DKEM(SZ:300842)2024-11-21 00:56Group 1: Company Performance and Sales Forecast - The company expects a total shipment volume of 2000-2500 tons for the year 2024, maintaining a strong market position in the photovoltaic sector [2] - In Q1 2024, the company achieved sales of 1,581.16 tons of photovoltaic conductive silver paste, representing a year-on-year increase of 41.40% [2] - The sales of N-type TOPCon conductive silver paste accounted for 1,386.40 tons, which is 87.66% of the total sales volume [2] Group 2: Product Development and Market Position - The company has been supplying BC battery silver paste since 2020 and is recognized as the first domestic supplier of this product [2] - The company is a leading supplier in the BC battery sector, with significant advancements in product performance and market share [3] - The company actively collaborates with potential customers and serves as a benchmark supplier for several BC clients [3] Group 3: Technological Innovations and Cost Management - The single watt consumption of BC silver paste is higher compared to TOPCon silver paste, but the company is working on solutions to reduce silver consumption [3] - The company is focusing on low-silver technologies, including copper paste, and has established partnerships to develop these technologies [3] - Due to overall pressure in the photovoltaic industry, the processing fees and profit margins for silver paste have decreased compared to earlier in the year [4] Group 4: Future Outlook and Competitive Strategy - The company plans to increase R&D investment to maintain its competitive edge in the rapidly evolving silver paste industry [3] - Innovations in battery technologies, such as TBC, HJT, and HBC, are expected to enhance the processing fees of corresponding paste products [4] - The introduction of new technologies is anticipated to positively impact the company's profitability in the future [4]