晶升股份(688478) - 晶升股份投资者关系活动记录表-2024年12月12日

Group 1: Industry Challenges and Responses - The silicon carbide industry is facing significant price pressure due to a decline in substrate prices, impacting profitability across the supply chain [1] - The company is willing to adjust prices to help customers manage cost pressures while maintaining R&D investments to enhance competitiveness [1] - The focus on improving yield and processes is essential for the overall competitiveness of the silicon carbide industry in China [1] Group 2: Product Shipment and Market Trends - The company primarily ships 6-inch silicon carbide crystal growth equipment, with 8-inch equipment also being shipped in batches [1] - Future investments in expansion will focus on 8-inch equipment, although yield issues need to be resolved before large-scale production can commence [1] - There is a high demand for silicon carbide in applications such as electric vehicles and photovoltaic inverters, indicating potential growth despite current price competition [2] Group 3: Solar Business Developments - The company has reached agreements with customers regarding the delivery of solar-related orders, which are currently being executed [2] - The decline in prices is seen as an opportunity for expanding applications and increasing demand in the silicon carbide sector [2]