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中来股份(300393) - 300393中来股份投资者关系管理信息20250509
2025-05-09 10:30
Group 1: Business Strategy and Resource Allocation - The company is balancing resource allocation across its photovoltaic auxiliary materials, high-efficiency batteries, and components to maximize overall efficiency amid industry adjustments [1][2]. - In response to declining product prices, the company plans to enhance its sales team's capabilities and adopt diversified product strategies to expand both domestic and international markets [2][3]. Group 2: Supply Chain and Investment Strategy - The company is cautious about external investments due to the cyclical adjustments in the photovoltaic industry, focusing on improving operational performance instead [2][3]. - There are no immediate plans to extend upstream in the supply chain, but the company will disclose any future investment plans as per regulations [2][3]. Group 3: Customer Experience and Product Development - The company emphasizes high-quality products and services to enhance user experience and retention in the distributed household business [2][3]. - The "Solar Town" service offers comprehensive lifecycle management for solar power stations, catering to diverse user needs [2][3]. Group 4: Market Expansion and Certifications - The company is actively expanding into emerging overseas markets, particularly in the Middle East, Europe, and Asia-Pacific, while monitoring international policies and market conditions [3]. - As of now, the company has obtained multiple international certifications, including CE in Europe and BIS in India, to facilitate market entry [3]. Group 5: Technological Advancements - The TOPCon battery's average conversion efficiency has exceeded 26%, positioning the company at a competitive level within the industry [3]. - Continuous research and development efforts are aimed at further enhancing conversion efficiency through innovative technologies and process optimizations [3]. Group 6: Product Performance and Market Feedback - The "Yufeng" components have received positive market feedback, showcasing advantages such as low temperature coefficients and high resistance to extreme weather conditions [3]. - The year 2024 is designated as the initial promotion year for the "Yufeng" components, with plans for increased market outreach in the future [3].