YCXN(SZ:300080)2022-12-04 06:50Group 1: Company Overview - The company has approximately 1,500 employees, with about 30% in management and support roles, and 70% in frontline production [2] - The company operates on a three-shift system [2] Group 2: Production Capacity - As of now, the company has nearly 90% of its 2GW high-efficiency monocrystalline solar cell production capacity utilized [2] - Current production capacity is expected to be fully released by the end of the month [2] Group 3: Industry Insights - Solar power currently accounts for only 1% of the total national electricity generation [2] - The solar industry has seen significant breakthroughs, with non-silicon production costs gradually decreasing, bringing solar power closer to grid parity [3] - The solar subsidy system is transitioning to a reduction mechanism, indicating a maturing industry [3] Group 4: Cost Structure - Silicon material accounts for approximately 50% of the production cost in silicon wafer manufacturing [3] - Silicon material constitutes about 70% of the production cost in solar cell manufacturing [3] Group 5: Communication and Compliance - The company ensured thorough communication with researchers during the visit and adhered to regulations, with no significant undisclosed information leaks [3]