Hymson(SH:688559)2024-07-09 08:37Group 1: Company Overview - The company is called Haimoxing Laser Technology Group Co., Ltd., with stock code 688559 [2] - The chairman and general manager is Zhao Shengyu [2] Group 2: Investor Relations Activities - The investor relations activity took place on July 5, 2024, via an online conference [2] - Participants included various investment firms and funds, such as BlackRock, Guotai Junan Securities, and others [2] Group 3: Product Development and Technology - The company has developed a high-power broadband tunable long-wave infrared laser system, achieving original technological breakthroughs in several areas [4] - The energy density of the solid-state battery developed by Xinjie Energy exceeds 450Wh/kg, with a production capacity of 200MWh [4] - The company plans to build a 5GWh production line for lithium metal solid-state batteries by August 2024 [4] Group 4: Market Position and Strategy - Haimoxing has become one of the duopolies in the photovoltaic equipment industry, with a key efficiency improvement of over 0.3% for TOPCon technology [4] - The company expects a significant increase in orders for lithium battery equipment in 2024, with approximately 70% of orders coming from overseas markets [9] Group 5: Financial Performance and Projections - The company's 3C business orders were around 800 million yuan last year, with expectations for stable growth this year [7] - The revenue recognition model for lithium and photovoltaic sectors is primarily based on a "3-3-3-1" payment structure [8] Group 6: Regulatory and Certification Progress - The company is progressing with applications for Class II and Class III medical device licenses, with plans to launch medical laser products once certifications are obtained [8]