京山轻机(000821) - 京山轻机投资者关系活动记录表

Group 1: Company Overview and Financial Structure - The company's photovoltaic equipment business accounts for approximately 60%-70% of total revenue, with most income derived from photovoltaic module equipment [2] - The packaging equipment business contributes around 10%-20% to total revenue, while other businesses make up the remainder [2] Group 2: Delivery and Revenue Recognition - The delivery cycle for equipment varies significantly based on project specifics, typically ranging from 6 to 12 months [2] - The third quarter of 2022 saw an increase in gross margin due to higher overseas sales, as international orders generally yield better margins than domestic ones [2] Group 3: Market Insights and Future Outlook - The company has observed significant growth in the Turkish and Indian markets, with Turkey expanding projects and India promoting photovoltaic industry development [2] - The U.S. has policies encouraging local production in the photovoltaic industry, indicating a promising future market [2] Group 4: Product Development and Technology - The company is actively communicating with clients regarding HJT cleaning and etching equipment, with orders expected to materialize within the year [3] - The TOPCon technology offers advantages such as improved film quality and lower energy consumption due to lower deposition temperatures [3] - The company is exploring three technical directions for perovskite equipment, including sputtering, evaporation, and ALD equipment, in collaboration with Huazhong University of Science and Technology [3] Group 5: Lithium Battery Equipment - The lithium battery equipment business is currently small as it has just entered the market, with significant R&D investment and ongoing sample machine deliveries [3]