On December 26, Roshow Technoiogy Co.Ltd(002617) (002617) announced that due to the extreme weather and snowstorm in Tongliao City, Inner Mongolia Autonomous Region, the photovoltaic power stations of Tongliao Juneng photovoltaic Co., Ltd. and Tongliao sunshine power photoelectric technology Co., Ltd. of the company collapsed in varying degrees. At present, the company is stepping up the verification of property losses and claims with the property insurance department. The specific loss amount is still under evaluation and is expected to have a certain impact on the company’s performance this year.
The project scale of sunshine power, the above affected subsidiary, is large. According to the financial report, the photovoltaic power station in Dalin town of sunshine power has a scale of 60MW, ranking the third in the company’s photovoltaic project. The grid connection has been completed, and the book value of fixed assets of the project is 3.8793 million yuan.
Roshow Technoiogy Co.Ltd(002617) the existing solar photovoltaic power stations are mainly concentrated in North China, distributed in Beijing, Hebei, Shanxi, Shandong, Inner Mongolia, Liaoning and other places. In addition, there are four photovoltaic power station projects under construction, with an installed capacity of 238.1mw.
At present, the proportion of revenue contributed by photovoltaic projects is not large. In the first half of 2021, the company’s total photovoltaic power generation was 409 million kwh, realizing an operating revenue of 297 million, accounting for 16% of the total revenue. Enamelled wires, electromechanical equipment and other industrial manufacturing products are the main source of revenue, accounting for 80% of the total revenue.
Roshow Technoiogy Co.Ltd(002617) recently, it is in the situation of increasing income without increasing profit, and the profit has declined significantly. According to the financial report, in the first half of this year, the company’s revenue was 1.145 billion yuan, a year-on-year increase of 62.07%; Deduct non net profit of 75 million yuan, a year-on-year decrease of 43.6%; In the first three quarters, the revenue was 2.676 billion yuan, a year-on-year increase of 39.93%, deducting 36.78 million yuan of non net profit, a year-on-year decrease of 64.77%. The semi annual report shows that the increase of the company’s operating cost is greater than the revenue, mainly due to the rise in the price of raw material copper and the large investment cash flow generated by the purchase and construction of fixed assets.
As of the latest closing, Roshow Technoiogy Co.Ltd(002617) closed at 14.58 yuan per share, down 3.89%.
At present, no other listed company has disclosed the impact of Tongliao snow disaster. According to the news conference on the snow disaster in Tongliao City on November 12, as of 17:00 on November 11, it was preliminarily verified that the direct economic loss caused by the snow disaster in Tongliao, Inner Mongolia reached 663 million yuan. The snowstorm damaged and collapsed 16013 local sheds, killed 4963 large and small livestock, covered 311000 mu of grain crops with snow, damaged the workshops and warehouses of 174 industrial enterprises, stopped production of some enterprises and project construction, and had a great impact on the transportation of raw materials and products. It is reported that the snowfall is the strongest snowstorm since the meteorological records in Tongliao City in 1951, with the maximum snowfall reaching 102.9 mm.
(Securities Times · e company)
