J.S. Machine(000821)2024-11-03 13:38Group 1: Investor Relations Activities - The investor relations activities included specific object research and analyst meetings [1] - Participants included representatives from various fund management companies and securities firms [1][2][3][4] Group 2: Company Overview and Strategic Planning - The company provided an introduction to its core business, industry overview, and strategic planning during the investor meeting [4] - The company is focusing on the development of perovskite technology, with significant advancements expected in 2024 [5][6] Group 3: Perovskite Industry Insights - The perovskite industry is progressing towards mass production, with a focus on GW-level production lines [5] - The company has successfully delivered perovskite solar cell production equipment and has received orders for GW-level equipment [5][6] Group 4: Financial and Operational Updates - The packaging business has exceeded expectations, with overseas revenue reaching 50% of total packaging revenue [6] - The company is actively managing costs through various strategies, including optimizing product design and enhancing production efficiency [6] Group 5: Market Outlook - The photovoltaic industry is currently in a downward cycle, but there are optimistic signs for recovery in the second half of next year [6][7] - The company is expanding its international market presence, with a focus on the U.S., India, and emerging markets in the Middle East [7]