编号：2019-003 证券代码：300776 证券简称：帝尔激光 武汉帝尔激光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------|-------------------------------------------------------------------| | | | | | 投 资 者 关 | √ | 特定对象调研 □分析师会议 | | 系 活 动 类 | □媒体采访 □业绩说明会 | | | 别 | □ 新闻发布会 □路演活动 | | | | □现场参观 | □ 其他 | | 参 与 单 位 | | 贝莱德资产管理北亚有限公司刘芸琪；安信证券马良、李哲； | | 名 称 及 人 | | 三和创赢姚敏、李平；天贝合资产伍文杰等。 | | 员姓名 | | | | 时间 | 2019 年 6 月 19 | 日 | | 地点 | | 武汉帝尔激光科技股份有限公司会议室 | | | | | | 上 市 公 司 | 董事会秘书：刘志波 | | | 接 待 人 员 | 证券事务 ...

Company Overview - Wuhan Dier Laser Technology Co., Ltd. was established on April 25, 2008, focusing on precision laser processing solutions and related equipment for the photovoltaic sector [2][3]. - The company collaborates with major global photovoltaic module manufacturers, including Jinko Solar, Trina Solar, JA Solar, Longi Green Energy, and Hanwha Q CELLS [3]. Product Offerings - Main products include PERC laser ablation equipment, SE laser doping equipment, MWT series laser equipment, and automated high-speed laser scribing machines [3]. - PERC laser ablation equipment can enhance the photoelectric conversion efficiency of monocrystalline cells from 20.3% to approximately 21.5% [3]. - As of the end of 2018, about 77% of the PERC production capacity and 86% of the SE production capacity among major photovoltaic manufacturers utilized the company's equipment [3]. Financial Insights - For a 1GW solar cell production line, approximately 5-10 PERC laser ablation devices and 5-8 SE laser devices are required, representing about 8%-10% of the total investment [4]. - The company typically collects a prepayment of around 30%-60% from customers based on their industry standing and purchasing history [4]. Supply Chain and Costs - The majority of laser equipment is imported, with potential impacts from US-China trade tensions leading to slight cost increases [5]. - The company is exploring domestic laser suppliers and has noted improvements in the performance of domestic lasers [5]. - As sales revenue increases, after-sales costs are also rising, but the proportion of after-sales costs to sales revenue remains stable [6]. Material Sourcing - All raw materials for equipment, including mechanical, optical, electrical, and software components, are currently sourced externally [6].

Company Overview - Wuhan Dier Laser Technology Co., Ltd. was established on April 25, 2008, focusing on precision laser processing solutions and related equipment [2]. - The company specializes in laser processing equipment for the photovoltaic (PV) sector, providing customized and comprehensive solutions for solar cell laser processing [3]. Market Position and Product Offerings - Major products include PERC laser ablation equipment, SE laser doping equipment, MWT series laser devices, and high-speed laser scribing machines [3]. - In 2018, the company collaborated with leading global PV module manufacturers, including JinkoSolar, Trina Solar, and LONGi Green Energy, which accounted for a significant portion of the market [3]. Performance Metrics - PERC laser ablation equipment can enhance the photoelectric conversion efficiency of monocrystalline cells from 20.3% to approximately 21.5% [3]. - About 77% of the PERC production capacity and 86% of the SE production capacity among major PV manufacturers utilized the company's equipment as of 2018 [3]. Competitive Advantages - **R&D and Technical Reserve**: The company has developed a comprehensive knowledge base for solutions, enabling rapid mass production based on accumulated experience [4]. - **Customer Resource Advantage**: The company maintains strong relationships with large and medium-sized solar cell manufacturers, fostering close technical collaboration [4]. - **Service Advantage**: The company prioritizes customer needs, providing timely and effective services [4]. - **Product Quality**: The laser processing equipment features high production efficiency, high yield, and improved battery efficiency [5]. Risks and Challenges - **Market Demand Fluctuation**: The solar cell production industry is subject to technological updates and market cycle fluctuations, which may impact demand [6]. - **International Procurement Risks**: A significant portion of raw materials is sourced internationally, making the company vulnerable to supply chain disruptions [6]. - **Industry Volatility**: A downturn in the solar PV industry could reduce demand for high-efficiency laser processing equipment [6]. - **Core Technology Leakage**: Despite confidentiality measures, there is a risk of technology leakage or unauthorized use [7]. Strategic Focus - The company has been dedicated to applying laser technology in high-efficiency solar cell production since its inception, driven by the founder's expertise in laser-material interactions [7].

编号：2019-001 证券代码：300776 证券简称：帝尔激光 武汉帝尔激光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------|------------------------------|-------------------------------------------------------------------| | | | | | 投 资 者 关 | √ | 特定对象调研 □分析师会议 | | 系 活 动 类 | □媒体采访 □业绩说明会 | | | 别 | □ | 新闻发布会 □路演活动 | | | □现场参观 | □ 其他 | | 参 与 单 位 | | 嘉实基金宋阳、申万宏源韩启明、海通证券余伟民、国盛证券 | | 名 称 及 人 | | 彭元立、财通基金张澄澄、上投摩根赵隆隆、天风证券朱晔、 | | 员姓名 | | 东北证券邰桂龙、中泰证券王可、国泰基金王兆祥、农银汇理 | | | | 基金刘世昌、国金证券丁健、华泰证券孔凌飞、广州金控张仕 | | | 杰、天利恒盈陈文彤等。 | | | 时间 | 2019 年 5 月 30 | ...

Company Overview - Wuhan Dier Laser Technology Co., Ltd. was established on April 25, 2008, focusing on precision laser processing solutions and related equipment development, production, and sales [2][3] - The main products are precision laser processing equipment used in the photovoltaic (PV) sector, with subsidiaries in Wuxi and Tel Aviv, Israel [3] Business Performance - In Q3 2020, the company achieved operating revenue of CNY 265.27 million, a year-on-year increase of 50.11% [4] - Net profit attributable to shareholders was CNY 95.31 million, up 23.41% year-on-year [4] - Cumulative operating revenue from the beginning of the year to the end of the reporting period reached CNY 711.81 million, a growth of 37.36% [4] - Total assets as of September 30, 2020, were CNY 2.42 billion, an increase of 9.56% from the beginning of the year [4] - The company's equity attributable to shareholders was CNY 1.68 billion, up 15.30% from the beginning of the year [4] Research and Development - R&D expenses as of Q3 2020 amounted to CNY 33.76 million, a year-on-year increase of 50.63% [4] - The main components of R&D expenses are labor and materials, focusing on enhancing PERC and PERC+ technologies, as well as developing technologies for Topcon and HJT N-type battery processes [5][6] - The company aims to expand its technology reserves into consumer electronics and integrated circuits [5] Market Position - As of the end of 2018, approximately 77% of PERC process capacity among major domestic PV manufacturers utilized the company's equipment, while 86% of SE process capacity also relied on its products [6][7] - The company maintained a high market share in the domestic PV sector, with its PERC laser ablation and SE laser doping equipment widely adopted [6][7] Future Outlook - The company anticipates a significant market demand for large-sized battery technology, with new orders expected to increase the value of equipment used in 18X and 210 models [8] - The overall gross margin for Q3 2020 was 47.2%, slightly down from the first half of the year but still high within the industry [8] - The company is exploring the introduction of domestic laser equipment to reduce costs and improve performance [9]

编号：2020-007 证券代码：300776 证券简称：帝尔激光 武汉帝尔激光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------|--------------------------|-------------------------------------------------------------------------| | | | | | 投资者关系 | √ | 特定对象调研 √分析师会议 | | 活动类别 | | □媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □现场参观 | √ 其他 | | 参与单位名 | | 朱雀基金、安信证券、鹏扬基金、易方达基金、太平资产、昀岫投 | | 称 | | 资、富国基金、德邦基金、华菁资管、工银瑞信、华泰证券、平安资 | | | | 产、湖南源乘投资、易正郎、民生加银、海通证券等机构。 | | 时间 | 2020 年 12 月 17 | 日-2020 年 12 月 19 日期间 | | 地点 | 公司会议室、线上电话会议 | | | 上市公司接 | | 董事 ...

Group 1: Company Overview - The company, established in 2008, focuses on innovative applications of efficient solar cell technology and has a strong original technology gene [4] - It has achieved a high global market share with its PERC laser ablation and SE laser doping equipment, reflecting customer recognition of its technical strength [4] - The company has expanded its technology into other industries, including display panels and consumer electronics [4] Group 2: Financial Performance - In the first half of 2021, the company reported a revenue of 600 million CNY, a year-on-year increase of 34% [6] - Net profit reached 178 million CNY, up 10% year-on-year, with a net cash flow from operating activities of 83 million CNY, an increase of 22% [6] - R&D expenses grew by 127% to 47 million CNY compared to the same period last year [6] Group 3: Technological Advancements - The company has made significant progress in new technologies, including HJT laser LIA equipment and laser transfer technology, which can reduce silver paste consumption by over 20% [5][6] - The PERC laser ablation and SE laser doping have become standard equipment for PERC battery processes, achieving a line width of 20um or lower, saving over 20% in silver paste consumption [5] - The company is also developing laser applications for TOPCON and IBC processes, with recent orders for mass production [5][6] Group 4: Market Position and Future Outlook - The company is positioned to maintain a strong market share across various battery technologies, including HJT, TOPCON, and IBC, with ongoing customer validation [6][7] - There is an expectation for new orders and revenue contributions from the consumer electronics and display sectors, which represent broader market opportunities [7][8] - The company is actively working on engineering implementations for laser transfer technology, aiming for timely delivery to clients [7][8]

证券代码：300776 证券简称：帝尔激光 武汉帝尔激光科技股份有限公司投资者关系活动记录表 编号：2021-002 | --- | --- | --- | |-----------------------|-------------------------------------------------------------------------------------------------------------------------------|------------------| | | | | | 投资者关系 | 特定对象调研 √ 分析师会议 | | | 活动类别 | 媒体采访 □ 业绩说明会 | | | | 新闻发布会 □ 路演活动 | | | | 现场参观 √ 其他 | | | 参与单位名 | 中信证券张志强、华鹏伟、周燕，上海希瓦张继舟，美阳投资胡智敏， | | | 称 | 富达国际 Jason Fu 、 Teera Chanpangsang 、 Alex Zhang 、 | Tina Tian ，信 | | | 达证券罗政，中银国际陶波， CICC 张梓丁、严佳，中金公司李昕阳，中 ...

编号：2021-004 证券代码：300776 证券简称：帝尔激光 武汉帝尔激光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------|------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | □ 特定对象调研 | □ 分析师会议 | | 活动类别 | □ 媒体采访 □ | 业绩说明会 | | | ...

编号：2021-005 证券代码：300776 证券简称：帝尔激光 武汉帝尔激光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------|------------------------------------|--------------------------------------------------------------------| | | | | | 投资者关系 | √ 特定对象调研 | □ 分析师会议 | | 活动类别 | □ 媒体采访 □ | 业绩说明会 | | | □ 新闻发布会 □ | 路演活动 | | | √ 现场参观 □ | 其他 | | 参与单位名 | | 长江证券、中金公司、南方基金、兴全基金、景顺长城、博时基金、 | | 称 | | 国泰基金、富国基金、上投摩根、平安资管、平安养老、百年保险、 | | | | 宝盈基金、博道基金、东方资管、东海基金、东吴基金、复胜资产、 | | | | 富安达、国君资管、国联安基金、国投瑞银、杭银理财、汇添富基金、 | | | | 惠升基金、嘉实基金、建信保险、雷根资产、民生加银、民生通惠、 ...