Securities code: Suzhou Maxwell Technologies Co.Ltd(300751) securities abbreviation: Suzhou Maxwell Technologies Co.Ltd(300751) Suzhou Maxwell Technologies Co.Ltd(300751)
2021 annual report online performance briefing
Investor activity record
No.: 2022001
□ specific object research □ analyst meeting
Investor relations activities □ media interviews √ performance briefing
Category □ press conference □ roadshow activity
□ site visit □ teleconference
□ others: (please describe other activities in words)
Name of participant Suzhou Maxwell Technologies Co.Ltd(300751) 2021 annual report online performance presentation will be conducted by means of network remote, facing the names of personnel and all investors
Time: 13:30-15:00, March 11, 2022
Location: Shenzhen Stock Exchange “interactive trading platform” http://irm.cn.info.com.cn. “Cloud interview” column
Moderator: Suzhou Maxwell Technologies Co.Ltd(300751)
Chairman: Zhou Jian
Receptionist and general manager of the company: Wang zhenggen
Name: Board Secretary and chief financial officer: Liu Qiong
Independent director: Feng Yunxiao
Sponsor representative: Cao Fei
Investor relations activity 1 Mr. Zhou, how about the production line data of King Kong? When will the result come out? Main content introduction a: Hello, we can’t disclose the customer data. Please pay attention to the official disclosure of King Kong.
2. The export of your hjt equipment abroad is a particularly long-term thing. I want to know whether there will be a large increase in subsequent foreign orders. A: Hello, the company is trying to expand the overseas market. Thank you 3 The company’s business in the semiconductor and panel industry this year will be greatly improved compared with last year. A: Hello, the company has laid a solid foundation in the chip packaging and display panel industry in the past few years. This year, we will work harder to achieve greater improvement. 4. How much do you expect the cost of hjt whole line equipment to fall to per GW this year and next? A: Hello, this year, due to the rise in commodity prices, the cost of aluminum and steel parts has increased; A large number of standard parts share parts with semiconductor equipment, resulting in rising costs. Therefore, the cost reduction of hjt whole line equipment this year is not optimistic. 5. If the company launches double-sided microcrystals, should the amount of single GW equipment be increased? A: Hello, at present, the company has no specific timetable for launching double-sided microcrystals, so it is only recommended that customers reserve space. 6. The scale of heterojunction was lower than expected last year. Are we waiting for microcrystalline equipment to come out? A: Hello, the order scale of heterojunction increased by 330% to 8.1gw last year compared with 2020. The statistics did not include the expansion of production in Europe, so it basically met the expectation. Thank you. 7. Hello, can you tell me the progress of the project in the annual report of high-speed perc laser slotting equipment project and high-speed se project developed by your company is that the research and development has been completed, whether there has been an order, and what are the characteristics of the technical level of these two projects compared with Wuhan Dr Laser Technology Corp.Ltd(300776) technology? thank you! A: Hello, since we launched laser slotting and Se, there have been orders. We will be committed to the continuous progress of photovoltaic cell equipment technology and provide customers with satisfactory products. 8. When does the company expect the old players to enter the heterojunction? A: Hello, when the cost performance of hjt exceeds that of traditional batteries. Thank you 9 Is the steel sector printing launched by the company competitive? How much competition will be generated by the laser transfer printing launched by another company? A: Hello, the steel sector printing does not need to replace the printing equipment, which also greatly promotes the saving of Cecep Solar Energy Co.Ltd(000591) battery silver paste and efficiency gain, and the technology is more mature and cost-effective. 10. Hello, may I ask if the progress of the project in the annual report of high-speed perc laser slotting equipment project and high-speed se project developed by your company is that the research and development has been completed, whether there has been an order, and what are the characteristics of the technical level of these two projects compared with Wuhan Dr Laser Technology Corp.Ltd(300776) technology? thank you! A: Hello, laser slotting and Se are mainly used for perc photovoltaic cell technology. We will be committed to the continuous progress of photovoltaic cell equipment technology and provide customers with satisfactory products. 11. What is the company’s expected expansion output of heterojunction in the market in 22 years
A: Hello, it is estimated that the overall heterojunction market expansion plan in 2022 will be in the scale of 20 to 30GW.
12. According to the latest version of hjt equipment (microcrystalline process), how much more efficient will it be than TOPCON? Will TOPCON coexist with hjt technology in the future? A: Hello, the battery efficiency of the latest version of hjt microcrystalline process equipment will exceed 25%, thank you. As for whether tocon and hjt will coexist, the market will give the final result. Let’s wait together. Thank you 13 What is the current non silicon cost of the company’s hjt and whether the downstream hjt components are shipped in large quantities a: Hello, at present, the non silicon cost of hjt is still relatively high, but it will decline rapidly this year by means of microcrystalline efficiency improvement, reduction of silver slurry consumption, localization of silver slurry and large-scale production. At present, the downstream hjt components have started batch shipment. 14. When is the cost of heterojunction expected to be equal to that of p-type? A: Hello, as an equipment manufacturer, we can’t give an authoritative conclusion at the specific time point, but we are optimistic that the cost of heterojunction components is equal to that of perc components. Thank you 15 I would like to ask about the company’s current orders, hjt production line orders, screen printing orders and laser cutting, punching and other equipment orders. A: the company’s orders are in good condition. Thank you for your attention. 16. What are the hjt order forecast and installed capacity forecast this year? A: the order of hjt whole line equipment this year is relatively optimistic. Thank you. 17. How is the smbb developed by your company? A: Hello, our company has not developed smbb equipment. It is reported that the research and development of smbb equipment is progressing normally. 18. Mr. Zhou, Hello! How about the new orders of hjt whole line equipment in 2022?
A: Hello, the order of hjt whole line equipment this year is relatively optimistic. Thank you. 19. Hello, Secretary of the board of directors. At the end of last year, your company said that there would be very popular news in the first quarter of this year. Now there are only 20 days left in the first quarter. As a long-term shareholder of the company, I would like to know what breakthrough technological progress is? Or a new cost reduction technology? I hope the company will reply.
A: Hello, all external information will be disclosed in accordance with the relevant provisions of the CSRC and the exchange. 20. What is the company’s view on the development of the industry in 2022? A: Hello, I am optimistic about the development of the industry in 2022. Thank you 21 Hello, Mr. Zhou, I’m a small person, but I have a heavy position Suzhou Maxwell Technologies Co.Ltd(300751) . I want to know the fundamentals of the company in the near future. Please tell me about the recent progress of hjt technology and whether the recent production of the company operates at full capacity? How is the order? thank you! A: Hello, the company’s hjt orders were very good last year and the market share is also very high. This year’s hjt orders will be better. Hjt technology is expected to become the next generation mainstream Cecep Solar Energy Co.Ltd(000591) battery technology. The company’s recent production load is relatively full. 22. How is the progress of heterojunction silver paste silver clad copper! Thank you. A: Hello, we have learned from the client that the domestic silver slurry is progressing smoothly and has been imported in batch at the client. Silver coated copper slurry is also seen advancing. 23. Hello, do you have a time target for your company to achieve the technology that hjt will increase efficiency, such as bancassurance copper, domestic silver award, smbb, microcrystalline and so on? How are these technologies progressing now? thank you! A: Hello, at present, the domestic silver paste is progressing smoothly and has been imported in batch at the client. Silver clad copper, microcrystals and new components are advancing as planned. 24. How is the company’s performance this year, how is the future planned and what is the direction?
A: in 2021, the company realized an operating revenue of 3095391200 yuan, an increase of 35.44% year-on-year; The company realized a net profit attributable to shareholders of listed companies of 6428022 million yuan, an increase of 62.97% over the same period last year. In the future, the company will still rely on the technology research and development of printing, laser and vacuum, aim at the markets of photovoltaic equipment, display panel core equipment and semiconductor packaging core equipment, and form a multi-level and three-dimensional business layout. 25. How is the construction progress of the new plant? Has it started? A: Hello, the phase I construction of the new plant has obtained the construction permit, and the construction unit has entered the site for construction.
26. Hello, I’d like to ask about the order status of your company’s hjt (last year, this year and the next few years), whether it can match the actual order quantity at this stage, and whether Longji and other large manufacturers have plans to develop hjt. Thank you
A: Hello, hjt’s orders were very good last year and its market share was also very high. Hjt’s orders will be better this year. At this stage, the production capacity is relatively tight. We will accelerate the construction of fixed increase projects to meet the needs of customers as much as possible. Each major factory has its own hjt development plan. It would be better if you asked them. thank you
Annex list none
Date: March 11, 2022
