DKEM(300842)2024-11-27 09:55Group 1: Sales and Production Forecast - The company expects a total shipment volume of 2000-2500 tons for the year 2024, with a projected sales volume of 1,581.16 tons in Q1 2024, representing a year-on-year increase of 41.40% [2] - Of the total sales, 1,386.40 tons (87.66%) are attributed to N-type TOPCon battery silver paste products, maintaining the company's leading position in the industry [2] Group 2: Product Development and Market Position - The company has been supplying BC battery silver paste since 2020 and is recognized as the first domestic supplier of BC battery paste, with ongoing investments in R&D and market expansion [2][3] - The company is a major supplier for mass production of BC batteries and is actively developing potential customers, contributing positively to future performance [3] Group 3: Research and Development in Copper and Silver Paste - The company is focusing on low-silver technologies, including copper paste, and has established partnerships with leading industry players to develop copper paste technology [3] - The company has achieved large-scale production of silver-coated copper paste with 50% silver content and is advancing lower silver content technologies [3] Group 4: Impact of New Technologies on Profitability - The company has made technological reserves for innovations in the photovoltaic industry, which are expected to enhance the profitability of silver paste products through the introduction of new technologies [3]