DR Laser(SZ:300776)2023-01-04 10:46Group 1: Recent Business Performance - The company received orders for nearly 20GW capacity of TOPCon photovoltaic cells at the beginning of 2023 [3] - As of now, the cumulative orders and awarded capacity for TOPCon SE laser doping equipment have exceeded 50GW [3] - The laser doping equipment has achieved a stable efficiency improvement of over 0.25% for major clients, with some clients exceeding 0.3% [3] Group 2: Market and Competitive Landscape - The market for TOPCon laser doping equipment is competitive, but the company maintains confidence in its market share due to its deep technical accumulation [3] - The single GW value for boron doping solutions varies, but is generally around 7-8 million [3] Group 3: Order Situation in 2022 - The company secured nearly 40GW of orders for laser equipment used in BC cells and approximately 100GW for PERC cells in 2022 [4] - In the fourth quarter, there were over 20GW of orders for TOPCon SE laser doping equipment [4] Group 4: Equipment Development and Innovations - The company is developing new laser equipment for module production, aimed at reducing production temperature and improving conversion efficiency [4] - The laser transfer equipment has achieved a material saving of 30-40% and efficiency improvement of over 0.3% in HJT processes [4] - The company has maintained a reserve of laser technology for perovskite applications, with orders for perovskite process equipment delivered in 2022 [4]