia. According to the cooperation agreement, all parties will establish 1, tons of research and development; Project D in the production and downstream use of granular silicon and silicon-based materials and 1, tons of electronic-grade polysilicon in Hohhot, with a total investment of 12 billion yuan.
so far, the planned total production capacity of GCL FBR granular silicon has reached 6, tons, and it is estimated that the total production capacity of silicon materials will reach 36, tons by the end of this year.
Of course, in the era of rod-shaped silicon where the improved Siemens method prevailed, GCL technology and its granular silicon also faced fierce competition from other silicon manufacturers. At the same time, the risk of technology spillover also makes this capital market a hot spot, and it is necessary to set stricter barriers on key elements such as technology, talents and equipment.
therefore, GCL needs to accelerate in the second half competition of silicon materials.
similarly, Longji shares and zhonghuan shares also need to be accelerated.
according to the latest financial report data, Longji shares achieved an operating income of 8.932 billion yuan in 221, and the net profit attributable to shareholders of listed companies was 9.74 billion yuan, a record high. In the first quarter of this year, the company achieved an operating income of 18.6 billion yuan, a year-on-year increase of 17%, and a net profit of 2.664 billion yuan, a year-on-year increase of 6%.
last year, the company's operating income was 41.15 billion yuan, a year-on-year increase of 115.7%. The net profit was 4.435 billion yuan, a year-on-year increase of 2.58%; The net profit of returning to the mother was 4.3 billion yuan, a year-on-year increase of 27.3%. In the first quarter of this year, the operating income and net profit of Zhonghuan shares increased by 79.13% and 96.2% respectively.
Thanks to the recent price increase of silicon wafers, Longji and Zhonghuan have withstood the test of the continuous rise of upstream silicon materials and handed over good transcripts, but the market's expectations for photovoltaic giants are obviously higher.
Since the beginning of this year, the valuation of A-share photovoltaic sector has been "re-brushed" in the market. Longji and Zhonghuan, as the leading companies, bear the brunt, and their share prices have dropped by 3% and 2% respectively from their highs.
The decline in valuation has tested the fundamentals of leading enterprises: Longji and Zhonghuan urgently need to inject new genes into their own operations.
as a result, Longji shares found "green energy" and Zhonghuan shares ushered in "TCL".
after the mixed reform, the central
shares were in sturm und drang in the "TCL era", and its net profit doubled in 221 and the first quarter of this year; However, when the performance growth rate of Longji Co., Ltd. slowed down last year and the first quarter of this year, the liberation plan of "green electricity and green hydrogen" advocated by Longji Co., Ltd. tried to open the bottleneck for future growth.
in the second half of the competition, zhonghuan shares got the blessing of management system reform, and Longji shares found a breakthrough in business development.
the three photovoltaic faucets will also sail to the next station in the name change. Related Q&A: What are the listed companies for photovoltaic hydrogen production? 1. Longji shares 2. Sunshine Power 3. Baofeng Energy 4. Jingke Technology 5. Datang Group 6. Yili Jieneng 7. Hydrogen production systems using solar energy include photolysis hydrogen production, solar power generation and electrolytic water hydrogen production. Hydrogen production from solar energy has been developing for nearly 3 ~ 4 years. The research of solar hydrogen production mainly focuses on the following technologies: thermochemical hydrogen production, photoelectrochemical decomposition, photocatalysis, artificial photosynthesis and biological hydrogen production. 8. Among hydrogen production methods, hydrogen production from fossil fuels accounts for more than 9% of the world. Hydrogen production from fossil fuels mainly adopts steam reforming and pressure swing adsorption to produce high purity hydrogen. Hydrogen production from electric energy electrolysis of water also accounts for a certain proportion. Hydrogen production from solar energy has been developing for nearly 3 ~ 4 years. The research of solar hydrogen production mainly focuses on the following technologies: thermochemical hydrogen production, photoelectrochemical decomposition, photocatalysis, artificial photosynthesis and biological hydrogen production. : 1. As early as 218, Longji began to pay attention to and lay out electrolytic hydrogen production from renewable energy. In the past three years, Longji has conducted in-depth research and development cooperation with well-known scientific research institutions and authoritative experts at home and abroad, and has formed technical accumulation in the fields of electrolytic hydrogen production equipment and photovoltaic hydrogen production. At the end of March 221, a wholly-owned subsidiary, Longji Green Energy Venture Capital, and Shanghai Suzaku Investment * * * jointly established Xi 'an Longji Hydrogen Energy Technology Co., Ltd. to carry out the layout of hydrogen energy industrialization. 2. Inverter leading solar energy is one of the earliest photovoltaic listed companies in China to carry out photovoltaic hydrogen production research. According to the company, a special hydrogen energy division has been established, and in-depth cooperation has been carried out with Dalian Institute of Chemical Physics of Chinese Academy of Sciences in advanced PEM electrolytic hydrogen production technology, integration of renewable energy and electrolytic hydrogen production, and hydrogen energy optimization. Production system, etc. 3. Since 219, Baofeng Energy, a leading enterprise of high-end coal-based new materials, has started a hydrogen production project. In April, 22, the company's "Demonstration Project of Hydrogen Production, Energy Storage and Comprehensive Utilization by Solar Electrolysis Water" started construction in Ningdong Base, Ningxia. The project will involve many fields, such as hydrogen production from solar electrolyzed water, hydrogen storage and transportation, hydrogen refueling station, demonstration and use of hydrogen energy transportation, and coupling with modern coal chemical industry to produce high-end new chemical materials. 4. In 219, Jingke Technology said: "By 225, the great progress of' photovoltaic+energy storage' hydrogen production system technology will be economically feasible for large-scale use." To this end, the company's layout at home and abroad: in foreign countries, the company signed a strategic cooperation agreement with air products in 22, and the two sides cooperated in the field of photovoltaic new energy, combining "hydrogen production" with "green electricity". ”； In China, the company made great efforts to promote the implementation of hydrogen production project from renewable energy. I hope I can help you. Related question and answer: big breakthrough! Large-scale hydrogen production from solar energy is successful. How big is the hydrogen energy market in China?
I think this news is very exciting and good, but it's also a bit strange. Some time ago, the Japanese just announced that the development direction of their new energy vehicles, especially hydrogen and fuel cell vehicles, has completely failed, and they are also going to give up. Now suddenly, another solar energy has succeeded in making hydrogen. Is it necessary to extend the life of the fuel cell vehicles that they have already entered the cold palace?
Of course, I think it's a good thing to study it. If solar energy is used to generate electricity, there is a problem of unstable power supply. How to generate electricity on the grid is a big problem, so the phenomenon of abandoning electricity generated by solar energy is also very serious. If solar energy is used to make hydrogen. This is the best of both worlds. On the one hand, it can make full use of solar energy. On the one hand, we can vigorously develop new energy sources. It's really a good thing.
I hope that in this field, the efficiency of converting solar energy into hydrogen can be higher and higher, thus making it valuable for large-scale development. # Economist # # Planning # # New Media # # From the Media # # I want to make headlines # # Micro Headline Daily Sign # # Hundred Powder # # Positive Energy # # Thousands of Powder Entertainment #