Group 1: Market Overview - In 2022, China's newly installed photovoltaic capacity reached 87.41 GW, a year-on-year increase of 59.3% [2] - The growth in installed capacity has led to increased demand for photovoltaic soldering strips from component customers [2] Group 2: Production Capacity - The company has two production bases located in Suzhou, with a project to produce 13,500 tons of photovoltaic soldering strips gradually coming online [2] - An investment agreement has been signed to establish a new production facility in Anhui, aiming for an annual output of 20,000 tons of photovoltaic soldering strips [2] Group 3: International Expansion - The company is actively exploring overseas market expansion but currently has no plans to establish production bases abroad due to existing domestic capacity expansion plans [3] - The global photovoltaic market is expected to see significant growth, with optimistic projections suggesting new installations could reach 516 GW by 2030 [3] Group 4: Product Demand - MBB soldering strips remain the mainstream demand in the market, while SMBB soldering strips are gradually increasing in demand as Topcon battery technology matures [3] - The demand for SMBB soldering strips is expected to grow as component customers increase their production capacity for Topcon battery modules, but it has not yet reached mainstream product scale [3]
宇邦新材(301266) - 2023年3月15日投资者关系活动记录表