Core Viewpoint - The company, Guangxin Materials, is currently a leading supplier in the photovoltaic BC battery insulation adhesive sector, but anticipates a significant decline in revenue from this segment by 2025 due to various market pressures [1] Group 1: Market Challenges - The company faces challenges such as a substantial reduction in the usage of insulation adhesive per GW due to upgrades in downstream photovoltaic BC battery processes [1] - Market sales rhythm and customer demands for cost reduction and price competition from secondary suppliers are also impacting revenue [1] Group 2: Future Focus and Strategy - The company emphasizes the importance of new technologies and materials in the photovoltaic sector, viewing the insulation adhesive for BC batteries as a critical solution for industry transformation [1] - The company is focusing on high-performance, environmentally friendly new material solutions for extreme environments in sectors such as marine, mining, and petrochemicals [1] - The company aims to continue developing sustainable new material solutions that enhance quality, reduce costs, and lower emissions, thereby creating more sustainable value [1]
广信材料:公司非常重视新技术新材料机会