AMD(SZ:002623)2022-12-04 10:46Group 1: Company Overview - The company is called Yamaton Co., Ltd. with stock code 002623 [1] - The investor relations activity took place on June 4, 2020, in the company meeting room [2] Group 2: Sales and Production - Yamaton signed a two-year sales contract with Longi, which is being executed as per agreement [3] - The company has a stable order volume since April 2020, supported by the operation of a 650t furnace in Fengyang [3] - The first furnace in Fengyang supplies 100% of its output to Yamaton, meeting approximately 80% of the company's processing capacity [4] - The company plans to build two additional 650t furnaces to meet market demand for photovoltaic glass and related products [4] Group 3: Partnerships and Clientele - Yamaton has become a qualified supplier for Tesla, gradually increasing supply of solar roof tiles since 2019 [4] - The company produces various electronic display glass products, primarily serving well-known domestic and international TV manufacturers [5] Group 4: Solar Power Stations - From 2015 to 2017, Yamaton invested in solar power stations to promote ultra-thin double-glass components, achieving good returns [5] - The company has sold three solar power projects by the end of 2019, with a total capacity of approximately 189MW for self-built and owned grid-connected solar power stations [6] - The company is actively applying for the eighth batch of photovoltaic subsidy policies, which will positively impact future asset sales [6]