宇邦新材(301266) - 2023年4月27日投资者关系活动记录表

Group 1: Financial Performance - The company achieved a revenue of 2.011 billion RMB in 2022, representing a year-on-year growth of 62.29% [6] - The net profit attributable to the parent company for 2022 was approximately 100 million RMB, with a year-on-year increase of 29.95% [6] - A cash dividend of 1.8 RMB per 10 shares is proposed for the 2022 profit distribution [2] Group 2: Production and Sales - The total sales volume of welding strips in 2022 was approximately 22,400 tons, with interconnection strips accounting for about 75% and busbars for about 25% [4] - In Q1, the sales volume of welding strips increased by approximately 30% year-on-year, with SMBB welding strips seeing a 20% increase [4] - The company expects an increase in shipment volume and good capacity utilization in 2023 compared to 2022 [3] Group 3: Market and Industry Outlook - The global new installed capacity in 2023 is expected to reach 330 GW, with China's new installed capacity projected at 120 GW [3] - The photovoltaic industry is anticipated to experience both scale and quality improvements driven by the "dual carbon" strategy [3] - The company is committed to maintaining its competitive edge through continuous R&D and high-quality product output [7] Group 4: Research and Development - R&D investment increased by approximately 66% in 2022, focusing on enhancing the production process of photovoltaic welding strips [5] - The company is developing new products aligned with industry battery technology trends, including TopCon, HJT, and xBC [5] - The company has established a strong talent pool in the photovoltaic welding strip field, continuously investing in R&D to achieve core technological advancements [5] Group 5: Investor Relations and Corporate Governance - The company is actively enhancing investor relations management through various channels to strengthen communication with investors [6] - A long-term incentive mechanism has been established to attract and retain talent, aligning the interests of shareholders and the core team [6] - The company is responding positively to inquiries regarding its refinancing projects and production capacity expansion [5]