Financial Data and Key Metrics Changes - First Solar achieved record net sales of $4.2 billion for the year 2024, marking a year-on-year increase of 2755% [33] - The company reported a full year diluted EPS of $12.02, reflecting significant growth compared to previous years [33] - As of the end of 2024, First Solar had a net cash balance of $1.2 billion [33] - For Q1 2025, the company reported a diluted EPS of $1.95 and ended the quarter with a gross cash balance of $900 million and a net cash balance of $400 million [34] Business Line Data and Key Metrics Changes - In 2024, First Solar secured net bookings of 4.4 gigawatts and set a new sales record of 14.1 gigawatts of volume sold [31] - The company produced a total of 15.5 gigawatts in 2024, consisting of 9.6 gigawatts of Series six modules and 5.9 gigawatts of Series seven modules [31] - For Q1 2025, First Solar produced 4 gigawatts, comprised of 2 gigawatts of Series six and 2 gigawatts of Series seven modules [34] Market Data and Key Metrics Changes - The U.S. is projected to require 128 gigawatts of new capacity by 2029 to meet high summer peak demand [22] - Solar energy is positioned to play a significant role in the near-term energy solution mix due to its low cost and rapid deployment compared to other energy sources [24] Company Strategy and Development Direction - First Solar's growth strategy focuses on three core pillars: enhancing core single junction cad tel semiconductor technology, advancing next-generation thin film semiconductors, and developing a next-generation Tandem device [25][26] - The company emphasizes responsible solar practices, highlighting its resource efficiency and vertically integrated manufacturing operations [28] - First Solar is committed to providing global in-house PV module recycling services, marking twenty years of recycling in the industry [29] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of solar energy in preventing energy price-related inflation and maintaining economic competitiveness [24] - The company is optimistic about its leadership in thin film technology and manufacturing, positioning itself well for future commercialization and scaling of perovskite-based thin film semiconductors [27] Other Important Information - The company has made significant advancements in its technology roadmap, including the commissioning of a new R&D innovation center in Ohio [31] - First Solar's manufacturing capacity increased to approximately 21 gigawatts by the end of 2024, driven by new facilities and optimization efforts [32] Q&A Session Summary - No questions were submitted by stockholders during the Q&A session [35]

中国国际金融股份有限公司 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《证 券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》和《上海 证券交易所上市公司自律监管指引第 11 号——持续督导》等相关规定对江苏菲沃 泰纳米科技股份有限公司（以下简称"菲沃泰"、 "公司"）进行持续督导，并出具 本持续督导跟踪报告。 一、持续督导工作情况 序号 工作内容 持续督导情况 建立健全并有效执行持续督导工作制度，并针 保荐机构已建立并有效执行了持续督导 对具体的持续督导工作制定相应的工作计划 制度，并制定了相应的工作计划。 根据中国证监会相关规定，在持续督导工作开 保荐机构已与菲沃泰签订《保荐协议》， 关于江苏菲沃泰纳米科技股份有限公司 利和义务，并报上海证券交易所备案。 并报上海证券交易所备案 持续督导期间，按照有关规定对上市公司违法 违规事项公开发表声明的，应于披露前向上海 2024 年度菲沃泰未发生按有关规定需保 证券交易所报告，并经上海证券交易所审核后 荐机构公开发表声明的违法违规情况。 在指定媒体上公告 持续督导期间，上市公司或相关当事人出现违 法违规、违背承诺等事项的，应自 ...