Group 1: Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of polyester films, catering to differentiated customer needs [1] - The company specializes in various specifications and models of polyester film products, including colored optical base films, transparent films, and other functional films [1] - The core business philosophy is centered on "differentiation and functionality," with plans to expand product series and application fields [1] Group 2: Production Capacity and Future Plans - The company has a planned production capacity of 73,000 tons, with 35,000 tons funded by self-raised capital and 38,000 tons from fundraising projects, expected to gradually come online in 2023 [2] - Future product structure adjustments will focus on expanding into functional films such as window films, flame-retardant films, and solar backsheet films to enhance overall product value [2] Group 3: Raw Materials and Technology - Main raw materials include polyester chips and functional masterbatches, with some materials being custom-developed by the company [2] - The company has conducted small-batch trial production of optical base films and has sent samples to potential customers for testing [2] Group 4: Industry Context - The rise of photovoltaic backsheet films is driven by the significant increase in demand for renewable energy due to carbon neutrality goals, with solar energy being a crucial component [2] - The trend in photovoltaic components is moving towards lightweight designs, necessitating backsheet films that are weather-resistant and hydrolysis-resistant to meet market demands [2]
和顺科技(301237) - 2022年7月14日和顺科技投资者关系活动记录表