AMD(SZ:002623)2022-11-23 06:58Group 1: Company Overview and Production Capacity - The company plans to achieve a sales volume of 100 million square meters of ultra-thin glass in 2021, significantly increasing production capacity due to the commissioning of the Fengyang kiln and expansion of deep processing [3] - The Fengyang Silicon Valley's two new kilns are expected to be operational by mid-2021, aligning with the expansion of the company's deep processing production line [3] - The total production capacity after the completion of three kilns at Fengyang Silicon Valley is estimated to be between 120 million to 150 million square meters, meeting 80% of the company's raw glass demand [3] Group 2: Product Development and Market Trends - The company has successfully produced 1.6mm raw glass and is awaiting customer certification for its deep processing capabilities [3] - The future trend in solar roofing products (BIPV) is expected to grow, with the company's 1.6mm ultra-thin photovoltaic glass offering significant advantages in addressing issues like load-bearing and fire safety [4] - The company has established partnerships with well-known domestic display manufacturers, leading to an increase in order volume compared to the previous year [4] Group 3: Related Party Transactions and Strategic Plans - All raw glass produced by Fengyang Silicon Valley is sold to the listed company, constituting 100% related party transactions, with pricing determined at market rates to ensure fairness [4] - The company plans to consider acquiring Fengyang Silicon Valley to reduce related party transactions and focus on integrated production in the photovoltaic glass sector [4]