Group 1: Company Strategy and Market Position - The company is focusing on the production of ultra-thin double-glass modules, anticipating that they will gradually replace traditional modules in the market [2] - The core material for these modules, thin glass, is currently produced using chemical tempering, which is costly and environmentally harmful; the company aims to implement physical tempering through collaboration with Liseck [2] - The company is the largest manufacturer of anti-reflective glass in China, facing competition from new entrants using low-price strategies [3] Group 2: Product Advantages and Applications - Ultra-thin double-glass modules offer advantages such as lightweight, longevity, safety, aesthetics, and light permeability, which can effectively reduce manufacturing costs and improve photovoltaic efficiency [3] - These modules are particularly suited for harsh environmental conditions, such as coastal areas, snowy regions, and high-temperature environments, as well as for applications in rooftops, parking lots, and agricultural greenhouses [3] Group 3: International Expansion and Production Capacity - The company is establishing a factory in the Middle East to tap into overseas markets, which are perceived as more mature and regulated [3] - The planned production capacity for the ultra-thin double-glass module line in the Middle East is 200 MW, with the first phase set to complete a 100 MW production line by spring 2015 [4] Group 4: Financial Growth and Project Development - The company aims to leverage partnerships for financing and resources to develop downstream solar power projects, creating new profit growth points [4] - The construction of solar power projects will also promote the market adoption of ultra-thin double-glass modules through demonstration projects [4]

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-001 | --- | --- | --- | |-----------------------------|------------------------------------------------------------------------|------------------------------------| | | | | | | 分析师会议 | | | | 业绩说明会 | | | 投资者关系活动类别 | 路演活动 | | | | | | | | 其他（请文字说明其他活动内容） | | | 参与单位名称及人员 姓名 | 中信证券刘建义、陶咏凌、汤敏；长江证券范超；熙玥投资程 | | | 时间 | | | | 地点 | | | | 上市公司接待人姓名 | 董事会秘书：刘芹；证券事务代表：金振华； | | | | 一、签署《承诺书》 | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： 年生产经营情况以及 2015 | 年的经营规划？ | | | 年，公司经营状况良好。传统减反玻璃出 ...

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-002 | --- | --- | |-----------------------------|---------------------------------------------------------------------| | 投资者关系活动类别 | 分析师会议 \n业绩说明会 \n路演活动 \n其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | 中银国际证券赵颖芳、应宜、张丽新；盈锋资本祁腾； | | 时间 | 日 | | 地点 | | | 上市公司接待人姓名 | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | 、目前太阳能光伏组件产品中使用减反玻璃的比例是多少？ | | | 答：目前使用减反玻璃的太阳能光伏组件约占 70%-80% 。 | | | 、公司新产品超薄双玻组件与传统的组件比较优势是什么？ | | | 答：与传统组件比较，超薄双玻组件具有轻量化、长寿化、安 | | | ...

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-004 | --- | --- | --- | --- | |-------------------------|-------|--------------------------------------|---------------------------------------------------------------------------------------------------------------| | | | | | | | √ | 特定对象调研 | 分析师会议 | | | | 媒体采访 | 业绩说明会 | | 投资者关系活动类别 | | 新闻发布会 | 路演活动 | | | | 现场参观 | | | | | 其他（请文字说明其他活动内容） | | | 参与单位名称及人员 姓名 | | 张晓亮；申万宏源王钦、顾溢辉； | 中投证券李凡、王海青；招商证券韩创、王晶晶；国泰君安证 券祝捷；上海玖歌投资叶涛金；上海偕沣资产周钢；中信证券 | | 时间 | | 2015 年 03 月 ...

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-003 | --- | --- | --- | |-------------------------|--------------------|-----------------------------------------------------------| | | | | | | √ | 分析师会议 | | | | 业绩说明会 | | 投资者关系活动类别 | | 路演活动 | | | | | | | | 其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | | 国海证券谭倩、李恩国；太平洋证券石金漫； | | 时间 | 2015 | | | 地点 | 公司会议室 | | | 上市公司接待人姓名 | | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | | | | | 1 、公司 | 玻璃的镀膜技术与竞争对手相比有何优势？ | | | | 答：我公司是国内最早、目前规模最大的光伏减反玻璃 ...

Group 1: Company Overview and Future Plans - The company aims to maintain the sales volume of AR products at the same level as 2015 [1] - Plans to establish at least 200MW solar power station projects and sell ultra-thin double-glass components [1] - New electronic consumer products (ultra-thin large-size display screen cover glass) are expected to achieve certain production and sales in the second quarter of this year [1] Group 2: Competitive Landscape - The photovoltaic industry is experiencing intense competition, with many domestic suppliers launching anti-reflective glass on a large scale [2] - The company is one of the earliest and largest manufacturers of anti-reflective glass in China, holding advantages in product performance and quality [2] - The company's self-developed anti-reflective film technology is continuously improved, increasing transmittance by over 3% [2] Group 3: International Expansion - The establishment of a factory in Dubai is based on favorable local natural conditions and government support for the photovoltaic industry [2] - The Dubai subsidiary will have an initial production line of 100MW ultra-thin double-glass components, with mass production expected in the second quarter of this year [2] Group 4: Product Advantages - Ultra-thin double-glass components offer advantages over traditional components, including lightweight, longevity, safety, aesthetics, and reduced PID [2] - These components are suitable for harsh environmental conditions and can be used in various applications such as rooftops, parking lots, and agricultural greenhouses [2] Group 5: Strategic Partnerships - The investment in SolarMax Technology, a U.S. solar system integrator, aims to expand the company's downstream supply chain and enhance competitiveness [2] - SolarMax is currently performing well, with sales revenue increasing year by year [2] Group 6: Product Development - The company is focused on developing electronic consumer products, with equipment for ultra-thin large-size display screen cover glass already in place and expected to begin gradual mass production after the second quarter of this year [2] Group 7: Future Projects - The company plans to continue constructing photovoltaic power station projects to promote the application of ultra-thin double-glass components [3] - If market promotion of ultra-thin double-glass components is slow, the company will further invest in self-built photovoltaic power station projects [3]

Group 1: Company Overview - The company is called Yamaton Co., Ltd. with stock code 002623 [1] - The investor relations activity took place on June 4, 2020, in the company meeting room [2] Group 2: Sales and Production - Yamaton signed a two-year sales contract with Longi, which is being executed as per agreement [3] - The company has a stable order volume since April 2020, supported by the operation of a 650t furnace in Fengyang [3] - The first furnace in Fengyang supplies 100% of its output to Yamaton, meeting approximately 80% of the company's processing capacity [4] - The company plans to build two additional 650t furnaces to meet market demand for photovoltaic glass and related products [4] Group 3: Partnerships and Clientele - Yamaton has become a qualified supplier for Tesla, gradually increasing supply of solar roof tiles since 2019 [4] - The company produces various electronic display glass products, primarily serving well-known domestic and international TV manufacturers [5] Group 4: Solar Power Stations - From 2015 to 2017, Yamaton invested in solar power stations to promote ultra-thin double-glass components, achieving good returns [5] - The company has sold three solar power projects by the end of 2019, with a total capacity of approximately 189MW for self-built and owned grid-connected solar power stations [6] - The company is actively applying for the eighth batch of photovoltaic subsidy policies, which will positively impact future asset sales [6]

Group 1: Company Overview and Recent Developments - The company signed a long-term sales contract with Trina Solar, which includes a total sales volume for over two years, with prices adjusted based on market conditions [3] - The company experienced significant growth in sales revenue and profit in the first three quarters compared to the same period last year, attributed to increased market penetration of double-glass components and stable supply from the Fengyang furnace [3][4] Group 2: Production Capacity and Supply Chain - The Fengyang furnace, with a capacity of 650 tons per day, began production in April 2020 and currently meets 80% of the company's deep processing capacity needs [4] - The second phase of the Fengyang furnace is under construction, expected to be operational by mid-next year, with a total capacity of 1.2 billion square meters once fully operational [4][5] Group 3: Market Position and Future Strategy - The company aims to position itself in the ultra-thin photovoltaic glass sector, differentiating itself from leading competitors by developing 1.6mm photovoltaic glass [5] - The company is also exploring mergers and acquisitions related to the Fengyang company to alleviate long-standing procurement constraints [4][5] Group 4: Industry Trends and Outlook - The photovoltaic glass market is experiencing a supply shortage, with prices rising due to slower production expansion compared to component manufacturing [6] - The company anticipates significant growth in renewable energy during the "14th Five-Year Plan" period, driven by energy security and clean transformation policies [6] Group 5: Diversification into Electronic Glass - The company has established partnerships with well-known display manufacturers and is currently supplying electronic glass products, which are expected to become a new profit growth point [7] - The electronic glass products include ultra-thin large-size display screen glass and large-size television back covers, with a complete set of deep processing capabilities to meet customized product demands [7]

Group 1: Company Overview and Production Capacity - The company plans to achieve a sales volume of 100 million square meters of ultra-thin glass in 2021, significantly increasing production capacity due to the commissioning of the Fengyang kiln and expansion of deep processing [3] - The Fengyang Silicon Valley's two new kilns are expected to be operational by mid-2021, aligning with the expansion of the company's deep processing production line [3] - The total production capacity after the completion of three kilns at Fengyang Silicon Valley is estimated to be between 120 million to 150 million square meters, meeting 80% of the company's raw glass demand [3] Group 2: Product Development and Market Trends - The company has successfully produced 1.6mm raw glass and is awaiting customer certification for its deep processing capabilities [3] - The future trend in solar roofing products (BIPV) is expected to grow, with the company's 1.6mm ultra-thin photovoltaic glass offering significant advantages in addressing issues like load-bearing and fire safety [4] - The company has established partnerships with well-known domestic display manufacturers, leading to an increase in order volume compared to the previous year [4] Group 3: Related Party Transactions and Strategic Plans - All raw glass produced by Fengyang Silicon Valley is sold to the listed company, constituting 100% related party transactions, with pricing determined at market rates to ensure fairness [4] - The company plans to consider acquiring Fengyang Silicon Valley to reduce related party transactions and focus on integrated production in the photovoltaic glass sector [4]

Financial Performance - The company's operating revenue for Q3 2022 was ¥815,743,820.68, representing a 51.93% increase compared to the same period last year[3]. - The net profit attributable to shareholders decreased by 5.86% to ¥16,187,939.35, while the net profit excluding non-recurring gains and losses increased by 239.44% to ¥11,632,052.29[3]. - The company reported a 60.43% increase in total profit compared to the same period last year, driven by higher operating profits[9]. - Operating profit for the period was ¥68,003,982.27, up 78.9% from ¥38,009,727.03 in Q3 2021[24]. - Net profit attributable to shareholders of the parent company was ¥59,174,196.23, representing a 46.2% increase from ¥40,475,827.33 in the previous year[24]. - Comprehensive income for the period totaled ¥61,960,797.63, compared to ¥43,339,213.32 in the same quarter last year, marking a growth of 43.1%[25]. Assets and Liabilities - The total assets at the end of the reporting period were ¥4,846,710,786.67, a decrease of 0.94% from the end of the previous year[3]. - The company’s non-current assets totaled RMB 1,826,052,829.02, slightly down from RMB 1,836,907,149.78 at the beginning of the year[20]. - Total liabilities decreased to ¥1,547,502,689.36 from ¥1,601,020,582.80, a reduction of approximately 3.3%[21]. - Total equity attributable to shareholders of the parent company increased slightly to ¥3,282,212,182.98 from ¥3,277,086,312.44, reflecting a growth of 0.15%[21]. Cash Flow - The company's cash flow from operating activities showed a net outflow of ¥67,812,872.13, a significant decrease of 157.77% compared to the same period last year[3]. - Cash flow from operating activities was ¥1,294,112,105.83, an increase of 27% from ¥1,019,812,272.68 in the previous year[27]. - The net cash flow from operating activities was -67,812,872.13 CNY, a decrease from 117,380,589.78 CNY in the previous year[28]. - The total cash outflow from operating activities was 1,407,567,042.94 CNY, compared to 985,495,384.71 CNY in the previous year[28]. - Cash inflow from financing activities totaled 370,626,132.06 CNY, down from 1,640,040,152.13 CNY in the previous year[29]. - The net cash flow from financing activities was -95,994,210.61 CNY, compared to 747,096,531.49 CNY in the same period last year[29]. Inventory and Receivables - The balance of accounts receivable increased by 39.13%, reflecting higher sales revenue during the reporting period[6]. - The company reported a significant increase in accounts receivable, indicating improved sales performance and customer demand[19]. - The company’s inventory decreased by 34.62%, attributed to faster inventory turnover due to increased sales volume[7]. - The accounts receivable increased to RMB 694,318,512.66 from RMB 499,034,394.48, representing a growth of approximately 39.2%[19]. Research and Development - Research and development expenses increased by 47.54% compared to the same period last year, indicating a stronger focus on innovation[8]. - Research and development expenses rose to ¥62,687,124.89, up 47.5% from ¥42,488,558.28 in Q3 2021, indicating a focus on innovation[23]. Share Repurchase and Acquisitions - The company repurchased a total of 1,593,737 shares, accounting for 0.8% of the total share capital, with a total payment of RMB 44,195,504[16][17]. - The maximum repurchase price was RMB 29.94 per share, while the minimum was RMB 23.34 per share[17]. - The company plans to acquire 100% equity of Fengyang Silicon Valley Intelligent Co., Ltd. through a combination of issuing shares and cash payment, which constitutes a major asset restructuring[14]. - The total amount for the share repurchase plan is set between RMB 90 million and RMB 180 million[15].