HAIDA(SZ:300320)2024-12-09 01:58Group 1: Company Overview - Jiangyin Haida Rubber & Plastic Co., Ltd. focuses on the modification and research of rubber and plastic materials, emphasizing sealing and vibration reduction functions [1] - The company provides solutions for high-end equipment with products widely used in four major sectors: rail transportation, automotive, construction, and shipping [1] Group 2: Business Outlook - The company anticipates normal order levels across its four main business areas: rail transportation, automotive, construction, and shipping [2] - Future strategies include leveraging existing market advantages to penetrate new markets and products, particularly in emerging sectors like new energy vehicles, energy storage, wind power, photovoltaics, and hydrogen energy [2] Group 3: Collaboration and Sales Projections - Haida New Energy has signed a long-term procurement agreement with Longi Green Energy, with an expected procurement volume of 8GW from June 2025 to June 2027 [2] - The total transaction amount will be determined by final sales figures, as specific product details and prices are not disclosed [2] Group 4: Product Development and Competitive Edge - The company has developed a new short-frame product for photovoltaic applications, which enhances safety and reliability while being lightweight and efficient in energy generation [2][3] - The short-frame product has been validated by customers for its superior performance compared to traditional aluminum frames, despite requiring some initial investment for production adjustments [3][4] Group 5: Industry Standards and Material Performance - The company has established national standards for photovoltaic rubber components, ensuring compliance with performance requirements [3] - The longevity and durability of rubber sealing components are highlighted, with examples showing that they can last significantly longer than other rubber products like tires [3]