Core Viewpoint - Yunnan Zhenye has initiated an IPO and is involved in the supply of photovoltaic-grade germanium products for solar cells, with a significant increase in revenue over the past three years [2]. Group 1: Company Performance - Yunnan Zhenye's revenue from photovoltaic-grade germanium products for the past three years is as follows: approximately 54.93 million in 2022, approximately 75.84 million in 2023, and projected at approximately 105.59 million in 2024 [2]. - The company's current production capacity for photovoltaic-grade germanium products is 300,000 pieces per year for 4-inch wafers and 200,000 pieces per year for 6-inch wafers [2]. Group 2: Future Plans - The company has received board approval to implement a new project for the construction of germanium wafers for space solar cells, with a planned construction period of 18 months [2]. - The new project aims to expand production capacity to a total of 2.5 million germanium wafers per year [2].
云南锗业:公司的光伏级锗产品为太阳能电池用锗单晶片,下游客户以外延生产厂商为主,未直接对接终端客户