On December 26, Tongwei shares answered and interacted on the interactive platform for investors.
In response to the question about whether the company can grasp the layout of controllable nuclear fusion, Tongwei said that the company focused on the two main industries of green agriculture and green energy. In agriculture, the company focused on the specialization and large-scale development of feed business, with an annual feed production capacity of more than 10 million tons. Its production and sales network covers most parts of the country and Southeast Asian countries such as Vietnam, Bangladesh and Indonesia, and it is a leading aquatic feed enterprise and an important livestock and poultry feed production enterprise in the world. On the photovoltaic side, the company has formed more than 420000 tons of high-purity silicon production capacity, 90 GW solar cell production capacity and 63 GW module production capacity , leading the world in product cost, quality and efficiency. It is an important participant and promoter in the global photovoltaic industry . Looking forward to the future, the company will continue to focus on the two major industries and continue to promote the long-term strategic goal of "world-class safe food suppliers and world-class clean energy operators". Investors
also asked Tongwei about the advantages and disadvantages of silicon materials and granular silicon, as well as their production costs and market prospects. Tongwei replied that the company is the world's leading enterprise of high-purity crystalline silicon, with a current production capacity of more than 420,000 tons and a global market share of more than 26% in 2022. The company has always attached great importance to the production technology of silicon materials, including granular silicon technology. At present, the improved Siemens method is mainly used in the production field of high-purity crystalline silicon in the photovoltaic industry. This method has been operated for a long time, and the market is mature and stable. It has the characteristics of stable product quality, high production efficiency, high device stability and high operation safety. It can give consideration to both product quality and production cost, and ensure the continuity of production. Based on the company's years of investment in technology research and development and production management experience in the field of polysilicon, and based on the improvement of Siemens method, the company has explored and refined a unique "Yongxiang method" production process, which has been iterated to the eighth generation to help the company further reduce the consumption index of polysilicon production and improve product quality. At present, the company's high-purity silicon products are in the leading position in the industry in terms of silicon consumption, power consumption, steam consumption and other core consumption indicators, and the product quality indicators have reached the national standard of electronic grade polysilicon GB/T12963-2022. It has become the main supplier of N-type materials and has been highly recognized by downstream customers. Based on the company's significant competitive advantages in the field of high-purity silicon, a number of leading companies in the industry, including Longji, Trina Solar and Jingke Energy, have signed long-term purchase agreements with the company for high-purity silicon projects, thus forming a mutually beneficial and win-win friendly partnership. With the continuous development of N-type technology in the photovoltaic industry, higher quality requirements are put forward for silicon products, and the company's deep technology and production management advantages accumulated in the high-purity silicon sector over the years will become increasingly prominent.
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