阳光能源2024 中期报告

TO CREATE 2024Interim Report CONTENTS目 錄 2Corporate Information4Company Profile5Financial Highlights6Management Discussion and Analysis22Disclosure of Interests24Corporate Governance and Other Information26Independent Review Report27Interim Condensed Consolidated Statement of Profit or Loss28Interim Condensed Consolidated Statement of Comprehensive Income29Interim Condensed Consolidated Statement of Financial Position31Interim Condensed Consolidated Statement of Changes in Equity32Interim Condensed Consolidated Statement of Cash Flows34Notes to Interim Condensed Consolidated Financial Information Corporate Information公 司 資 料 董 事會 Board of DirectorsExecutive Directors Mr. TAN Wenhua(Chairman)Mr. TAN Xin(Chief Executive Officer)Mr. WANG Junze Non-executive DirectorMr. HSU You Yuan Independent Non-executive DirectorsDr. WONG Wing Kuen, AlbertMs. CHUNG Wai HangMs. TAN Ying 公司 秘 書 Company SecretaryMr. YEUNG Chi Tat 審 核 委 員會 Audit CommitteeDr. WONG Wing Kuen, Albert(Chairman)Ms. CHUNG Wai HangMs. TAN Ying 薪 酬 委 員會 Remuneration Committee Ms. TAN Ying(Chairlady)Dr. WONG Wing Kuen, AlbertMs. CHUNG Wai HangMr. TAN Wenhua 提 名委 員會 Nomination Committee Ms. CHUNG Wai Hang(Chairlady)Dr. WONG Wing Kuen, AlbertMs. TAN YingMr. HSU You Yuan 核 數 師 Auditor Ernst & YoungCertified Public AccountantsRegistered Public Interest Entity Auditor Corporate Information公 司 資 料 主 要 往 來 銀 行 Principal Bankers Agricultural Bank of ChinaBank of ChinaBank of JiangsuBank of JinzhouChina CITIC BankChina Merchants BankChina Zheshang BankCMB Wing Lung BankEntie Commercial BankIndustrial and Commercial Bank of ChinaIndustrial BankJiangsu Jianhu Rural Commercial BankJinzhou Rural Commercial BankKunshan Rural Commercial BankShanghai Pudong Development BankTaiwan Cooperative BankThe Hongkong and Shanghai Banking Corporation Limited 註 冊 辦 事處 Registered OfficeCricket Square Hutchins DriveP.O. Box 2681Grand Cayman, KY1-1111Cayman Islands Cricket SquareHutchins DriveP.O. Box 2681Grand Cayman, KY1-1111Cayman Islands 香 港 總 辦 事處 暨 主 要營業 地 址 Head Office and Principal Place of Businessin Hong KongRoom 1402, Harbour Centre 251402 25 Harbour RoadWanchaiHong Kong 股份 過 戶登 記 總 處 Principal Share Registrar and Transfer OfficeSuntera (Cayman) Limited Suntera (Cayman) LimitedSuite 3204, Unit 2A, Block 3Building D, P.O. Box 1586Gardenia Court, Camana BayGrand Cayman, KY1-1100Cayman Islands Suite 3204, Unit 2A, Block 3Building D, P.O. Box 1586Gardenia Court, Camana BayGrand Cayman, KY1-1100Cayman Islands 香 港股份 過 戶登 記分處 Hong Kong Branch Share Registrar andTransfer Office 183171712–16 Computershare Hong Kong Investor Services LimitedRooms 1712–16, 17th FloorHopewell Centre183 Queen’s Road EastWanchaiHong Kong 法 定代 表 Authorised RepresentativesMr. WANG JunzeMr. YEUNG Chi Tat 企 業 網站www.solargiga.com Corporate Websitewww.solargiga.com Company Profile公 司 簡 介 757 Solargiga Energy Holdings Limited (the “Company”, together with itssubsidiaries, the “Group”, Hong Kong stock code: 757), is a leadingsupplier of solar energy services. Its products are not only sold tocustomers in the mid-stream industries, but also directly to end users. During the six months ended 30 June 2024, the Group was mainlyengaged in the following businesses: (a)the manufacture and trading of photovoltaic modules;(b)the construction and operating of photovoltaic power plants;and(c)the manufacture and trading of semiconductor, the trading ofmonocrystalline silicon solar cells and others. (a) (b) (c) The Group now focuses on the manufacturing and sales of downstreamphotovoltaic modules in the photovoltaic industry. Among them themajor customers of photovoltaic modules are large domestic state-owned enterprises, multinational corporations and other photovoltaicend-user customers. This enables the Group to fully demonstrate itscurrentadvantages in the production of such products.Moreover,the Group is engaged in the installation of photovoltaic systems andthe development, design, construction, operation and maintenance ofphotovoltaic generation plants. As of the end of June 2024, the module production capacity of theGroup was 9.8GW. 9.8 Financial Highlights財 務 摘 要 Management Discussion and Analysis管 理 層 討 論 及 分 析 市場 概 覽 Market Overview InfoLinkConsulting0–12%39 Sincethe beginning of 2024,the photovoltaic(PV)industry hascontinued the previous “involution” trend. With the rapid release ofPVproduction capacity in recent years,the growth rate of globalPV demand has slowed down. According to the analysis of InfoLinkConsulting, a firm engaged in renewable energy research, the globalPVdemand will increase slightly by 0–12%in 2024.Nevertheless,global PV demand continues to grow, and the number of gigawatt-scale markets in the world is gradually increasing, expected to reach39 in 2024. As the world’s largest PV installation market, China’s PVindustry has also undergone a “reshuffle” and is entering a stage ofsteady growth. In the face of fierce market competitio