拓日新能(002218) - 2017年7月6日投资者关系活动记录表

Group 1: Company Overview - The company is currently in a phase of rapid growth and is a leader in the global photovoltaic industry, supported by the government in clean energy and environmental protection [4] - The company aims to create a better environment and life for humanity, addressing issues like smog and fulfilling corporate social responsibility [2] Group 2: Strategic Development - Recent strategic initiatives include the development of agrivoltaic power stations, the Belt and Road Initiative, and research in solar thermal technology [4] - The company has high utilization rates for its agrivoltaic power stations and plans to implement space reuse for organic farming to increase overall revenue [4] Group 3: Financial Performance - Solar power stations contribute 70%-80% of the company's profits, with a total of 260 MW of grid-connected power stations as of June 30, 2017 [5] - The company has successfully connected a 70 MW power station to the grid in collaboration with state-owned enterprises [5] Group 4: Production and Supply Chain - The company has a self-sufficiency rate of at least 30% for solar cells, with 60%-70% still needing to be sourced externally [6] - The company maintains a balanced approach to its supply chain, focusing on performance and profitability [6] Group 5: Market Dynamics - The photovoltaic industry faces common issues such as power restrictions due to competition with traditional energy sources, but the company experiences fewer restrictions in regions like Qinghai and Shaanxi [7] - The gross margin for photovoltaic power generation is around 60%, with minimal impact on performance from margin fluctuations [7] Group 6: Future Outlook - The company anticipates that if electricity costs drop to 0.3-0.4 yuan per kWh, the gross margin will depend on technological advancements and cost reductions [7] - The company is committed to environmental protection and believes that the logic for continued growth in photovoltaic power generation will remain unchanged over the next 10 to 20 years [7]