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爱康科技(002610) - 2014年9月25日投资者关系活动记录表
AKCOMEAKCOME(SZ:002610)2022-12-08 05:24

Group 1: Company Goals and Operations - The company aims to achieve a total of over 500MW of solar power stations by the end of 2014, with current operational capacity at 176.33MW and additional projects under construction [1][2] - The company has secured a subsidy of 0.42 yuan per kWh for its operational distributed solar power stations, which is settled monthly [2] - The company plans to maintain its focus on operating solar power stations, with potential future sales or exchanges of some stations to optimize regional layout and reduce operational costs [2][3] Group 2: Market and Financial Support - The company believes that the government's 2014 quota of 14GW for solar power is encouraging and will help overcome existing industry bottlenecks [2][3] - Recent policies have improved financial support for distributed solar power stations, making it easier for the company to secure financing [3] - The company has already engaged in financing leasing for its existing distributed solar power stations in the first half of the year [3] Group 3: Risks and Challenges - The company identifies two main risks: curtailment risk and quality risk associated with solar power stations [3][4] - Curtailment risk exists in certain areas but is expected to be effectively controlled with the construction of ultra-high voltage lines [3] - Quality risk is managed through strict due diligence and quality assurance agreements when acquiring solar power stations [4] Group 4: Future Development Strategy - The company plans to stabilize production capacity, reduce costs, and improve efficiency in its manufacturing sector to maintain market share [4] - In the next five years, the company will focus on expanding its business in the energy sector, leveraging its public listing for long-term funding to support future solar power station construction [4][5] - The company aims for solar power stations to become its main source of profit while fulfilling its social responsibility and commitment to shareholder value [5]