协鑫科技2023中期报告

GCL Technology Holdings Limited 2023 2 3 13 27 29 31 34 37 39 88 89 97 98 101 (CEAP)(CBAM)(IRA)DPA 20224.5%70%2023400GW2024120261202711205018.21 20236065%2(IRR)797.16GW3157.51%3489.41GW317.88%33 2023 2023111,05425,376MW177.1%5.0%82,35928,695202363020,946202241.8%8,778202223.9%5,51820.79 15% 40 10102630% 2810.3%15%30% 2023TOPConHJT N2023N 0.5ppbw470%NN20% N20237120NTU2023140% 20232.301.450.7963.1%90%100% GCL90%FBR 2023735.68 3728%50 2023885413220238 620243 15 CCZCCZ185200MWN0.1• cmCCZNGCL-FBRCCZ 1m2m16%18%BIPV3C 3~5 2023IT 2.952.4120236 308,450202376 ESG ESGESGESG 2023ESGESGESGESG ESGESGESGESG 2023 202320236 30202362022 2022 202220226 30 20236 3020,9468,778202214,7757,08341.8%23.9% 5,51820227,062 –– 20236 30240,000680,0007100,00060,0002023630111,054202240,082177.1%82,3592022634.3% 20236 301455 20236 3025,37611,738202224,17315,3605.0%92.3% 20236 30101,09511,51425,70112,101202240,29523,915150.9%7.5% 20236 30124.117.9 20236 3020,836202214,67941.9% 2023641% 20226 3048.0%20236 3041.9% 20222023 202322,95814,4737,94563.1% 20236 301815020149.7% 20236 305133.0 20236 3013,01796,718202214,58095,840 20236 30110202296 20236 3020,946202214,77541.8% 20236 3041.9%202247.9%8,778202223.9% 20226 3048.0%20236 3041.9% 20236 3048.8%20225.6% 20236 30237.520226 30335125.420226 3044.443.420226 3031.2 20226 306320236 30123 20236301,138202273754.4% 20236 3012022630157 20236 301,42920226 30537 (i)90220226 30689(ii)80220226 30(iii)1520226 3087(iv)20226 3033(v)18320226 30202(vi)3820226 3012(vii)520226 30136(viii)3520226 3046 2023630215202293131.2% 20236 301,037 •7.7•54•2.3 20236 301,175202296122.3% 20236 305,51820227,062 202212 3126,53120236 3031,484 202212 312,61220236 302,306 202212 3115020236 30158 20236 30 •38.5%85•40.27%27•6.42%8•74340•49.84%3•24.59%6•7.44%22 202212 3123,62120236 3027,032 202212 3119,58120236 3020,321 202363023.65%2022 12 3123.62% 202212 3178920236 30985 202212 313,49620236 303,136 20236 30974128 20236 30 20236 30 20236 30 17202212 31325202212 3154202212 31488202212 318248202212 3138 202363011202212 311.51.4 20236 305,7352022123110,225166202212 3116660202212 3160 20236 30202212 3171 20236 30202212 312,500202212 312,5002023630202212 311,0571,328 20236 30202312 31 20236 3020236 30 20237 2120171 160.864,296,0002023202320237 210.02% 20236 3020226 30 298720236 30343434 2410 20236 3034 2023829 P00712 2023630 2023630 2023630 (i)202212 3120236 3031,625,00084,500,00057,971,000118,838,00020236 3031,625,000(ii)(iii)201720182022676,107,0002017116524,498,88820236 3039,820,00026(II)20236 30484,678,88826(II)(iv)20092015(v)15,009,000126,029,0007,000,00058,778,0002009500,000(vi)5%10%50%(vii)(i)(ii)(iii) 2023630 1A. 34202212 31 2410 202212 3132 1B. 2829 2. 32023630202212 31 2023630 3. 171281212 12 121524 1212 12127420221 1 2023630 3. 17716211028 4. 8 20221231 4. 2023630 4. • 2023630 4. ••202212 3132 4.20226 30 2023630 5. 6. 2023630 2023630 25% 15%15% 8. 21%8.84% 20183 212017720183 2828.25%216.5%16.5% 16.5% 20081 15%10%260,446,00020226 30268,809,000 2023630 9. 10. 11. (a) 2023630 11. (a) 202320226 30(i)(ii)(iii) 202320226 30 202320226 30202320226 30202320226 30 (b) 2023630 11. (c) 20226 30 153,431,0000.57 0.57153,431,000 12. 20236 306,92320226 305,806 3820226 3023673620226 3010052022630136 152420226 30562420226 3037 20236 30202363020236 3020236 30802 2023630 13. 202220236 30 20236 3020236 3018612.5%1,00028.05%24.55%182,969,000 20236 3020236 30310,000,00049.84% 14. 202220236 30 2023630 2023630 16. (a) 20236 3020,596,718,000202212 3117,853,765,000 20236 304,238,000202212 312,402,000 2023630 16. (b) (c)202212 311620225.88% 20236 302022165.88%202312 29 17. 20236 30202212 31 2023630 18. 20236 3023.65%2022123123.62% 2023630 18. (a)30202212 3130 (c)20236 30528,400,000202212 31528,400,000 (d) 2023630 19. 20. 20236 3012,111,839,00020226307,638,853,000144,678,00020226 303,854,000 (a)(i)1,374,086,000202212 313,525,418,0003,277,950,000202212 31252,442,000(ii)7,909,872,000202212 318,866,248,000 (b)20209(i)192,0000.15%(ii)49 20236 3068,203,000202212 3172,407,0004,204,00020226 307,711,000 2023630 21. 36202212 3136 22. 2023630 22. 135202212 31149112202212 31112 20236308,192,722,00020226 301,568,048,00020236308,117,722,000202212 317,414,485,000 1.2%6.5%2022 12 311.2%6.5% 2023630 (a)20164 1,957,00020226 301,727,000 23. (b)202123.848%600 20236 3031,989,00020226 301,961,000 30 (c)202020212020202120.24%20223 1820226.64.41501008.96%5.97%50.03%51.52%20221130202220229.17.224018910.16%8.0%51.52%52.33% 20222022(i)(ii)10%(iii)12.89% a202512 31b2022c 202020212022 20236301892022123127810%10% 20236 30506,607,000202212 31293,952,000 2023630 24. 20236 3084,500,000118,830,00020236 30 20236 30202212 31 25. 20236 30350,099,000202212 31299,439,000 4,554,173,000202212 313,455,535,000754,200,000202212 31465,163,000 2023630103,479,0002022