海泰新能(835985) - 关于接待机构投资者调研情况的公告

Group 1: Company Overview and Investor Engagement - Tangshan Haitai New Energy Technology Co., Ltd. received four institutional investors for a research meeting on April 21, 2023 [1][2] - The meeting was attended by key company executives including the Chairman and Vice Presidents [2] Group 2: Market and Production Insights - The decline in polysilicon prices is expected to increase profitability in other segments of the photovoltaic industry, leading to a rise in demand for photovoltaic modules [3] - The company plans to gradually expand production capacity in response to market demand [3] Group 3: Strategic Market Focus - The company aims to focus on international markets, maintaining a distributed generation share of over 50% [4] - Future expansion will target Europe, Japan, Southeast Asia, South America, and Africa [4] Group 4: Profitability and Competitive Advantage - The company anticipates improved profitability in the module manufacturing segment due to several factors: - Decreasing polysilicon prices will enhance cost advantages in the manufacturing chain [4] - Regional advantages in Hebei province, where the company is based, will contribute to cost and service benefits [4] - Increased investment in R&D and collaboration with Tsinghua University will drive technological advancements [4] Group 5: Product Development and Market Trends - The demand for 210 mm photovoltaic modules is expected to grow, although 182 mm modules currently dominate the market [4] - The company’s production lines can accommodate both 182 mm and 210 mm modules [4] Group 6: Energy Storage Initiatives - The company is involved in various aspects of energy storage, including PACK integration and energy storage system integration [5] - Current projects include large-scale storage container systems, commercial storage systems, and small household storage systems [5] - Collaboration with Tsinghua University aims to enhance core competitiveness in "photovoltaic-storage-hydrogen system integration" [5] Group 7: New Business Ventures - The company plans to invest in a 50,000-ton graphite electrode project, which is crucial for producing polysilicon [6] - Graphite electrodes are essential for ensuring production efficiency and quality in the metal silicon manufacturing process [6]