HAIDA(300320)2025-02-16 07:48Group 1: Business Performance and Outlook - In 2024, the company expects normal growth in orders and revenue across four major sectors: rail transit, automotive, construction, and shipping [1] - Significant revenue growth is anticipated from automotive sealing parts, vibration dampers, and container sealing parts [1] - The company aims to leverage its strengths in rubber product sealing and vibration damping to expand into new markets and products, particularly in the fields of new energy vehicles, energy storage, wind power, photovoltaics, and hydrogen energy [1] Group 2: Collaboration and Sales Projections - The subsidiary, Haida New Energy, 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 specific procurement quantities and prices will be determined by purchase orders, with total transaction amounts subject to final agreement [2] Group 3: Product Advantages and Customer Acceptance - The company developed a full-screen buckle short frame product to enhance safety and reliability, focusing on RAMS (Reliability, Availability, Maintainability, Safety) rather than just cost reduction [2] - The product features lightweight design, dust resistance, and superior static and dynamic load performance, which increases light exposure and thus enhances power generation, leading to positive customer recognition [2]