Financial Performance - Operating revenue increased by 128.39% to RMB 181,898,797.62, driven by growth in the photovoltaic business[29]. - Net profit attributable to shareholders for the current period was -¥43,183,211.22, representing a decline of 45.46% from -¥29,688,324.51 in the previous period[44]. - The total profit (loss) amounted to -44,569,193.68, compared to -28,032,438.05 in the previous period, indicating a significant decline[54]. - The net profit (loss) was -44,583,887.69, a decrease from -28,032,438.05, reflecting ongoing financial challenges[54]. - The total comprehensive income amounted to -41,701,400.25, compared to -27,098,346.61 previously, highlighting a continued loss[54]. - Basic and diluted earnings per share were both -0.1999, worsening from -0.1374 in the prior period[54]. Cash Flow and Liquidity - In Q1 2023, the company reported a net cash inflow from financing activities of approximately CNY 557.56 million, compared to CNY 441.87 million in the same period last year, indicating a year-over-year increase of 26.2%[22]. - The total cash and cash equivalents at the end of Q1 2023 reached CNY 131.97 million, a significant increase from CNY 26.93 million at the end of Q1 2022, reflecting a growth of 389.5%[22]. - The net increase in cash and cash equivalents for Q1 2023 was CNY 113.11 million, contrasting with a decrease of CNY 3.74 million in Q1 2022, showcasing improved cash management[22]. - Cash flow from operating activities improved by 89.04% to -RMB 31,484,132.06, influenced by prior cash flow changes from acquisitions[29]. - The company reported a net cash outflow from investing activities of -¥412,280,929.31, compared to -¥158,417,407.13 in the previous period[38]. Assets and Liabilities - Total assets reached $2.85 billion, up from $2.44 billion, indicating an increase of approximately 16.5%[33]. - Total current liabilities rose to $1.65 billion from $1.55 billion, reflecting an increase of about 5.7%[34]. - Total liabilities increased to $2.82 billion from $2.37 billion, marking a growth of approximately 18.8%[34]. - The company's equity attributable to shareholders decreased to -$15.57 million from $24.74 million, indicating a decline of approximately 162.9%[34]. - Long-term receivables increased by 69.20% to RMB 20,969,044.56, due to new post-sale lease guarantees[29]. Operational Efficiency and Strategy - The company is focusing on enhancing its operational efficiency and exploring new market opportunities as part of its growth strategy[10]. - The company is actively pursuing new product development and technological advancements to strengthen its market position[10]. - The company plans to waive interest on loans from its controlling shareholder, expected to save approximately RMB 26,647,400 in interest expenses for 2023[31]. Investments and Development - The company secured a loan of CNY 1 billion from Lanzhou Bank, with a repayment period of 7 years, backed by collateral from its subsidiary, indicating a strategic move to enhance liquidity[10]. - Construction in progress rose by 71.27% to RMB 744,000,592.08, linked to the development of the Jiuquan photovoltaic project[29]. - The company plans to increase the registered capital of its subsidiary by 25 million yuan, raising it from 5 million to 30 million yuan[49]. Government Support and Subsidies - The company recorded a government subsidy of CNY 278.35 thousand during the quarter, contributing positively to its financial performance[26]. Audit and Investor Confidence - The report indicates that the company has not undergone an audit for the first quarter, which may impact investor confidence in the reported figures[22].

Revenue and Profitability - In 2022, the company's photovoltaic business revenue accounted for nearly 80% of total revenue, marking a significant transformation towards focusing on photovoltaic cell production[12] - The company achieved total operating revenue of CNY 522.01 million, an increase of 63% compared to the same period last year[31] - The company's net profit attributable to shareholders was a loss of CNY 269.45 million, a decrease of 33% year-on-year[31] - The photovoltaic industry accounted for 81.05% of total operating revenue, with revenue from solar cells and modules reaching CNY 413.90 million[35] - The company reported a net profit attributable to shareholders of -269,452,835.33 yuan for the current period, compared to -202,143,040.25 yuan in the previous period, indicating a decline in profitability[196] Government Support and Subsidies - The total government subsidies recognized in 2022 amounted to approximately ¥1.17 million, down from ¥1.50 million in 2021[6] - The company recognized government subsidies of 14,565,421.70 yuan in the current period, compared to 1,503,516.30 yuan in the previous period, showing a substantial increase[198] Research and Development - The company has a strategic focus on R&D, having developed core technologies such as "stacked TCO technology" and "precision welding technology" to enhance production efficiency and product quality[28] - The company has established a strong R&D team focused on high-efficiency heterojunction solar cell technology, implementing over ten cost-reduction and efficiency-enhancement measures[34] - The company’s R&D investment in 2022 amounted to ¥26,782,671.08, representing 5.13% of operating revenue, a decrease from 5.82% in 2021[81] - The company completed the development of several new technologies aimed at reducing costs, including the domestic target material replacement and the heterojunction battery manufacturing process[79] - The company will increase R&D investment to drive product technology innovation and improve its independent innovation capabilities[142] Market Expansion and Strategy - The company aims to expand its market presence both domestically and internationally, targeting customers in regions such as Singapore, India, and Southeast Asia[25] - The global photovoltaic installation is projected to reach 240GW-330GW from 2022 to 2025, indicating a strong market demand for renewable energy[16] - The forecast for new photovoltaic installations in China from 2023 to 2030 ranges from 95GW to 140GW, reflecting significant growth potential in the sector[16] - The company is actively pursuing market expansion strategies, although specific figures were not disclosed in the call[95] Financial Management and Cash Flow - The company reported a bank deposit balance of ¥20,026,397.16 at the end of the period, down from ¥30,674,940.90 at the beginning of the period[49] - The company’s cash flow management includes restricted cash totaling ¥350,348,590.03, which was previously ¥111,217,824.74[49] - The total cash outflow from operating activities in 2022 was ¥1,122,755,749.05, an increase of 246.72% from ¥323,819,805.80 in 2021[83] - The net cash flow from operating activities was -¥311,216,407.80 in 2022, worsening by 663.26% from -¥40,774,558.09 in 2021[83] - The company reported a significant increase in sales contracts, with major contracts signed during the reporting period, reflecting strong demand for its products[72] Asset Management and Liabilities - The company sold assets related to its traditional glass and profile business to improve asset utilization and focus on its photovoltaic core business, which is expected to reduce operational risks[69] - The total balance of bad debt provisions for other receivables at the end of the period was 29,436,267.63 yuan, with a provision increase of 2,109,793.74 yuan during the period[98] - The company reported a significant reduction in bad debt provisions, with the ending balance at ¥1,286,780.31, down from ¥28,613,254.20 at the beginning of the year, indicating a decrease of approximately 95.5%[62] - The company reported a total of 1,101,372,390.00 yuan in fixed assets after accounting for depreciation and impairment provisions[111] - The company reported an increase in total liabilities from CNY 340,153,643.88 at the beginning of the period to CNY 470,581,159.07 at the end of the period, representing a growth of approximately 38.3%[175] Operational Challenges - The gross margin for the photovoltaic industry was -0.30%, indicating challenges in cost management despite revenue growth[36] - The company recorded a total impairment provision of CNY 12.91 million for accounts receivable, notes receivable, and contract assets[31] - The company recognized a total loss from bad debts for accounts receivable of -69,470,762.20 yuan, slightly higher than -66,294,492.11 yuan from the previous period[199] - The company reported a significant loss from inventory depreciation of -61,467,586.10 yuan, compared to -13,130,594.26 yuan in the previous period, indicating a worsening situation[199] Future Plans and Initiatives - The company plans to invest in a 4.8GW high-efficiency heterojunction cell and module project to expand its photovoltaic business and enhance profitability[33] - In 2023, the company plans to accelerate the construction and production of the 4.8GW heterojunction project in Jiuquan while maintaining stable production at the 1.2GW project in Suzhou Wujiang[140] - The company will focus on disposing of non-core or inefficient assets to optimize its asset structure and improve liquidity[143] - The company will enhance its internal control system and financial management to prevent operational risks and protect shareholder rights[143] - The company recognizes the risk of increased competition in the photovoltaic industry and plans to continuously upgrade technology and improve product performance[146]

证券代码：300093 证券简称：金刚玻璃 广东金刚玻璃科技股份有限公司投资者关系活动记录表 编号：20151218 | --- | --- | --- | --- | |------------------------|---------------------|----------------------|---------------------------------| | | | | | | | √ | | 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 | 大成基金：杜聪 | 申万宏源：张建民 | | | 时间 | 2015 年 12 月 | 18 | 日 | | 地点 | 深圳 | | | | 上市公司接待人员姓名 | | 公司董事会秘书：林臻 | | | | | OMG 新 加 坡 ： | HOONG HE HIN 、 ERIC TSE YEE | | -- ...

证券代码：300093 证券简称：金刚玻璃 广东金刚玻璃科技股份有限公司投资者关系活动记录表 编号：20151217 | --- | --- | --- | --- | |------------------------|--------------------------|----------------------|----------------------------------| | | | | | | | √ | | 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） | | | | | 国泰君安：鲍雁辛、张茜萍、邓云程 | | | | 长城基金：王佳佳 | | | 参与单位名称及人员姓名 | | 国投瑞银：刘潇潇 | | | | 南方基金：张琨 | | | | | 景泰利丰：宋歌 | | | | 时间 | 2015 年 12 月 17 | | 日 | | --- | --- | |----------------- ...

证券代码：300093 证券简称：金刚玻璃 广东金刚玻璃科技股份有限公司投资者关系活动记录表 编号：20160113 | --- | --- | --- | |------------------------|------------------------------|----------------------------------------------| | | | | | | √ | 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 | | 国信证券股份有限公司：詹俊鹏、黄道立、李智慧 | | | | 深圳前海光彩资本管理有限公司：江梓俊、谢荣 | | | | 前海人寿保险股份有限公司：韩硕果、刘杨 | | | 广发证券：邹戈、王奇珏 | | | | 东兴证券股份有限公司：杨洋 | | | | 长城基金管理有限公司：何以广 | | | --- | --- | |------------------- ...

证券代码：300093 证券简称：金刚玻璃 广东金刚玻璃科技股份有限公司投资者关系活动记录表 编号：20180531 | --- | --- | --- | |----------------------------|----------------------------|-------------------------------------------------| | | | | | | √ 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 | 个人投资者：叶建明先生 | | | 时间 | 2018 年 5 月 31 | 日 | | 地点 | 汕头 | | | 上市公司接待人员姓名 | 公司董事会秘书：林臻 | | | 投资者关系活动主要内容介绍 | 公司的经营？ | 问题1、罗伟广先生的股票为什么被冻结，会不会影响 | | --- | --- | |-------|--------------- ...

投资者关系活动记录表 证券代码：300093 证券简称：金刚光伏 编号：2022-005 甘肃金刚光伏股份有限公司 | --- | --- | --- | |-------------------------|-----------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------| | | | 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 | □新闻发布会 | 路演活动 | | 动类别 | □现场参观 □其他 | | | | | | | 参与单位名称 及人员姓名 | 顺长城、聚鸣投资、益恒投资共计 | 东方财富证券、中信建投、光大证券、中银基金、中海基金、中泰 证券、东海证券、信达资管、明达资产、盛宇投资、光大资管、景 17 人 | | 时间 | 2022 年 11 月 23 | 日 ...

证券代码：300093 证券简称：金刚玻璃 编号：2021-002 广东金刚玻璃科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------------------------------------------|--------------------------------------------------------------| | | 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 | □新闻发布会 | 路演活动 | | 动类别 | □现场参观 | | | | □其他 | | | 参与单位名称 及人员姓名 | 天风证券鲍荣富、王涛 | | | 时间 | 2021 年 7 月 22 日 | | | 地点 | 公司会议室 | | | | 总经理：严春来先生 | | | 上市公司接待 人员姓名 | 财务总监；孙爽女士 董事会秘书：郭娟女士 证券事务代表：陈卓璜女士 | | | | 主要问答情况如下： | | | | 1. 公 ...