Emeren Group Ltd (NYSE:SOL) Q2 2023 Earnings Conference Call August 31, 2023 5:00 PM ET Company Participants Yujia Zhai - Managing Director, The Blueshirt Group Himanshu Shah - Chairman of the Board Yumin Liu - Chief Executive Officer Ke Chen - Chief Financial Officer Conference Call Participants Donovan Schafer - Northland Capital Markets Matthew Koranda - ROTH MKM Amit Dayal - H.C. Wainwright Pavel Molchanov - Raymond James Operator Hello, ladies and gentlemen. Thank you for standing by for Emeren Group L ...

财务数据和关键指标变化 - 公司第一季度收入为1,290万美元,同比增长近3倍,但环比下降1,280万美元,主要是由于没有NTP项目收入确认,以及EPC业务收入下降 [19] - 毛利为160万美元,毛利率为12.4%,环比下降,主要是由于确认了更多低毛利的EPC服务 [20] - 运营费用为460万美元,环比下降,主要是由于第四季度发生了一次性费用 [21] - 归属于公司普通股东的净亏损为20万美元,每ADS亏损0美元,环比和同比均有所改善 [22] 各条业务线数据和关键指标变化 - 公司的主要业务是项目开发和销售,第一季度没有NTP项目收入确认,但预计第二季度和下半年将有超过300MW项目销售 [11][12][13] - 公司在中国正在调整战略,将重点放在5个沿海省份,并计划出售其他地区的资产,以加强资产负债表 [15] 各个市场数据和关键指标变化 - 公司在欧洲和美国的项目开发和销售业务保持强劲,预计2023年将实现500MW项目销售 [14] - 欧洲电价下降,但仍高于2-3年前的水平,加上成本下降,公司认为项目仍然经济可行,需求依然强劲 [32][33] - 美国市场的项目销售主要针对NTP项目,买家需要具备一定的工程和运营能力,公司选择有限的优质买家 [41][42][43][44] 公司战略和发展方向及行业竞争 - 公司目标是成为全球领先的太阳能公司,正在加快全球化步伐,预计到2023年底将拥有4GW的高质量项目储备 [14][16][17] - 公司在全球最快增长的太阳能市场保持领先地位,受益于清洁能源需求增加、电价上涨和政策支持 [16] - 公司在项目开发和运营方面具有丰富经验,与行业伙伴关系广泛,财务实力雄厚,有望充分把握太阳能行业的加速发展 [17] 管理层对经营环境和未来前景的评论 - 管理层对公司的收入增长和项目管线感到兴奋,认为公司处于有利位置,能够充分把握全球太阳能市场的加速发展 [16] - 管理层对公司的财务状况和现金流充满信心,预计到年底现金余额将达到9,000万-1亿美元 [83][89] 其他重要信息 - 公司在第一季度回购了1,320万美元的股票,剩余1,700万美元的回购计划将继续执行 [26] - 公司的每ADS净资产价值约为5.85美元,资产负债率为11.3% [25] - 公司将从第一季度开始改为按照美国会计准则(GAAP)进行财务报告,不再使用经调整的EBITDA和净收益 [77][78] 问答环节重要的提问和回答 问题1 **Philip Shen 提问** 询问公司未来一年的4GW项目管线中,欧洲、美国和中国的占比情况 [29] **Yumin Liu 回答** 预计未来一年的4GW项目管线中,欧洲约占3GW,美国约占1GW,中国约占5% [30] 问题2 **Donovan Schafer 提问** 询问公司在西班牙、法国和意大利的项目情况,以及这些项目在2023年的销售可能性 [49] **Yumin Liu 回答** 公司在这些国家也有就绪待售(RTB)的项目,预计在未来8个月内会完成至少15-16个不同组合的项目销售 [50][54] 问题3 **John Ewen 回答** 详细解释了公司在美国市场的项目销售模式和买家特点,以及如何选择合适的买家 [41][42][43][44]

SOL LISTED NYSE NYSE: SOL Q1 2023 Earnings Presentation May 31, 2023 Safe Harbor Statement 2 This press release contains statements that constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. Whenever you read a statement that is not simply a statement of historical fact (such as when the Company describ ...

Exhibit 99.1 May 31, 2023 Fellow Shareholders, We closed Q1 with revenue of $12.9 million, gross margin of 12.4% and EBITDA of $1.8 million. Our Q1 revenue reflected solid contribution from our IPP and EPC business, driven partially by our recent acquisitions. However, delays in receipt of final approvals and more conservative judgement in change of control in our RTB project sales business resulted in no revenue recognition during Q1 2023. Following the quarter end, in May, we completed the sale of 58 MW s ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Emeren Group Ltd. (NYSE:SOL) Q4 2022 Earnings Conference Call March 28, 2023 5:00 PM ET Company Participants Yujia Zhai - Managing Director of the Blueshirt Group Yumin Liu - Chief Executive Officer Ke Chen - Chief Financial Officer John Ewen - CEO of North America Conference Call Participants Donovan Schafer - Northland Capital Markets Philip Shen - ROTH Capital Partners Pavel Molchanov - Raymond James Amit Dayal - H.C. Wainwright Operator Hello, ladies and gentlemen, thank you for standing by for Emeren G ...

ReneSola Ltd (NYSE:SOL) Q3 2022 Results Conference Call December 1, 2022 5:00 PM ET Company Participants Yujia Zhai - Investor Relations Yumin Liu - Chief Executive Officer Ke Chen - Chief Financial Officer John Ewen - Chief Executive Officer, North America Conference Call Participants Philip Shen - ROTH Capital Partners Amit Dayal - H.C. Wainwright Donovan Schafer - Northland Capital Markets Pavel Molchanov - Raymond James Operator Hello, ladies and gentlemen. Thank you for standing by for the ReneSola Pow ...

ReneSola Ltd (NYSE:SOL) Q2 2022 Earnings Conference Call September 7, 2022 5:00 PM ET Corporate Participants Yujia Zhai - Investor Relations Yumin Liu - Chief Executive Officer Ke Chen - Chief Financial Officer Conference Call Participants Philip Shen - ROTH Capital Partners Pavel Molchanov - Raymond James Amit Dayal - H.C. Wainwright Donovan Schafer - Northland Capital Markets Operator Hello, ladies and gentlemen. Thank you for standing by for ReneSola Power’s Second Quarter 2022 Earnings Conference Call. ...