聚和材料董事长刘海东： 打破垄断的“银”领者用创新交出答卷

Core Insights - The article highlights the rapid growth and technological advancements of Changzhou Juhe New Materials Co., Ltd., which has become a leading player in the photovoltaic conductive silver paste market, achieving a market share that ranks first globally [1][2] - The company has developed key technologies that break the foreign monopoly on conductive silver paste, which is crucial for the efficiency of solar cells [1] Company Overview - Changzhou Juhe New Materials Co., Ltd. operates a state-of-the-art clean production facility capable of producing 3,000 tons of conductive silver paste annually, which is essential for solar cell manufacturing [1] - The company was founded by Liu Haidong, who emphasized the importance of developing core technologies to reduce reliance on foreign materials [1] Financial Performance - From 2022 to 2024, the company is projected to achieve cumulative revenue of 29.282 billion yuan, with annual revenues exceeding 10 billion yuan for two consecutive years, reflecting a compound annual growth rate of 23.97% [2] - Cumulative net profit is expected to reach 1.242 billion yuan, with total taxes paid exceeding 426 million yuan [2] Market Position - In 2021, the company was reported to have the largest market share in the photovoltaic conductive silver paste sector, maintaining this position for two consecutive years [2] - The company successfully went public on the STAR Market in December 2022, with a market valuation exceeding 10 billion yuan, marking its emergence as a significant player in the new materials sector in China [2] Strategic Expansion - Liu Haidong has guided the company to expand beyond the photovoltaic sector into high-end electronic materials, targeting industries such as telecommunications, automotive electronics, and semiconductors [2] - The company aims to leverage its expertise in paste materials to innovate and provide solutions across various strategic emerging industries [2]