固德威(688390) - 投资者关系活动记录表

Group 1: Financial Performance - The company achieved a total revenue of approximately 5.65 billion yuan in the first three quarters of 2023, representing a year-on-year growth of 93.80% [3] - The registered financing approval was obtained in February 2023, with a validity period of 12 months from the approval date [2] Group 2: Market Challenges - The company faces challenges in overseas markets due to high inventory levels among distributors, which has slowed down the pace of product deliveries [3] - Trade policies and potential trade disputes in key markets like the U.S. could adversely affect the company's overseas business expansion [2] Group 3: Product and Market Strategy - The company plans to continue expanding its product range and actively explore new overseas markets, particularly in the U.S., Brazil, and South Africa [4] - The company’s main products include photovoltaic grid-connected inverters, energy storage products, and household systems, with a power range from 0.7 kW to 350 kW [2] Group 4: Industry Outlook - The company anticipates that the industry inventory reduction will conclude in the first quarter of next year, with demand expected to gradually recover in the fourth quarter of 2023 [3] - The overall photovoltaic industry is expected to maintain a growth trend next year, with new business and product layouts becoming key growth points for the company [4] Group 5: Regional Revenue Insights - Approximately 50-60% of the company's revenue in the first three quarters of 2023 came from Europe, with established warehouses in Germany and the Netherlands [4]