HAIDA(SZ:300320)2024-12-10 08:18Group 1: Company Overview - Jiangyin Haida Rubber & Plastic Co., Ltd. focuses on the research and development of modified rubber and plastic materials, emphasizing sealing and vibration reduction functions across multiple industries [1] - The company’s products are widely used in four main sectors: rail transportation, automotive, construction, and shipping [1] Group 2: Business Outlook - The company reports 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 the final sales figures, which are not specified in the agreement [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 increasing energy output due to reduced shading [2][3] - The short-frame product is unique in the market, with no other manufacturers currently producing similar items [3] Group 5: Industry Standards and Performance - The company has established national standards for photovoltaic rubber components, ensuring that their products meet industry requirements [3] - The performance of the new short-frame product has been validated through multiple tests, showing superior static and dynamic load performance compared to traditional frames [3][4]