证券之星消息，根据市场公开信息及7月31日披露的机构调研信息，太平基金近期对2家上市公司进行了 调研，相关名单如下： 1)新坐标(太平基金参与公司特定对象调研&分析师会议&现场参观) 调研纪要：2024年度，公司海外营业收入占公司营业收入43.17%，业绩增长主要来自国内自主品牌客 户的开拓。二季度公司经营情况正常，2024年7月公告的股权激励草案中明确了公司2025年的收入及利 润考核目标。公司90%以上的客户为汽车厂商，覆盖国内外乘用车、商用车市场。公司为高新技术企 业，拥有全产业链技术研发能力，冷成形技术成形精度高、材料利用率高。公司稳健推进客户及市场拓 展，提高市场占有率，加大与海外客户沟通交流力度。年降问题是常态化问题，公司通过优化内部管控 制度、加强现场管理等方式应对。公司与浙江陀曼智能科技股份有限公司、孙立松先生合作，相关产品 处于研发阶段。 2)晶科能源(太平基金参与公司路演活动) 调研纪要：晶科能源表示，要解决光伏行业内卷式竞争需严控新增产能，引导价格归理性，推动前沿技 术创新。公司高功率产品改造进展顺利，640W以上产品今年三季度已部分交付，明年大部分订单将切 换为640W以上产品。公司预 ...

Group 1: New Coordinates - The company expects overseas revenue to account for 43.17% of total revenue in 2024, with growth driven by the expansion of domestic self-owned brand customers [1] - Over 90% of the company's clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [1] - The company is a high-tech enterprise with full industry chain R&D capabilities, focusing on high precision and material utilization in cold forming technology [1] - The company is actively expanding its customer base and market share while enhancing communication with overseas clients [1] - The company is addressing annual decline issues through improved internal control and on-site management [1] Group 2: JinkoSolar - JinkoSolar aims to address the intense competition in the photovoltaic industry by strictly controlling new capacity and guiding prices back to rational levels [2] - The company has made significant progress in upgrading high-power products, with partial deliveries of products over 640W expected in Q3, and a majority of orders transitioning to these products next year [2] - The company anticipates that TOPCon capacity will reach 670W next year, with potential to achieve 680-700W in the next 2-3 years, and aims for battery mass production efficiency to exceed 28% [2] - The global photovoltaic market demand remains stable, with a return to normal demand in China and rapid growth in emerging overseas markets [2] - The company's overall production in Q3 is expected to remain stable, benefiting from the rapid growth in emerging markets such as the Indo-Pacific and Middle East Africa [2]