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快可电子(301278) - 2025年5月8日投资者关系活动记录表
2025-05-08 09:14
Group 1: Company Overview and Strategy - The company focuses on the research, production, and sales of photovoltaic components and electrical protection products for solar power stations, with five production bases globally [2][3] - The company aims to enhance investor confidence through improved sales revenue and operational performance in the renewable energy sector [3] Group 2: Technological Innovations - The company has made advancements in solar photovoltaic connectors and junction boxes, enhancing performance in current and voltage capacity, weather resistance, and smart protection [3] - New product developments include energy storage connectors and micro-inverters, which are expected to strengthen the company's competitive position in international markets [3] Group 3: Financial Performance and Projections - The company reported a stable operational status with good order conditions, with specific financial details to be disclosed in the 2025 semi-annual report [4][5] - Future profit growth is anticipated from new product expansions, the establishment of a factory in the U.S., and the implementation of a self-supply model for bypass protection modules, which will reduce production costs [5] Group 4: Industry Outlook - According to the China Photovoltaic Industry Association, the global photovoltaic installed capacity is expected to grow by 10% year-on-year in 2025 under optimistic conditions [5] - The photovoltaic industry is facing increased competition and pressure on profitability due to a slowdown in demand growth across the supply chain [5]