Group 1: Investor Relations Activities - The investor relations activities were conducted from November 11, 2024, to November 21, 2024, via Tencent Meeting and company conference room [1] - Participants included representatives from various funds and securities companies, such as Minsheng Jianyin, Yinhua Fund, and Huaxia Fund [1] Group 2: Product Developments - The company offers two types of solder strips for BC battery solar photovoltaic modules: conventional solder strips and a new multi-layer composite solder strip aimed at optimizing costs for high-efficiency components [2] - The multi-layer composite solder strip has higher technical barriers in material structure and process control, enhancing its competitive advantage [2] Group 3: Technological Trends - With the development of N-type TOPCon solar cell technology, the company’s solder products are trending towards finer wire diameters, with the mainstream diameter decreasing from 0.29mm to 0.24mm [2] - For HJT battery components, the company utilizes low-temperature solder strips, which require adjustments in solder formulations to match with other low-temperature materials [2]
宇邦新材(301266) - 2024年11月22日投资者关系活动记录表