AMD(SZ:002623)2022-12-06 09:06Group 1: Company Overview and Future Plans - The company aims to maintain the sales volume of AR products at the same level as 2015 [1] - Plans to establish at least 200MW solar power station projects and sell ultra-thin double-glass components [1] - New electronic consumer products (ultra-thin large-size display screen cover glass) are expected to achieve certain production and sales in the second quarter of this year [1] Group 2: Competitive Landscape - The photovoltaic industry is experiencing intense competition, with many domestic suppliers launching anti-reflective glass on a large scale [2] - The company is one of the earliest and largest manufacturers of anti-reflective glass in China, holding advantages in product performance and quality [2] - The company's self-developed anti-reflective film technology is continuously improved, increasing transmittance by over 3% [2] Group 3: International Expansion - The establishment of a factory in Dubai is based on favorable local natural conditions and government support for the photovoltaic industry [2] - The Dubai subsidiary will have an initial production line of 100MW ultra-thin double-glass components, with mass production expected in the second quarter of this year [2] Group 4: Product Advantages - Ultra-thin double-glass components offer advantages over traditional components, including lightweight, longevity, safety, aesthetics, and reduced PID [2] - These components are suitable for harsh environmental conditions and can be used in various applications such as rooftops, parking lots, and agricultural greenhouses [2] Group 5: Strategic Partnerships - The investment in SolarMax Technology, a U.S. solar system integrator, aims to expand the company's downstream supply chain and enhance competitiveness [2] - SolarMax is currently performing well, with sales revenue increasing year by year [2] Group 6: Product Development - The company is focused on developing electronic consumer products, with equipment for ultra-thin large-size display screen cover glass already in place and expected to begin gradual mass production after the second quarter of this year [2] Group 7: Future Projects - The company plans to continue constructing photovoltaic power station projects to promote the application of ultra-thin double-glass components [3] - If market promotion of ultra-thin double-glass components is slow, the company will further invest in self-built photovoltaic power station projects [3]