Group 1 - The company has achieved mass production capability for ITO glass, which offers advantages over FTO glass such as large size tempering, ultra-thin design, high conductivity, high light transmittance, superior mechanical properties, and fewer surface defects [2] - The company is continuously enhancing its technology and experience related to ITO glass and maintains strong strategic partnerships with firms like Fibercore and GCL Group, which will facilitate rapid industrialization of the technology once ready [2]

Core Viewpoint - The company, Yamaton, is committed to a dual-driven development strategy focusing on photovoltaic glass and consumer electronics glass, aiming to enhance market share through effective coordination of research, production, and sales while optimizing product structure and industry layout [2] Group 1: Business Strategy - The company will continue to focus on the dual-driven development strategy of photovoltaic glass and consumer electronics glass [2] - The strategy is guided by market and customer demand, emphasizing effective coordination in research, production, and sales [2] - The company aims to optimize product structure and improve industry layout while implementing refined management and strengthening risk control [2] Group 2: International Expansion - The company is advancing the construction of a 500,000-ton photovoltaic glass production line project in the UAE to enhance international competitiveness [2] - This investment is part of the company's strategic planning to optimize industry layout and reduce operational costs [2]

Group 1 - The core viewpoint of the article highlights that the company, Amaton, has benefited from the recent recovery in the consumer electronics industry, leading to an increase in the shipment volume of its optoelectronic display glass products compared to previous years [2] Group 2 - The company responded to inquiries during a research meeting, indicating a positive trend in its product shipments [2] - The recovery in the consumer electronics sector is a significant factor contributing to the company's improved performance [2]

Core Viewpoint - The company has made significant progress in the development of perovskite battery technology, particularly in the mass production capabilities of ITO glass, which offers several advantages over FTO glass [1] Group 1: Technology Development - The company now possesses the capability for mass production of ITO glass, which is characterized by large-size tempering, ultra-lightweight, high conductivity, high transparency, superior mechanical properties, and fewer surface defects [1] - The company is continuously enhancing and refining its related technologies and experiences [1] Group 2: Strategic Partnerships - The company maintains strong strategic partnerships with firms such as Xina Photonics and GCL-Poly Energy [1] - These collaborations are aimed at facilitating the rapid industrialization of the developed technology once it is ready for market introduction [1]

Group 1 - The company is a qualified supplier of Tesla's solar roof tiles and energy storage products [1] - As of the third quarter, the company's collaboration volume with Tesla has increased compared to last year [1]

答:公司目前光伏玻璃产能主要分布在安徽凤阳、辽宁本溪以及河北石家庄生产基地。新增产能主要为 内蒙古鄂尔多斯生产基地以及海外阿联酋生产基地。 格隆汇12月17日丨亚玛顿(002623.SZ)在投资者关系中表示，有被问到:公司光伏玻璃产能分布情况？以 及未来是否有新增产能？ ...

Core Viewpoint - The company, Yamaton (002623.SZ), is progressing with its investment in a photovoltaic glass production line in the UAE, which is expected to produce 500,000 tons annually, aligning with its global development strategy [1] Group 1: Project Progress - The project company, Yamaton Glass Industry Co., Ltd., has completed its registration and overseas investment filing [1] - The overseas capacity project is designed to leverage local advantages, effectively reducing production costs [1] Group 2: Strategic Benefits - The investment is aimed at expanding both domestic and international market share, enhancing the company's competitiveness in the international market [1] - The project will facilitate a quicker response to the complex and changing international trade environment, targeting markets in the Middle East, Europe, America, and South Asia [1] Group 3: Long-term Goals - The initiative is expected to promote the company's business development in international markets, ultimately benefiting all shareholders and achieving long-term development goals [1]

Core Viewpoint - The company, Yamaton (002623.SZ), is progressing with its investment in a photovoltaic glass production line in the UAE, which is expected to produce 500,000 tons annually, aligning with its global development strategy [1] Group 1: Project Progress - The project company, Yamaton Glass Industry Co., Ltd., has completed its registration and overseas investment filing [1] - The investment in the overseas production capacity project is in line with the company's globalization strategy [1] Group 2: Advantages of Local Investment - The local investment allows the company to leverage regional advantages and resources, effectively reducing production costs [1] - The project aims to expand the company's market share both domestically and internationally [1] Group 3: Market Expansion and Competitiveness - The overseas photovoltaic glass capacity layout will enable the company to respond flexibly to the complex international trade environment [1] - The initiative is expected to enhance the company's business development in international markets, particularly in the Middle East, Europe, America, and South Asia [1] - The overall goal is to improve the company's international market competitiveness and achieve long-term development objectives, benefiting all shareholders [1]

格隆汇12月17日丨亚玛顿(002623.SZ)在投资者关系中表示，有被问到:公司光伏玻璃产能分布情况？以 及未来是否有新增产能？ 答:公司目前光伏玻璃产能主要分布在安徽凤阳、辽宁本溪以及河北石家庄生产基地。新增产能主要为 内蒙古鄂尔多斯生产基地以及海外阿联酋生产基地。 ...

2025年1至6月份，亚玛顿的营业收入构成为：新能源占比88.61%，电子玻璃及显示器件行业占比 10.99%，其他业务占比0.4%。 （记者 曾健辉） 每经AI快讯，亚玛顿（SZ 002623，收盘价：17.83元）发布公告称，2025年12月17日，亚玛顿接受中银 证券等投资者调研，公司副总经理、财务总监兼董事会秘书刘芹；证券事务代表王子杰参与接待，并回 答了投资者提出的问题。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… 截至发稿，亚玛顿市值为35亿元。 ...