Securities code: Suzhou Maxwell Technologies Co.Ltd(300751) securities abbreviation: Suzhou Maxwell Technologies Co.Ltd(300751) Suzhou Maxwell Technologies Co.Ltd(300751)
Record of investor relations activities
No.: 2022002
Investor relations activities \uf0a3 specific object research □ analyst meeting
Category □ media interview \uf0a3 performance briefing
□ press conference □ Roadshow
□ site visit
□ others (teleconference)
Names of participating units and personnel: Aberdeen standard investment, anglepoint asset management, artisan partners, Barings, Causeway capital, cppib, Doric capital, dragonstone, Fenghe fund management, Grand Alliance, hel ved, LMR partners, Manulife, millennium, Morgan Stanley Norges bank investment, NSR, pinpoint, pleead investment, point 72, polymer capital, power Pacific, rays capital, rpower, t Rowe price, Tokio marine, trivestadvisors, UBS asset management, UG, Wellington management, WT capital, Y2 capital, Allianz investment Anxin fund, Anxin securities, Anxin self operated, aolu capital, Centennial insurance asset management, Baoying fund, Baoyin investment, Beijing Gaoxin Bainuo investment, Beijing Hanhe Hanhua capital, Beijing Hongdao investment, Beijing Huagao Yongli assets, Beijing Qingtian puriming investment, Beijing Yutian capital, Beijing Zhenke, BlackRock, Biyun capital Binyuan capital, Bodao fund, Boshi fund, Boyi assets, Boyu capital, Boyuan fund, Bohai Huijin, Caida Securities Co.Ltd(600906) proprietary department, CAITONG asset management, CAITONG proprietary, Caixin securities, Chenxiang investment, Chengquan capital, Chenyun investment, ChuangJin Hexin, Chunhou fund, leisurely investment, Dacheng Fund, Dahe securities, Dahe Zhuyin Everyone assets, Damo Huaxin Fund, Dapu assets, Danyi investment, Temasek, Danshui spring, Debang fund, Debang securities, Delin Zhongfu investment, Deshao investment, Deyi assets, First Capital Securities Co.Ltd(002797) securities, Dingtian investment, dingsa assets, Dingtai Sifang, northeast self operated, Dongfanghong, Dongfang fund, Dongfang asset management, Donghai fund, Donghai asset management, Donghai self operated Soochow Fund, Soochow Securities Co.Ltd(601555) , Soochow self operated, Dongxing fund, Dongying asset management, Dongying investment, Dunhe assets, founder Fubang, Fenghe investment, Fengjing investment, Fengpei investment, Fuhua investment letter, Fusheng investment, Fosun Group, fuanda fund, Fuguo fund, Franklin, Fulong investment, Fuzhi investment, Gaia capital, Gaoyi assets, Gefei assets, Genxi assets ICBC AXA asset management, ICBC international assets, ICBC wealth management, ICBC Credit Suisse, Guanfu investment, Everbright Prudential fund, Everbright trust, Everbright Yongming, Everbright Securities Company Limited(601788) , Everbright asset management, Everbright proprietary, GF fund, Gf Securities Co.Ltd(000776) , Guangzhou feiyunding investment, Guangzhou Xingzhong investment, Guohai Franklin, Sealand Securities Co.Ltd(000750) , Guohai asset management, Guohai proprietary, Guohua life The fund of the national fund, Sinolink Securities Co.Ltd(600109) , green investment, fruit capital Haichen investment, Haifutong fund, Haitong asset management, Hanhe capital, Hantan investment, Hanchuan investment, Hanlun investment, Hanya investment, Hangyin wealth management, Hangzhou Runzhou investment, hechuang Youliang, hexu Zhiyuan, Hezhong assets, hehe Huiyi, Heqing capital, Heduo capital, heteng assets, Hexi investment, Hang Seng Qianhai, Hengzhi investment, Hengyue fund, Hongshang assets Hongyi investment, Honghua investment, red cat assets, Hongta Securities Co.Ltd(601236) , red earth innovation fund, Hongcheng investment, Hong Dekiki, Hongyi investment, Hongdao investment, Hongfeng assets, Honghui asset, Hongzhu asset, thick new investment, Huaan fund, Huaan capital management, Huaan self run, Hua Baoji gold, Huachang self run, Huarong fund, Hua Runyuan great fund, Huashang investment, Hua Taibai Rui, Huatai Insurance asset management, Huatai Baoxing, Huatai Securities Co.Ltd(601688) , Huatai asset management, Huaxi machinery, Huaxi fund, Huaxia wealth innovation, Huaxia Fund, Huaxia jiuying assets, Bank of China fund, huirui capital, huitianfu, Huili fund, Huisheng fund, Huitong fund, chaotic assets, Jisheng investment, Harvest Fund, construction investment management, CCB fund, CCB wealth management, CCB trust Jianshun investment, Jiangsu Ruihua, Jiangwei Great Wall wealth, BOCOM Schroeder, Jinjian investment, Jinli Ping'an pension, Jinnian investment, Jinshan capital, Jinshan UBS Securities, Jinying fund, Jinyou Chuangzhi, Jinyuan Shun'an, evolutionary assets, Jinjiang Heming asset management, jinghuashan international investment, Jinglin assets, Jingshun Great Wall, Jingheng investment, Jiufang intelligent investment, jiuying capital Juzheng asset management, Juzi investment, juming investment, JUNHE capital, Kaidu investment, Kaisheng capital, kangmand capital, Kunyi investment, Kunyuan Zhongjia fund, LANTENG capital, fun investment, Lerui assets, Leshan Guorong fund, Reagan assets, Licheng assets, Levi investment, strategy making fund, Federal Reserve Fund, Lingren investment, Lingze assets, lingjiu fund, BOCOM Schroeder Lubao investment, lubomai, green development fund, Bank of America Securities, Miyuan investment, MIGA fund, Minsheng Jiayin, Minsheng Tonghui, Minsheng securities, Mingyu assets, Minghe investment, Ming Yang Smart Energy Group Limited(601615) , Nanfang fund, Nanhua fund, Nanjing self operated, Bank Of Ningbo Co.Ltd(002142) financial management, Agricultural Bank of China Huili, noan fund, Owen Guishao investment, panhou capital, PanYao assets Panze assets, Penghua Fund, Pengyang fund, Ping An Dahua, Ping An fund, Ping An pension, Ping An Securities, Ping an asset management, Puyin AXA, Qianhe capital, Millennium fund, Qianhai open source fund, Qinmu assets, Qingli investment, qinghequan, Qiusheng assets, Quanshang investment, Jiali assets, Qunyi securities, PICC Life Insurance, PICC assets, life assets Japan first Life Insurance Co., Ltd., RONGTONG fund, RONGTONG investment, Ruihua investment, Ruiting assets, Credit Suisse investment, UBS Securities, Ruijun assets, Ruiyuan fund, Runhui investment, Samsung assets, Samsung asset management, Shandong railway development fund, Shanshi fund, Shanxi Securities Co.Ltd(002500) , Shanzheng asset management, Shanghai recursive private equity fund, Shanghai Guosheng capital, Shanghai JINEN investment Shanghai Jingxi assets, Shanghai Qushi assets, Shanghai life insurance, Shanghai Shangjin investment, Shanghai five places investment, Shanghai Xiangpu, Shanghai Trust, Shanghai yijinghui assets, Shanghai Yingong assets, Shanghai Investment Morgan, Shanghai Bank fund, Shenwan Hongyuan Group Co.Ltd(000166) , Shen wanlingxin, Shenwu assets, Shenzhen minsen investment, Shenzhen Shengsong fund, Shenzhen Century Zhiyuan fund, Shenzhen Shanshu assets Shenzhen Shiji Zhiyuan capital, Shenzhen Zhongou Ruibo investment, Shenzhi assets, life assets, Shengying investment, Shicheng investment, private fund, Tuopu fund, Taiwan Qunyi investment trust, Taibao assets, Taiping asset management, Taiping fund, The Pacific Securities Co.Ltd(601099) insurance, The Pacific Securities Co.Ltd(601099) securities, The Pacific Securities Co.Ltd(601099) securities asset management, Taiping pension, Taiping assets, Taida Hongli, Taikang, Taikang Hong Kong Taikang asset management, Taixin fund, Taimin assets, Taizhi assets, Tangrong investment, Taoguan investment, tiananma investment, Tianchong capital, Tianfeng machinery, Tianfeng Securities Co.Ltd(601162) , Tianhong fund, Tianzhi fund, Tiancheng assets, Tongmin investment, Tongyuan investment, Tongyuan assets, Tongxiao investment, safe, foreign trade trust, Wang Bin Shifeng assets, wangzheng assets, Wellington fund Future asset securities, Wukong investment, Western Dianxin, Western self operation, Xitai investment, Xiwa investment, cactus assets, Xiangju capital, Xiangsheng assets, Hong Kong Shouzheng fund, Xiangyuan capital, Xiangchu assets, Xie Nuo Chenyang private placement, new Korea BNP, Xinhua assets, new vitality capital, xinfuyue, Xinyuan fund, Cinda Aoyin fund, Xingquan fund, Xingye fund China Industrial Securities Co.Ltd(601377) , Societe Generale self operated, xingyin fund, xingyin wealth management, Xingyuan investment, Xingzheng global, XuSong investment, Xuanbu investment, Xunbao investment, rational assets, Nomura assets, Yiluo investment, 19 assets, yifangda, Yimi fund, Yihui investment, Yimin fund, Galaxy fund, Galaxy self operated, Yinhua Fund, Yinshi investment, Yinye investment, Yingda self operated
Yingfeng capital, Yong'an Guofu, YONGYING fund, Yongjin investment, youyizeng investment, AIA, Yuyi assets, Yuhe assets, Yude investment, Yuhui capital, Yuanda investment letter, pebble investment, Yuanfeng fund, yuanlesheng assets, hiseas assets, Yunxi investment, Zezheng fund, Zhangyang Gaoyi assets, Great Wall Fund Changjian investment, Changjiang pension, Changjiang Securities Company Limited(000783) , Changqing foundation, Changsheng fund, Changxin fund, China Merchants Fund, China Merchants CIGNA, China Merchants self operation, China Merchants Research Institute, China Merchants Securities self operation, Zhaowan assets, Zhejiang Pugui assets, Zhejiang Merchants Fund, Zheshang Securities Co.Ltd(601878) , Zhejiang merchants self operation, Zhenke fund, Zhenyuan investment, Zhishun investment Zhonggeng fund, Zhonghe life insurance, China Insurance, zhongjitong capital, China Canada Fund, China International Capital Corporation Limited(601995) , CICC asset management, China Europe Fund, Zhongrong Huixin, Zhongrong fund, Zhongtai Securities Co.Ltd(600918) , Zhongtian Guofu, CITIC Prudential fund, CITIC Prudential Asset Management, China Securities Co.Ltd(601066) , China Securities Co.Ltd(601066) securities, Citic Securities Company Limited(600030) , CITIC Capital, CITIC asset management ZTE Hanguang private equity fund, Zhongyi assets, BOC fund, BOC Samsung life, BOC securities, BOC asset management, China Post Fund, Zhong'an insurance asset management, Zhuque fund, Jurassic assets, Pearl River Investment, stream by stream assets, zhuoshang investment, capital group, Zige investment There are 794 personnel in Palm Bay Investment and other institutions.
Time: 15:30-17:00, March 11, 2022
Location: company conference room (teleconference)
The receptionist of the listed company is Mr. Zhou Jian, chairman of the board, Mr. Liu Qiong, chief financial officer and Secretary of the board of directors, Ms. Tan Jing, chief supervisor of the securities department, and Mr. Xu sunjie, representative of securities affairs.
Investor relations activities: Good afternoon, shareholders and investors. Thank you for your deep concern and strong support for the company over the years. In the past 2021, the company's businesses developed steadily, realizing an operating revenue of 3.095 billion, an increase of 35% over the same period; The net profit attributable to the parent company was 643 million, an increase of 63% over the beginning of the year; The gross profit margin was 38.3%, up from 34.02% last year, an increase of 4.28; R & D expenditure was 331 million, accounting for 10.71%, compared with 166 million last year, accounting for 7.26%. The total assets were 9.78 billion yuan, an increase over the beginning of the year
110.14%, with net assets of 5.84 billion, an increase of 236.83% over the beginning of the year, inventories of 2.8 billion, an increase of 33.89% over the beginning of the year, including 1.908 billion goods issued, an increase of 27.28% over the beginning of the year. Receivables were 876 million, an increase of 49.28% over the beginning of the year, and advance receipts were 2.405 billion, an increase of 50.48%. In the new year, challenges and opportunities still coexist. We always adhere to technological innovation and product innovation, prevent financial risks, consolidate the foundation and seize opportunities to achieve better high-quality development.
In the past year, the company's hjt business has developed rapidly. All hjt orders have received advance payment, some have been shipped or are being shipped, and others will be delivered to customers before June 22. It is expected that the overall market order scale of hjt will be between 20-30gw this year. At the same time, in 2021, the company also made great progress in semiconductor packaging and flat panel display equipment. Thank you.
Q & a session:
1. Is there still some efficiency loss at the edge of the heterojunction half cell?
A: cutting loss and edge loss actually exist objectively. However, the edge loss is controllable, and the edge loss can be reduced by some means. The cutting loss is uncontrollable, and the cutting loss will become larger and larger as the efficiency becomes higher and higher. At present, the edge loss is still smaller than the cutting loss, so the company still adheres to the direction of half piece. In addition, the half piece can reduce microcracks and provide great support for the reliability of components. It is also the basis for 120 microns or even thinner.
2. What is the current progress of silver clad copper? Does the silver powder of silver clad copper still need to be imported?
A: Japanese Ke's silver clad copper has been verified by customers, and no failure of silver clad copper has been found. Now we look forward to the launch of domestic silver clad copper slurry as soon as possible. Companies that use domestic and imported silver coated copper powder have made rapid progress. The localization of pure silver slurry is also being introduced rapidly. At present, the main manufacturers of hjt are importing domestic low-temperature silver slurry in batches.
3. At present, what is the capacity utilization rate of hjt equipment manufactured by the company and how is the production progress of new capacity?
