值得注意的是，尽管中国企业基本控制了中欧两大光伏市场的产业链，但在2022年，美国在RENIXX World中的排名却首次超过中国（自2010年起，在RENIXX World 30家企业里，中国的七家公司一直占据首位，美国的八家公司紧随其后，德国的五家公司长期稳定排在第三）。
Atlas battery shipments up over 100%, and 30 of global new energy companies’s performance rising
The renewable energy industry continues to heat up around the world.
As a major player in the global solar photovoltaic industry, the performance of Chinese company AT&S Solar Power Group, which went public in the US in 2006, in 2022 has great reference value for the development prospect of the global renewable energy industry.
In 2022, AT&S will ship 21.1GW of PV modules, achieving 45% year-on-year growth; in storage cells, it will ship 1.79GWh of storage capacity, doubling compared to last year, which is inextricably linked to the explosion of the European energy storage market in the same period.
The performance in 2022 has also boosted our confidence in the future,” said Shawn Qu, an engineer at AT&S PV Division. As of January 31 (2023), AT&S already has 25GW of solar projects in development and 47GWh of cell projects under construction. at the same time, the company has laid out a well-stocked pipeline to meet the completion of these projects.”
At the conference, the company also forecasted its performance in 2023: total PV module shipments will be in the range of 30-35GW; CSI Solar’s battery storage shipments are expected to be in the range of 1.8-2.0GWh, while total sales are likely to fall in the range of $8.5-$9.5 billion.
2022 is not only Atlas Solar Power Group’s soaring performance, the world’s 30 most representative renewable energy listed companies, all achieved amazing results last year.
The RENIXX World (Renewable Energy Stock Index) is the first stock index to measure the performance of 30 publicly traded companies around the world engaged in renewable energy production, which earn at least half of the global renewable energy sector’s profits each year.
In fiscal year 2022, the RENIXX Stock Index reached $7.47 billion, up 42% year-over-year; net income growth achieved a new record of $240 million for the first time, up 152%; and average earnings per share reached $3.44 ($1.46 in 2021).
Tide Power Intelligence believes that the strong growth momentum of the renewable energy industry globally is also evident in the context of the macro industry as a whole. As further process and technology upgrades drive the industry to a more stable cost structure (solar module and cell costs are now near the bottom of the curve), growth in sales will translate more directly into revenue and earnings growth.
It is worth noting that while Chinese companies largely control the industry chain in the two largest PV markets in China and Europe, in 2022 the United States overtakes China in the RENIXX World rankings for the first time (since 2010, seven Chinese companies have consistently held the top spot among the 30 RENIXX World companies, followed by eight from the United States and five from Germany in a stable long-term (in third place).