能源一号获悉,3月11日,天合光能股份有限公司(下称“天合光能”)的科创板IPO上会审核,已经获得了通过。这是该公司今年的第二次上会。距离首轮上会(1月8日)刚好2个月左右。该公司计划通过科创板融资30亿,其保荐机构为华泰联合,律所为金杜。而这也是首家通过科创板审核的拟上市新能源企业。该公司去年9月12日正式提交了新一轮的科创板股票发行上市审核信息更新进度,更新日期为9月12日。最新的通过结果也意味着,天合光能作为新能源一线生产、运营企业,在继续冲刺科创板,等待敲钟的那一刻。该公司是一家全球领先的光伏智慧能源整体解决方案提供商,主要业务包括光伏产品、光伏系统、智慧能源三大板块。光伏产品包括单、多晶的硅基光伏组件的研发、生产和销售;光伏系统包括电站业务及系统产品业务;智慧能源包括光伏发电及运维服务、智能微网及多能系统的开发和销售以及能源云平台运营等业务。
此前,能源一号从天合光能方面了解到,公司曾中止了科创板的上市,原因为相关机制的规定。在2020年的1月8日上市委第一次会议上,公司也被暂缓审议。多个原因需要继续补充资料再提交。此前,能源一号就分析认为,尽管被列为暂缓审议的对象,但对天合光能有利的一点在于:此前被同样列为“暂缓审议”的2家同命运企业,都已分别进入下一阶段。上交所的信息详细显示,上海复旦张江生物医药股份有限公司(下称“复旦张江”)和成都秦川物联网科技股份有限公司(下称“成都秦川”)等,全部在2月3日在做财报更新(该工作,天合已做过);并向第二轮“问询”环节推进。因此,天合光能可以在2个月内重新进入审议阶段,也就顺理成章。
天合光能公布的数据来看,这家企业去年前九月的资产总额达340.4亿,2018年全年资产总额296亿。公司的资产负债率在两个报告期分别为50%和54%。同时,企业营收分别是168亿和250.5亿。扣非后净利是4.24亿和5.6亿。
2018年,欧盟对中国光伏已实施五年的最低限价(MIP)措施到期取消,2018年9月4日起恢复光伏正常贸易,为该地区的收入增长创造了有利条件;而在澳洲及日本市场,天合光能的销售情况也十分抢眼。此外,经过不断开拓中东、拉美等新兴市场等动作,上述区域的天合光能组件销售情况也显现了突出优势。境内看,国家能源局于 2019 年 5 月底发布《国家能源局关于 2019 年风电、光伏发电项目建设有关事项的通知》,2019 年上半年,国内市场组件整体装机量11.4GW,下半年光伏行业市场需求预计增加,天合光能的组件产品出货量变动趋势与国内市场情况相符。与此同时,2018 年,该公司推出了天合智能优配产品,该业务通过提供项目设计和工程服务为业主和开发商,提供综合解决方案,满足业主一体化交付的需求。2018年当年就实现了高额的销售收入。在品牌影响力及境外市场跟踪支架需求增加的因素作用下,2019年全年,天合智能优配产品的收入增长继续加快。
Energy One learned that on March 11, the IPO of Trina Solar Co., Ltd. (hereinafter referred to as "Trina Solar") on the science and technology innovation board will be reviewed and has been approved.It was the company's second such meeting this year.It's about two months before the first round (Jan. 8). The company plans to raise 3 billion yuan through the science and innovation board, and its sponsors are Huatai United and KWM. This is also the first new energy company to be listed through the Science and Technology Innovation Board. The company formally submitted a new round of science and technology innovation board stock issuance and listing audit information update on September 12 last year, the update date is September 12. The latest result also means that Trina Solar, as a new energy front-line production and operation enterprise, is continuing to sprint the science and technology innovation board, waiting for the moment of ringing the bell. The company is a global leading PV smart energy overall solution provider, the main business includes PV products, PV systems, smart energy three segments.Photovoltaic products including single, polycrystalline silicon based photovoltaic modules R & D, production and sales; Photovoltaic system includes power station business and system product business; Smart energy includes photovoltaic power generation and operation and maintenance services, development and sales of intelligent micro grid and multi-energy systems, and operation of energy cloud platform.
Previously, Energy One learned from Trina Solar that the company had suspended the listing of the science and innovation board, because of the relevant mechanism. At the first meeting of the municipal party committee on January 8, 2020, the company was also suspended.Additional information is required for a number of reasons. Previously, energy source 1 on the analysis that, although was listed as the object of the suspension of review, but Trina Light advantageous point is: before the same was listed as the "suspension of review" of the 2 enterprises with the same fate, have respectively entered the next stage.Detailed information from the Shanghai Stock Exchange shows that Shanghai Fudan Zhangjiang Biomedical Co., Ltd. (hereinafter referred to as "Fudan Zhangjiang") and Chengdu Qinchuan Internet of Things Technology Co., Ltd. (hereinafter referred to as "Chengdu Qinchuan") were all updating their financial statements on February 3 (Trina had already done this work). And to the second round of "inquiry" link.Accordingly, day combine light can enter afresh within 2 months consider a stage, also be logical.
According to data released by Trina Solar, the company's total assets reached 34.04 billion yuan in the first nine months of last year, and 29.6 billion yuan in 2018. The company's asset-liability ratio was 50% and 54% respectively in the two reporting periods.Meanwhile, corporate revenue was 16.8 billion and 25.05 billion, respectively. Net profit after deduction is $424 million and $560 million.
In 2018, the EU's five-year-old minimum price cap (MIP) on Chinese photovoltaic products expired and resumed normal trade in photovoltaic products on September 4, 2018, creating favorable conditions for revenue growth in the region; In Australia and Japan, Trina Solar's sales are also very strong.In addition, through the continuous development of the Middle East, Latin America and other emerging markets and other actions, Trina solar components sales in the above regions have also shown prominent advantages. Territory, issued by the National Energy Administration at the end of May 2019, the National Energy Administration on wind power, photovoltaic power generation project construction in 2019 notice of relevant matters, in the first half of 2019, the domestic market component total installed capacity of 11.4 GW, market demand is expected to increase in the second half of the photovoltaic industry, the change of trina solar component product shipments are in conformity with the domestic market situation.At the same time, in 2018, the company launched TRW Smart Premium Products, a business that provides integrated solutions for owners and developers by providing project design and engineering services to meet owners' integrated delivery needs. In 2018, the year achieved high sales revenue.Under the influence of brand influence and the increasing demand for tracking stents in the overseas market, the revenue growth of TRW intelligent matching products continued to accelerate throughout the year of 2019.