光伏胶膜龙头福斯特2024年净利润13亿元

Photovoltaic adhesive film leader Foster's net profit of $1.3 billion in 2024.

近日，光伏胶膜龙头福斯特发布了其2024年财报。报告显示2024年，福斯特实现了营业收入1,914,742.43万元，归属于上市公司股东的净利润为130,755.95万元。

Recently, Foster, a leading photovoltaic adhesive film manufacturer, released its 2024 financial report. The report shows that in 2024, Foster realized operating income of RMB1,914,742.43 million and net profit attributable to shareholders of listed companies of RMB1,307,555.95 million.

作为光伏封装材料领域的深耕者，福斯特已经在这个领域积累了近二十年的经验。其光伏胶膜产品在全球市场的占有率长期保持在50%左右。大幅领先于竞争对手。在光伏产业链中，福斯特更是极少数的单一龙头环节之一。

As a deep cultivator in the field of photovoltaic encapsulation materials, Foster has accumulated nearly two decades of experience in this field. The share of its PV adhesive film products in the global market has been maintained at about 50% for a long time. It is significantly ahead of its competitors. In the photovoltaic industry chain, Foster is one of the very few single leading links.

此外，福斯特也是光伏胶膜行业内率先在海外布局产能的企业。公司的首个海外生产基地位于泰国，于2018年正式投入使用。随后，公司于2022年启动了越南基地的建设，并在2024年开始逐步释放光伏胶膜产能。同时，泰国基地的二期扩产项目也在顺利推进中，这表明，尽管面临市场挑战，福斯特的海外光伏胶膜产能仍在持续扩张。

In addition, Foster is also the first company in the PV adhesive film industry to lay out its production capacity overseas. The company's first overseas production base is located in Thailand, which was officially put into operation in 2018. Subsequently, the company initiated the construction of its Vietnam base in 2022 and began to gradually release its PV adhesive film production capacity in 2024. Meanwhile, the second-phase expansion project of the Thailand base is also progressing smoothly, indicating that Foster's overseas PV adhesive film production capacity continues to expand despite market challenges.

值得注意的是，福斯特2024年营收和净利润都是同比下降的，分别达到15.23%、29.33%。这一方面是由于光伏胶膜产品的单价随着原材料价格同步下跌，导致胶膜业务营业收入和净利润下降，另一方面，由于 2024 年度下游客户生产的组件以双玻结构为主，光伏背板产品需求量大幅下降，产品价格进一步下降，相关营收和净利润同比下降。

It is worth noting that Foster's 2024 revenue and net profit are both down year-on-year, reaching 15.23% and 29.33% respectively. This is, on the one hand, due to the unit price of PV adhesive film products falling in tandem with the price of raw materials, resulting in a decline in operating income and net profit of the adhesive film business, and on the other hand, due to the fact that downstream customers in 2024 produced modules based on the double-glass structure, the demand for photovoltaic backsheet products has dropped significantly, and the price of the products has further declined, and the related revenues and net profit have declined year-on-year.

不过尽管如此，福斯特的光伏胶膜销售量在2024年仍实现了24.98%的同比增长

But, Foster's PV Adhesive Film sales volume has grown 24.98% Year-on-year in 2024.