根据弗若斯特沙利文的资料，按2023年的出货量计，在专业制造商中，公司的N型TOPCon电池全球市场份额达至约46.5%，排名第一，公司的光伏电池全球市场份额达至约12.8%，排名第四。于同年，按2023年出货量计，在专业制造商和一体化制造商中，公司的N型TOPCon电池的市场佔有率约为16.1%，全球排名第二；公司的光伏电池市场份额约为5.5%，全球排名第八。Hainan Drinda New Energy Technology Co., Ltd. submitted an application for listing on the main board of the Hong Kong Stock Exchange, with Huatai International, CMB International, and Deutsche Bank as joint sponsors.
According to the Zhongtong Finance APP, on October 14th, the Hong Kong Stock Exchange received news that Hainan Jun Da New Energy Technology Co., Ltd. (referred to as Jun Da company) submitted an application for listing on the main board of the Hong Kong Stock Exchange, with Huatai International, CMB International, and Deutsche Bank as joint sponsors. It is reported that Jun Da company (002865.SZ) is already listed on the A-share market. The company submitted the application to the Hong Kong Stock Exchange on February 6, 2024, and the prospectus expired on August 6, 2024, after being effective for six months.
The prospectus shows that Hainan Jun Da New Energy Technology Co., Ltd. is a leading professional photovoltaic cell manufacturer. The company is dedicated to the research, development, production, and sales of high-efficiency photovoltaic cells. With research and development innovation and key technology, the company has maintained a competitive position in different mainstream photovoltaic cells such as N-type TOPCon cells and P-type PERC cells.
According to data from Frost & Sullivan, based on the shipment volume in 2023, among professional manufacturers, the company's market share of N-type TOPCon cells globally reached approximately 46.5%, ranking first. The company's market share of photovoltaic cells globally reached approximately 12.8%, ranking fourth. In the same year, based on the shipment volume in 2023, among professional manufacturers and integrated manufacturers, the company's market share of N-type TOPCon cells was approximately 16.1%, ranking second globally; the company's market share of photovoltaic cells was approximately 5.5%, ranking eighth globally.
The company's photovoltaic cells are the most important components in photovoltaic modules. These components can be integrated into photovoltaic systems, which are then used in various locations such as power plants, factories, buildings, and residences, mainly for solar power generation. With the company's innovative ability and strong operational efficiency, the company provides N-type TOPCon and P-type PERC cells to many world-leading customers, most of whom are in China.
In the historical records period, the company mainly offered three key products: The 210-N N-type TOPCon monocrystalline cell was launched in 2023, with both sides having 18 main grids, a thickness of 130μm ± 13μm, and dimensions of 210mm * 210mm ± 0.5mm. The front efficiency is ≥26.0%, and the rear efficiency is ≥80%. The 182-N N-type TOPCon monocrystalline cell was launched in 2022, with both sides having 16 main grids, a thickness of 130μm ± 13μm, dimensions of 182mm * 182mm ± 0.5mm, front efficiency of ≥26.0%, and rear efficiency of ≥80%. The 182-P P-type PERC monocrystalline cell was launched in 2021, with both sides having 10 main grids, a thickness of 170μm ± 17μm, dimensions of 182mm * 182mm ± 0.5mm, front efficiency of ≥23.8%, and rear efficiency of ≥70%.
In terms of finances, as of June 30 in 2021, 2022, 2023, and the six months up to 2024, Hainan Drinda New Energy Technology Co., Ltd. achieved revenues of approximately 1.639 billion yuan, 11.086 billion yuan, 18.611 billion yuan, 9.4 billion yuan, and 6.355 billion yuan respectively. During the same periods, the gross profits were approximately 0.207 billion yuan, 1.215 billion yuan, 1.696 billion yuan, 1.577 billion yuan, and -23.829 million yuan respectively.
