Group 1: Company Development and Market Strategy - The company aims to enhance its photovoltaic welding strip production capacity to meet the growing demand in the photovoltaic industry, focusing on high-quality, high-value-added, and high-tech products [1][2] - Collaboration with domestic and international universities and component customers will be intensified to boost research and development in new materials, thereby expanding business areas and achieving integrated development [2] Group 2: Raw Material Impact and Financial Performance - Copper and tin alloy, which constitute approximately 90% of the company's operating costs, have seen a decline in prices, positively impacting the company's gross margin as material costs are expected to decrease [2] - In Q1 2023, the company experienced a favorable shift in the impact of material costs on gross margin due to the drop in raw material prices [2] Group 3: Sales and Market Growth - In 2022, the company sold over 22,000 tons of photovoltaic welding strips, while the global photovoltaic installed capacity reached 230 GW, marking a 35.3% year-on-year increase [2] - The company anticipates continued rapid growth in global photovoltaic installations driven by declining costs and favorable market conditions [2] Group 4: Product Innovation and Competitive Advantage - The introduction of SMBB products is expected to enhance product value, with SMBB welding strips likely becoming the mainstream interconnection type for N-type TOPCon battery components [3] - The company plans to leverage opportunities from downstream component technology upgrades to improve product competitiveness and boost gross margin levels [3]
宇邦新材(301266) - 2023年6月2日投资者关系活动记录表