Digital building materials DataBM. Com February 14 news, Amadon yesterday issued a record of investor relations activities, the company in February 10, 2023 to accept six institutional units survey, institutional types for other, fund companies, securities companies. Introduction to the main contents of
investor relations activities:
I. Brief introduction of the Company's recent production and operation by the secretary to the board of directors In recent years, the domestic and foreign PV market demand continued to improve, as well as the stable supply of original glass in Fengyang Silicon Valley, the Company's PV glass shipments in 2022 increased significantly year-on-year. At the same time, the continuous improvement of the productivity efficiency and yield of the deep processing line of Anhui Branch further reduces the processing cost, which has a positive impact on the company's operating performance. Since 2018,
the company has been laying out in the field of electronic display, and has achieved certain results after years of technology research and development and market promotion. The company will continue to strengthen the development of new products and market promotion, and strive to increase new profit growth points for the company as soon as possible.
In the form of questions and answers, the secretary of the board of directors is responsible for answering:
Q: The company's photovoltaic glass shipments in 2022 and the related product structure?
Answer: The company's PV glass shipments in 2022 doubled compared with the same period last year, and the product structure also follows the company's differentiated positioning, mainly with ≤ 2.0mm thin glass.
Ask: As a mass production enterprise of 1.6mm glass in the industry, what is the competitive advantage of the company?
Answer: Regardless of the kiln end or the deep processing end, the company has always been positioned in the field of thin glass, forming a differentiated competition pattern with competitors. First of all, the kiln in Fengyang Silicon Valley is tailored for thin glass in terms of design, construction and selection of core equipment, taking full account of the company's future development trend in the field of thin glass.
In fact, as the first enterprise in China to use physical tempering technology to produce ultra-thin physical tempered glass on a large scale, Amadon Company has successfully developed lightweight and efficient 1.6 mm glass by using its own experience in the field of deep processing for more than ten years, thus providing a new product with higher cost performance for the industry. Continuously consolidate the core competitiveness of the company.
Ask: What are the reasons for the termination of the company's acquisition of Fengyang Silicon Valley Asset Project and the subsequent arrangements?
Answer: In view of the long duration of this transaction, the impact of objective factors such as the conflict between Russia and Ukraine and the acceleration of inflation on the industry and market in which the target company is located, the pressure of rising costs on raw materials and fuels, and the risk of uncertainty in continuing to promote this transaction, in order to effectively safeguard the interests of the company and all shareholders. In December 2022, the company decided to terminate the major asset reorganization. The integration of photovoltaic glass industry chain is the goal of the company from beginning to end, so the company will restart the transaction as soon as possible, taking into account the changes in the external environment, the company's strategic planning, valuation adjustment and other factors.
Ask: The company has been laying out photoelectric display glass products for many years. How does the company consider it? Development plan for 2023?
Answer: The company's layout in the field of optoelectronic display is based on the company's technical advantages in thin glass physics, chemical tempering technology, precision deep processing technology and coating technology, and is also an extension of the company's technology and industry in areas other than photovoltaic, so as to avoid the operational risks brought by a single product. In
2023, the company will strengthen the marketing of existing electronic glass products on the basis of consolidating existing customers. At the same time, we will understand and grasp the latest industry trends and customer needs through multiple channels and dimensions, and successively launch a series of new products to introduce customers'new product development to meet customers' diversified product needs, so as to further enhance the company's core competitiveness in the field of optoelectronic display.
Q: Does the company have relevant technical reserves for the current hot perovskite solar cell technology?
Answer: As a new type of solar cell technology, perovskite cell technology has great advantages in cell conversion efficiency. The company has been paying attention to the development of this technology and has relevant cooperation with fiber optoelectronics. At present, the company is constantly reserving and improving relevant technology and experience, which can be quickly introduced after the industrialization of this technology.
Changzhou Amadon Co., Ltd. is a company mainly engaged in the research and development of photovoltaic glass coating technology and the production and sales of photovoltaic coated glass. Its main products include solar glass, solar modules, power sales, electronic glass and display devices.
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