Core Viewpoint - The company has achieved GW-level production capacity for its high copper paste solutions with strategic customers, driven by high silver prices and differentiated demand for TOPCon high-power components [1] Group 1: Company Developments - The company reported that strategic customers are actively advancing larger-scale production deployments due to favorable market conditions [1] - Other leading battery component integrators and specialized battery manufacturers are also showing significant interest and are conducting evaluation tests, which may lead to follow-up mass production [1] - The company anticipates that 2026 will mark the year of large-scale mass production for high copper paste in the industry, indicating a positive market outlook [1] Group 2: Pricing and Profitability - The pricing model for high copper paste is based on direct pricing, allowing the company to maintain a high gross profit margin due to its technological advantages [1]
帝科股份:公司高铜浆料解决方案在战略客户处已经实现了GW级产能目标