On July 1, Atlas released a record of investor relations activities in June. Qu Xiaohua, chairman of the company, Zhuangyan, president, Xu Xiaoming, secretary of the board of directors, and Zhang Lichen, representative of securities affairs, participated in the reception and responded to questions about the industry situation, company business and technology input.
According to the State Intellectual Property Office on June 27, Jiaxing Atlas Technology Research Institute Co., Ltd. and Suzhou Atlas Sunshine Power Technology Co., Ltd. applied for a patent entitled " HBC Battery and Its Preparation Method " with the application date of December 2023. The publication number is CN120224789a.
Although this process is full of challenges, it has laid the foundation for the long-term healthy development of the photovoltaic industry. Companies in the industry are trying to break through by different means, such as new technologies, new products or overseas superior channels, which need some time to verify the results. Atlas Photovoltaic and Technology Company" has been investing in research and development for many years, and will continue to upgrade and tap the potential of the technology. BC Technologies has launched a pilot development. BC has a power advantage in single-sided applications such as roofs, but has a lower double-sided rate. Different battery technologies have their own characteristics and more suitable application scenarios, and the economy and commercialization process are also different. The company has continuous research and development and layout in various technologies.
3. The annual component business does not target shipments, but still gives priority to profits. The latest annual shipment guidance for 2025 has been adjusted to 25-30GW.
4. In the US market, the company has accelerated the pace of shipment during the period of reciprocal tariff exemption between China and the United States. At the same time, the company is also actively laying out overseas production capacity, and overseas supply chain solutions may become one of the important market competitiveness of enterprises in the future.
5. Developed countries need a lot of energy to support AI computing power, and new terminal application scenarios promote the growth of energy storage demand. The company's energy storage project reserves are growing on a large scale in the United States, Canada, Britain, Chile, Australia and other markets, and the European market has great potential. The adjustment of domestic electricity market policy is conducive to the long-term and high-quality development of energy storage.
6. What is the layout of the company's energy storage products?
From the perspective of shipments, the expected growth rate of the company's energy storage shipments exceeds the expected growth rate of global installed capacity of major institutions, reflecting that the company has built a certain "moat". As an integrator, the company can directly reach end customers, grasp customer needs more accurately, and provide high-quality and efficient long-term services to global customers with the help of localization team. Despite the increasing competition in existing products and markets, the company will continue to do a good job in product development and innovation, and develop new growth points by laying out new application scenarios ahead of time. In addition, by virtue of the experience accumulated in the process of dealing with various geopolitical risks in the past, as well as the experience of overseas manufacturing, the company has made plans and preparations to ensure that the company's energy storage business can maintain a stable development trend in the complex and changeable environment, and continue to consolidate and enhance its competitive position in the market.
浙公网安备33010802003254号