GCL TECH(03800) 智通财经网·2025-03-28 16:25Core Viewpoint - GCL-Poly Energy (03800) reported a revenue of RMB 15.098 billion for the year ending December 31, 2024, with a shareholder loss of RMB 4.75 billion, translating to a loss of RMB 0.1797 per share, indicating a challenging financial period but showing signs of operational recovery starting from Q2 2024 [1] Group 1: Financial Performance - The company achieved a revenue of RMB 15.098 billion for the fiscal year [1] - Shareholder losses amounted to RMB 4.75 billion, with a loss per share of RMB 0.1797 [1] Group 2: Technological Advancements - GCL-Poly's original FBR granular silicon technology has reduced production cash costs to RMB 27.14 per kg, with over 95% of products being high-quality and a market share exceeding 25% [2] - The company has made significant breakthroughs in perovskite technology, achieving conversion efficiencies of 19.04% for single junction and 26.36% for tandem cells, maintaining a global leadership position [2] - The introduction of AI in R&D and manufacturing has accelerated the development of perovskite technology, with expectations to enhance tandem module efficiency to 27% by the end of 2025 [2] Group 3: Sustainability and Carbon Footprint - The FBR granular silicon has a record low carbon footprint of 14.441 kg CO2e/kg-Si, with all production bases achieving 100% sustainable supply chain coverage [3] - The carbon footprint certification for granular silicon is 41 kg CO2e/kg-Si, translating to 16 kg CO2e/kg-Si from "gate to gate," generating nearly RMB 1 billion in carbon premiums annually [3] - GCL-Poly's carbon chain components, primarily made from FBR granular silicon, are well below the low-carbon product threshold set by the Ministry of Commerce, enabling smoother international market entry for Chinese photovoltaic products [3]