协鑫集成(002506) - 2019年6月5日投资者关系活动记录表
GCLSIGCLSI(SZ:002506)2022-12-03 10:14

Production Capacity and Sales - The company currently has a module production capacity of approximately 6 GW, with battery capacity planned to match 50% of module capacity. The planned module shipment for 2019 is between 6.5 to 7 GW [3] - The company has sufficient orders on hand, with orders scheduled through Q3 2019, of which about 70% are from overseas markets [3][4] - The company aims for over 500 MW in EPC business revenue in 2019, transitioning from a single photovoltaic EPC provider to a comprehensive energy solution provider [5] Market Expansion and Strategy - The company plans to increase its overseas market sales to over 70% in 2019, leveraging shorter payment terms and faster cash flow from international business [4] - Key overseas markets with rapid demand growth include France, Spain, the Netherlands, Poland, Australia, and South Korea, driven by stricter carbon emission controls in developed countries [4] Financial Management - The company is focused on reducing financial costs through strategies such as strict management of accounts receivable and expanding financing channels [4][6] - The company plans to invest approximately 273.236 million yuan in a project to produce recycled wafers, with an expected annual output of 600,000 8-inch and 3 million 12-inch recycled wafers [5][6] Technological Development - Future technology development in the photovoltaic industry will focus on high-efficiency batteries and high-density, reliable components, with a diverse range of applications emerging [6] - The company is preparing for various advanced battery technologies and has initiated industrial layout and certification work for energy storage products [6]