BOAMAX(002514)2023-11-21 10:47Group 1: Company Overview and Business Strategy - Jiangsu Baoxin Technology Co., Ltd. focuses on new energy, particularly high-efficiency heterojunction (HJT) solar cells and charging/replacement business [2][3]. - The company has established production bases in locations such as Huaiyuan, Anhui, and is advancing research on perovskite + heterojunction stacked solar cells [2][3]. - The company aims to create a smart green transportation network through charging and replacement infrastructure, with a focus on cities like Huai Bei, Chizhou, Chongqing, Nanjing, Bengbu, Zhengzhou, and Quanzhou [2][3]. Group 2: Heterojunction Project Progress - The first phase of the 2GW high-efficiency heterojunction cell and module production line in Huaiyuan is under testing, with plans for a second phase and additional projects in Inner Mongolia [3][4]. - The company is optimizing its supply chain and expanding its overseas market presence while ensuring production capacity and product quality [3][4]. Group 3: Cost Reduction Strategies - The company is pursuing cost reduction through technological advancements and scaling production, utilizing methods such as silver-coated copper and thin-film technology [3][4]. - Heterojunction technology is expected to reveal competitive advantages as costs decrease and efficiency improves [3][4]. Group 4: Charging and Replacement Business Development - With over 20 years of manufacturing experience, the company has developed capabilities in manufacturing charging piles and heavy-duty vehicle replacement stations [3][4]. - The company is actively promoting ultra-fast charging station projects in pilot cities like Chongqing, Zhengzhou, and Beijing, while also assisting local governments in building charging infrastructure [3][4]. Group 5: Perovskite Project Progress - The company views perovskite technology as a significant development direction for the next generation of solar technology, with ongoing research in perovskite + heterojunction stacked cells [4]. - The experimental efficiency of the perovskite/heterojunction stacked cell has exceeded 30%, with ongoing construction of a testing facility in Xi'an [4].