固德威(688390) - 投资者关系活动记录表

Group 1: Company Performance Overview - In 2023, the company maintained a good growth trend in the first half, but faced challenges in the second half due to overseas industry inventory issues, resulting in lower-than-expected sales [2] - The company's revenue for Q1 2024 was 1.126 billion CNY, with a net profit attributable to shareholders of -28.82 million CNY, primarily due to a significant decrease in the proportion of high-margin export revenue [3] Group 2: Market Trends and Developments - In 2023, China's photovoltaic application market exceeded expectations, with an installed capacity increase of 216.88 GW, a year-on-year growth of 148.1% [3] - The newly installed capacity for centralized photovoltaic power stations was 120.59 GW, up 232.2% year-on-year, while distributed photovoltaic power stations added 96.29 GW, reflecting an 88.4% increase [3] - The market for household photovoltaic installations accounted for approximately 45.3% of the distributed market, with significant growth observed in southern provinces like Jiangxi, Hunan, and Fujian [3] Group 3: Strategic Initiatives and Innovations - The company launched a photovoltaic settlement center to enhance data accuracy and improve payment processes [3] - Solid-state energy storage and commercial energy storage are key focuses for 2024, with ongoing projects and product releases planned [4] - The company has developed and deployed a virtual power plant platform, participating in market transactions and pilot projects [3] Group 4: Competitive Advantages - The company ranks relatively high in the global household storage sector, with strong brand value and market trust [4] - It has a competitive edge in the commercial sector and is gradually expanding its presence in the ground-mounted field [4] - The company emphasizes talent retention and increased R&D investment to maintain its market position [4]