Securities code: 600477 securities abbreviation: Hangxiao Steel Structure Co.Ltd(600477) No.: 2021-018 Hangxiao Steel Structure Co.Ltd(600477) record of investor relations activities
Investor relations ☐ specific object research ☐ analyst meeting
Activity category ☐ media interview ☐ performance presentation meeting
☐ press conference ☐ Roadshow
☐ site visit ☒ telephone survey
☐ others
Researcher unit / individual Tianfeng Securities Co.Ltd(601162) , Yinye investment, Gaoyi assets, Yaozhi, Jinglin, Minsheng plus bank fund
Shanghai standard park investment, Shanghai Qishi assets, CCB fund, GF fund, CAITONG asset management
Wt asset, Micang capital, Runhui investment
Survey time: 16:30 – 18:00 PM, December 13, 2021
Research location teleconference
Song Beibei, vice president and Secretary of the board of directors of a listed company
Investor relations activity 1. Song Beibei, vice president and Secretary of the board of directors of the company, introduced the medium and long-term development plan of the company
The main content is to introduce the plan and exchange views and ideas on the future development of the company.
2、 Communication between both parties.
1. If we cut into the BIPV track from the perspective of steel structure architecture, Hangxiao and hete are not
Can it be similar to the cooperation between bilongji and cent?
A: the combination of traditional buildings and current photovoltaic technology is an inevitable trend in the future
From one point of view, we belong to “the same goal by different paths”. This is the whole industry of photovoltaic industry
The chain layout is determined by the inevitable law of industrial development.
Upstream of BIPV are manufacturers of batteries, silicon materials, silicon wafers, components, etc. on the whole,
At present, the BIPV cell module technology has been relatively mature, and the upstream competition has been relatively fierce, with few
The number leader has a high market share and strong pricing power in the supply chain
Base shares are representatives of China, including Tesla and other foreign mainstream battery manufacturers
It has cut into the midstream integration business and expanded and laid out to the midstream application scenario end.
From the perspective of product form and market positioning, although they are the combination of architecture and photovoltaic, each
Different from home, Longji’s idea is more inclined to adapt to the architectural scene from photovoltaic products
In terms of installation, photovoltaic modules are still carried on the roof of the building; And we build green
Starting from the integrated service provider of Zhujiang, we take the technical route of photovoltaic building materials and our products
The first is building materials, whether curtain wall tiles or floor tiles, which first meet the requirements of building materials
Class wind proof, compression and fire-proof building materials have their own performance requirements, and have excellent photoelectric conversion
Efficiency, not only has investment significance, but also has building application value. It is the comparison between photovoltaic and building
Perfect fusion.
2. What are the plans for the new production line layout of hete Optoelectronics in the future?
A: at present, our phase I production line is used for BIPV module products, and the annual capacity scale is
1 million square meters; We plan to have full production in the first production line, market demand and feedback
When the situation is more positive, consider investment and layout, special advantageous technologies and process supporting facilities
The new production line includes the production of high-efficiency Cecep Solar Energy Co.Ltd(000591) batteries and composite materials with perovskite heterojunction stacks
Special patented production of color coating materials and front plate materials of flexible components.
Under the condition that phase I production line helps hete open the basic market, phase II and phase III Production
The line layout will consider to grab the track with leading technology and the unique advantages of hete. At the same time, the industrial chain
The extended layout can also make the product have greater cost reduction space.
Securities code: 600477 securities abbreviation: Hangxiao Steel Structure Co.Ltd(600477) No.: 2021-018
3. About hete’s battery production line, you can tell us in detail what kind of battery it is
Type and specific technology?
A: when the conditions are ripe, we intend to invest in the new heterojunction and perovskite lamination
The battery production line is hete’s own R & D technology. At present, heterojunction batteries are conversion efficiency
There are also many enterprises in the industry to set foot in and layout this area, but there are many enterprises in the industry
Several enterprises are still in the R & D stage and have not reached the application period of industrialization achievements. Hete since 2001
He began to do the technical research and development of heterojunction battery, and made great breakthroughs in technology,
Applied for patents related to heterojunction and perovskite laminated battery technology. Compare with current peers
At the beginning of the laboratory stage, hete has basically completed the process of moving from the laboratory to the market
Process, with the technical conditions for product production, the production line can directly enter the product production after production
Production and promotion. However, at this stage, hete mainly intends to do a good job in application products,
Ensure that the product is compatible with all kinds of batteries on the market (such as perc battery, heterojunction, thin film)
Battery, etc.), and can be customized according to customer needs. It can be done well in application products, and the cost can be reduced
After that, the high-efficiency laminated battery production line will be considered according to the market situation.
4. Is there any price comparison data between ordinary curtain wall and hete photovoltaic curtain wall?
A: the price of ordinary curtain walls (including engineering) used in general buildings is about 500-600
Yuan / m2. Hete’s color curtain wall (including engineering) is about 1000 yuan / m2, except of course
The cost of building materials is reduced, the power generation efficiency of photovoltaic products is increased, and long-term benefits can be obtained in the future
profit. The further clarification of the 3060 policy fell to the ground in the marketization of electricity price
Under the price trend, the market demand for buildings to use photovoltaic curtain walls will continue at some time
Point burst. From this point of view, hete’s photovoltaic curtain wall compares with peer products, regardless of
It has comparative advantages in terms of cost, appearance and power generation efficiency.
5. How does hete color curtain wall product do in terms of light transmission performance and photoelectric conversion efficiency
To balance? Is the thin-film battery on the market a better photovoltaic curtain wall technology at present
Scheme?
A: the general power generation curtain wall is opaque if it wants to generate a large amount of power; To be transparent
If the light is good, the power generation will be much less and the cost performance will decline. Current thin on the market
In essence, membrane battery uses laser to polish off the membrane material of the part that needs light transmission (transparent)
This part of light can’t generate electricity, which makes it produce a perspective similar to screen window
Feel. But in fact, the visual experience of the application may not be very good (if you stare at the curtain wall, there will be
Dizziness), and the photoelectric conversion efficiency is relatively low. Although bihet’s curtain wall
Cheaper, but at the same cost, its investment return cycle is similar to that of special products
Yes, longer. Hete’s power generation curtain wall uses high-efficiency crystalline silicon batteries, focusing on color
If the curtain wall is hung on the facade that does not need light transmission, the arrangement density of battery modules will be increased
In the part that needs light transmission, we can make thin strip light transmission components (meat)
The eye appearance is similar to the effect of shutters), or the components can not be installed on the doors and windows at all
Decoration, give priority to meeting the livable feeling of architectural space.
6. As for the company’s main business, the current capacity of the company’s steel structure and the future
Securities code: 600477 securities abbreviation: Hangxiao Steel Structure Co.Ltd(600477) No.: 2021-018
Can you give us an introduction to the capacity planning of?
A: at present, the company’s own production capacity is about one million tons, and the overall market demand this year is higher than that of the previous year
Relatively saturated, and under the collaborative manufacturing management system independently developed by the company,
According to the statistical results, the capacity utilization rate this year is about 70%, which can be compared with previous years
It has been significantly improved. According to the company’s strategic plan, 1-2 new ones will be considered next year
A production base is expected to increase the production capacity of about 300000-400000 tons.
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