亚玛顿(002623) - 2026年1月27日投资者关系活动记录表
AMDAMD(SZ:002623)2026-01-27 13:58

Group 1: Investment and Expansion - The company has registered a project in the UAE for an annual production capacity of 500,000 tons of photovoltaic glass, which aligns with its global development strategy and aims to reduce production costs while expanding market share [3][4] - The new production base in Ordos, Inner Mongolia, is part of the company's strategic layout in northern regions, utilizing local resources to lower costs and enhance production efficiency [4][6] Group 2: Technology and Product Development - The company has achieved mass production capability for ITO glass, which offers advantages such as large size, lightweight, high conductivity, and high transparency compared to FTO glass [3][4] - As the first company in the industry to mass-produce 1.6mm photovoltaic glass, it positions itself in the thin glass sector, differentiating from competitors [4][6] Group 3: Market Performance and Future Strategy - The company is currently assessing its financial data for 2025 and will disclose performance forecasts as required by regulations [3][5] - The future strategy focuses on a "dual-wheel drive" development model for photovoltaic glass and consumer electronics glass, optimizing product structure and enhancing market share while managing risks [6]

AMD-亚玛顿(002623) - 2026年1月27日投资者关系活动记录表 - Reportify