On July 2, Tongwei issued a record of investor activities. Yan Ke, Secretary of the board of directors of the company, and Zhong Qiushi, manager of investor relations, participated in the reception and responded to the company's technology, capacity scheduling, project resumption and other issues.
First of all, for the July production scheduling plan, Tongwei shares said that combined with the industry demand rhythm to adjust in stages, it is expected that the production will decline annually.
"Despite short-term demand fluctuations, bidding for some centralized projects was delayed in the first half of the year, and related orders are expected to be gradually released in the second half of the year, underpinning domestic demand for installed capacity." Tongwei shares said, "Throughout the year, under the background of continuous policy promotion of energy transformation, domestic Tongwei shares revealed that the southwest region has gradually entered a wet season, and the technical renovation and overhaul work of Sichuan Energy Science and Technology Project (120000 tons) has been successfully completed. Considering all aspects of resource conditions and production capacity advantages, after comprehensive evaluation, the company orderly promoted the resumption of production of energy technology companies in mid-May, and has now fully reached the production standards. By the end of June, the company's comprehensive operating rate was about 50% . In terms of technology, for the competition between N-type technologies, Tongwei believes that "TOPCon, HJT and BC are not complete substitutes, but complementary solutions for different application scenarios." The company said that at present, TOPCon will still occupy the mainstream position in the next 2-3 years at least, and BC products are now more focused on the high-end distributed market. Tongwei shares disclosed that it now has 300 MW TBC pilot line, and continues to promote the development and pilot verification of the technology route. At the same time, the company has also reserved base metal application programs to open up a path for subsequent cost reduction and efficiency enhancement programs. In 2024, the sales volume of Tongwei's components reached 45. As of June this year, Tongwei's component shipments have also accumulated 100GW. Talking about the target of module shipment in 2025, Tongwei said: At present, the photovoltaic industry is still in the stage of deep adjustment, and the market price is relatively low. The overall sales strategy of the company's components in 2025 will not deliberately pursue market share , but further focus on the quality of development while consolidating the top five basic global markets. By sinking overseas marketing channels, strengthening local customer service capabilities, and TNC 2. " At the same time, Tongwei shares also said that according to the business development plan, the company has no new capacity in all sectors this year.". The original text is as follows: 1. How much room does the company have to improve the efficiency of TNC 2.0 technology? 0 Capacity? In terms of capacity transformation, the company has officially released TNC 2.2 . How to view the competition between BC technology and TOPCon and HJT technology? Does the company have the layout of BC technology at present? At present, with mature industrial ecology, mass production technology and continuous cost reduction potential, TOPCon will still occupy the mainstream position in the next 2-3 years at least, while BC products are more focused on the high-end distributed market by virtue of its beautiful appearance and other characteristics. While maintaining the leading technology of TOPCon, the company will continue to increase the research and development of new technologies such as HJT and BC, meet the diversified market demand through the parallel strategy of multi-technology routes, and maximize the comprehensive competitiveness of products. The company has been in the field of BC technology for many years. At present, it has a 300 MW TBC pilot line, and continues to promote the development and pilot verification of this technology route. At present, the company's TBC products have obtained TUV Rhine certification, with shipment qualification, pilot line 210R-66 version batch power reached 660 W, in the first echelon of the industry. In addition, BC, as a general term for back cross battery structure, has the feasibility of combining with a variety of technologies. In addition to the combination of TOPCon and BC, the company is also actively exploring the feasibility of other BC technology routes, and has reserved base metal application schemes to open up a path for subsequent cost reduction and efficiency enhancement schemes. 3. What is the target and marketing strategy of the company's component shipment this year? However, at present, the photovoltaic industry is still in the stage of deep adjustment, the market price is relatively low, and the overall sales strategy of the company's components in 2025 will not deliberately pursue the market share while consolidating the top five basic plates in the world, but further focus on the quality of development, through sinking overseas marketing channels, strengthen the ability of localized customer service, and promote the company. As well as TNC 2.4 , the company's component scheduling trend changes in July, how to view the domestic installed demand in the second half of the year? Despite short-term demand fluctuations, bidding for some centralized projects was delayed in the first half of the year, and related orders are expected to be gradually released in the second half of the year, underpinning domestic demand for installed capacity. Throughout the year, under the background of continuous policy promotion of energy transformation, the new installed capacity of domestic photovoltaic is expected to maintain a year-on-year growth trend. The company will also flexibly adjust the component operating rate based on the principle of optimal production configuration, taking into account various factors such as market demand, its own orders and industrial chain synergy. 5. Will the Leshan Project of the Company be resumed? In addition, as of the end of June, the start-up of the polysilicon sector and the subsequent production scheduling plan? By the end of June, the company's comprehensive operating rate was about 50%. The company's polysilicon production configuration arrangement in the later period will focus on cost factors, team stability, market environment and other comprehensive factors to scientifically allocate the production capacity of each base, dynamically adjust the start-up situation, and continue to operate around the principle of orderly production control throughout the year. 6. What is the company's current production capacity of industrial silicon, polysilicon, solar cells and modules? Will there be new capacity this year? According to the company's business development plan, there is no new capacity in all aspects of the company this year. 
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