晶盛机电(300316) - 2015年3月25日投资者关系活动记录表

Group 1: Company Overview and Product Offerings - The company manufactures photovoltaic equipment, including fully automatic monocrystalline silicon growth furnaces and multicrystalline ingot furnaces, with a focus on low-cost and high-efficiency technologies [2][3] - The fully automatic crystal growth furnace series and gas-cooled multicrystalline ingot furnace products have been recognized as national key new products by the Ministry of Science and Technology [3] - The pricing of the fully automatic monocrystalline furnace is approximately double that of similar domestic products, while the gas-cooled multicrystalline furnace is priced over 20% higher than domestic counterparts [3] Group 2: Market Position and Clientele - The company's products are widely used by renowned semiconductor firms and major photovoltaic companies, including Yingli Green Energy, Trina Solar, and LONGi Green Energy [4][3] - The company has established strong trust and preference among high-end clients due to superior product performance and professional technical services [3] Group 3: Financial Performance and Orders - As of December 31, 2014, the total contract amount for all shipped orders was CNY 86.41 million, with partial shipment contracts totaling CNY 57 million [4] - The amount of contracts with delayed delivery due to industry considerations was CNY 217.41 million, while the total contract amount was CNY 475.97 million [4] Group 4: Industry Trends and Challenges - The rise of thin-film photovoltaics poses challenges for crystalline silicon and its furnace manufacturing companies, but crystalline silicon technology remains dominant due to its higher efficiency and lower degradation rates [5] - Crystalline silicon batteries account for 85% of the photovoltaic power generation market, indicating a strong market presence despite competition [5] Group 5: Future Development Plans - The company plans to strengthen cost control in crystal growth equipment manufacturing and accelerate the development of diversified new products, such as sapphire crystal materials [5] - The company aims to leverage capital markets for fundraising, actively seek suitable cooperation projects and acquisition targets, and maximize shareholder interests [5]