Financial Associated Press, October 30 (Reporter Wu Chao)Recently, the industrialization of heterojunction (HJT) has shown a lot of progress. Huasheng New Energy has announced profits in September, and 002610.SZ, another leading company in the field of HJT and also an earlier domestic enterprise with the layout of HJT batteries, has also ushered in the "dawn" of profits. three quarterly reports show that the company has reversed losses under the blessing of non-recurring profits and losses, and the scale of Q3 losses in a single quarter has narrowed compared with the same period last year.

According to the financial report released by Aikang Technology, the company's operating income in the first three quarters was 3.717 billion yuan, down 14.04% from the same period last year; its net profit was 20.2284 million yuan, compared with a loss of 272 million yuan in the same period last year.

A reporter from the Financial Associated Press was concerned that Aikang Technology was able to reverse its losses in the first three quarters, relying to a large extent on two non-recurrent profit and loss items: first, the government subsidy reached 17.8988 million yuan, mainly because the government subsidy received by the company was included in other income; second, other non-operating income and expenditure reached 22.356 million yuan, mainly to recognize the amount of debt guarantee losses of Haida Group. The net profit attributable to the company after deduction is-12.3978 million yuan.

Q3 single quarter, the company's net profit attributable to a loss of 25.9329 million yuan, although still a loss, but a net loss of 113 million yuan in the same period last year, the loss significantly narrowed.

Photovoltaic industry insiders told the Financial Associated Press that at present, HJT technology has entered the period of industrial development from the preparatory period of exploration. Although the cost is still higher than PERC and TOPCon, the production capacity of PERC and TOPCon is already higher, the industry has intensified the volume, and the phenomenon of price decline is more common. HJT market due to the relatively small available capacity, the degree of volume is relatively light, so the price resilience is also relatively higher. In the long run, cost reduction is the key to heterogeneous profits.

Aikang Technology has been investing in the field of capital reduction since the beginning of this year. According to the company, through the upgrading of the process and equipment, the average mass production conversion efficiency of single-sided microcrystal heterojunction batteries is 25.3% Mel 25.5%, and the production yield is 98%. Especially in the field of ultra-multiple main gate (SMBB) and non-main gate (0BB) technology, there are breakthroughs in the field of 0BB non-main gate assembly test line, which is being debugged for capacity climbing and is expected to be put into mass production by the end of this year or early next year; as a key technology for cost reduction, electroplated copper components have entered research and development and reliability testing.

In addition, the expansion of the company's HJT batteries and components is also under way. According to disclosure, Aikang Technology plans to achieve super-40GW high-efficiency solar cell and module production capacity within five years through the layout of Suzhou, Huzhou, Ganzhou, Zhoushan and other bases, among which the production capacity of Zhangjiagang, Ganzhou, Changxing and other production bases has been released as scheduled this year.

It is worth mentioning that the current guarantee balance of Aikang Technology is still high. According to the latest progress announcement of Aikang Technology in providing guarantees for wholly-owned subsidiaries, up to now, the cumulative maximum amount of external guarantee contracts accounts for about 270.20% of the company's latest audited net assets. The cumulative financing balance under the external guarantee contract accounts for 120.81% of the most recent audited net assets.