Amaton 65438+announced on the evening of February 20th that the company recently signed a strategic cooperation agreement with Jin Hi-Tech to sell photovoltaic glass to Jin Hi-Tech, and the estimated total contract amount is about 6 billion yuan (including tax).

By the close of 65438+February 20th, the market value of Amaton was 5.793 billion yuan.

Looking back from June 24th to June 27th, the market value of Amaton was less than 7 billion yuan. At that time, it signed a strategic cooperation agreement with Trina Solar to sell 1.6mm ultra-thin photovoltaic glass to Trina Solar. It is estimated that the total contract amount is about 7.425 billion yuan (including tax).

In addition, Amarton is a qualified supplier of Tesla solar tiles and other related products, and has also reached a cooperation framework agreement with Longji Green Energy.

During the year, the order amount exceeded 654.38+03 billion yuan.

Compared with the current market value of Amarton, the total contracted orders since the beginning of 2022 have exceeded 654.38+03 billion yuan.

On the evening of February 20th, 65438, Amarton announced that the company had recently signed a strategic cooperation agreement with Jin Hi-Tech, and planned to sell photovoltaic glass to Jin Hi-Tech from June 30th, 2023 to June 30th, 2025, with an estimated total contract amount of about 6 billion yuan (including tax).

Among them, the average annual sales of this order is about 2 billion yuan, accounting for about 90% of Amarton's audited revenue of 2.032 billion yuan in 20021year.

On June 26th, Amarton signed a strategic cooperation agreement with Trina Solar to sell 1 .6mm ultra-thin photovoltaic glass to Trina Solar from June/day 2022 to February 3 1 2025. It is estimated that the total contract amount is about 7.425 billion yuan (including tax) (Note: this photovoltaic glass is.

Among them, the total contract amount of this order is 7.425 billion yuan, accounting for 363.73% of Amarton's audited income of 2.032 billion yuan in 20021year.

Amarton believes that the above two orders will have a positive impact on the company. The current order is conducive to the marketing of the company's ultra-thin photovoltaic glass products ≤ 2.0 mm, while the previous order is conducive to the marketing of the company's 1.6mm ultra-thin photovoltaic glass. In the end, both orders are conducive to enhancing the company's market influence and core competitiveness in the field of thin glass.

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Amarton won the favor of photovoltaic giants to sign big orders, and it has happened before.

On October 4th, 20021year1year, Amarton announced that the company had signed a strategic cooperation agreement with Jin Hi-Tech, and planned to sell photovoltaic coated glass to Jin Hi-Tech from June 20021year to February 2022. The estimated total sales amount is about 26,543.80 billion yuan (including tax) (note: the total contract amount is calculated based on the average market price of various specifications of glass in February 2020 and the estimated sales amount of various specifications of glass), accounting for about 65,438+077,438+0% of the company's audited income in 2065,438+09.

Why can Amaton win the favor of many photovoltaic giants?

According to Amarton, the company is the first enterprise in China to enter the field of photovoltaic coated glass, and it is also the first enterprise in China to mass-produce ultra-thin physical tempered glass ≤2.0mm and make ultra-thin double glass components through physical tempering technology, leading the photovoltaic industry into a thinner, lighter and more durable "lightweight" era, ranking in the forefront of the domestic double glass component market.

On the interactive platform, Amarton replied to investors that the company is a qualified supplier of Tesla solar tiles and other related products.

In August, 20021,Amarton signed a cooperation framework agreement with Longji Green Energy to jointly develop the application of "Ding Long" BIPV 1.6mm ultra-thin lightweight anti-glare glass in photovoltaic building integration project.

According to Amarton, 1.6mm photovoltaic glass is 20% lighter than the current mainstream 2.0mm, and has obvious advantages in weight and cost, which is more in line with the requirements of lightweight and high efficiency in home distributed scenes. It is of great significance to reduce costs and increase efficiency in photovoltaic industry.

Large orders in the photovoltaic field continue.

Looking back from the beginning of 2022 to the present, the photovoltaic industry has been receiving a large number of orders, and the number and amount of orders harvested by Daquan Energy have exceeded Amarton.

65438+February 1, Daquan Energy announced two major contract announcements. Among them, Inner Mongolia Daquan, a wholly-owned subsidiary of Daquan Energy, recently signed a purchase agreement with Longji Green Energy and its nine subsidiaries, stipulating that Longji Green Energy and its nine subsidiaries are expected to purchase 25 1280 tons of polysilicon from Inner Mongolia Daquan from May 2023 to February 2027.

According to the average price of polycrystalline silicon compact announced by PVInfoLink on June 24th, 2022, 302,000 yuan/ton (including tax), it is estimated that the above purchase amount is about 75.887 billion yuan (including tax, this estimated price does not constitute a price commitment). Both parties agree to negotiate the actual purchase price every month, and the purchase amount may fluctuate with the market price, subject to the actual purchase order.

Daquan Energy's annual revenue of 202/kloc-0 is1083.2 billion yuan, and the total closing market value as of February 20, 2022 is 1097 billion yuan.

Daquan Energy's main product is high-purity polysilicon, which is mainly used in photovoltaic industry. In the upstream link of photovoltaic industry chain. At present, it has formed an annual production capacity of 6.5438+0.05 million tons of high-quality polysilicon with low energy consumption and low cost, and is one of the main market participants in the polysilicon industry.

According to the data of China Photovoltaic Industry Association, in the first half of 2022, the domestic polysilicon output was about 365,000 tons, and the company's polysilicon output in the same period was 66,700 tons, accounting for 18.3% of the domestic polysilicon output, and the scale was in the first echelon of the industry.

From June 4, 2022 to June 65, 2022, only 438+065,438+0, Daquan Energy issued a total of six announcements, five of which involved signing major contracts, and the total purchase amount is estimated to be 65,438+085,565,438+050,000 yuan.

Zheshang Securities released a research report saying that Daquan Energy is the global polysilicon leader and its production capacity is progressing smoothly. Considering that the downstream demand is expected to continue to exceed expectations, it is expected that the supply and demand of polysilicon will be tight for a long time, and the company's profit forecast for 2022-2024 will be raised.

Huajin Securities released a research report. In the long run, since the beginning of 2022, Daquan Energy has signed a polysilicon procurement framework contract with a number of customers, with a time span of 5-6 years, covering about 660,000 tons of polysilicon sales, which will guarantee future performance.