晶盛机电(300316) - 晶盛机电调研活动信息

Financial Performance - In the first half of 2023, the company achieved operating revenue of 8.406 billion CNY, representing a year-on-year growth of 92.37% [2] - The net profit attributable to shareholders reached 2.206 billion CNY, with a year-on-year increase of 82.78% [2] - Research and development (R&D) investment amounted to 600 million CNY, marking a significant year-on-year growth of 118.68% [2] R&D and Innovation - As of June 30, 2023, the company held a total of 690 valid patents, including 114 invention patents (4 of which are international patents) [3] - The company has developed the fifth-generation single crystal furnace, which integrates superconducting magnetic field technology into the photovoltaic sector, enhancing battery efficiency [3] - The company continues to strengthen its R&D capabilities with various research platforms and laboratories established [3] Equipment and Product Development - The company has achieved full coverage of 8-12 inch silicon wafer equipment and has begun mass sales of 6-inch silicon carbide epitaxy equipment [4] - In the battery component equipment sector, the company has developed a range of equipment compatible with multiple battery technologies [4] - The company is accelerating the production capacity of quartz crucibles and has seen rapid growth in its quartz crucible business [4] Market Expansion and Client Base - The company is actively expanding its international market presence, targeting countries such as Turkey, Norway, Mexico, India, and Vietnam [5] - Major clients include well-known companies such as TCL Zhonghuan, JinkoSolar, and Trina Solar, with long-term strategic partnerships established [4] - The company has set up a holding company in Malaysia to further promote global business development [5] Supply Chain Management - The company has built a comprehensive supply chain management system to ensure agility and flexibility in meeting customer demands [4] - It is actively expanding the production capacity of key components to enhance its supply chain capabilities [4]