Dongxu Blue Sky: Continue to deepen the strategic layout of photovoltaic business

Dongxu Blue Sky disclosed on August 19 to disclose the investor relationship record records that the company received a centralized investigation on August 18 and answered hot issues concerned about the capital market.

New Energy is the "cockpit stone" business of Dongxu Blue Sky, and it is also the focus of institutional investors. The company actively deepen the layout of new energy tracks and improve the expected improvement of fundamentals. Regarding the technology upgrade of photovoltaic components that are concerned about and whether it will cut into the battery film field, the company revealed that the current coverage of the component specifications has 182, 210, and 230 sizes, and TOPCON and HJT battery upgrade windows have been reserved.

As the "Global New Energy 500 Fortune 500" domestic A-share main board listed company, which was listed for the list for 4 consecutive years in 2018-2021, Dongxu Blue Sky has always focused on the green industry, consolidated and promoted the unique industrial model of "smart energy+environmental protection governance", and is committed to becoming a leading domestic leader in China Environmental protection new energy comprehensive service provider.

Dongxu Blue Sky has opened a wave of strong rebound since the end of April 2022. From April 27th to August 19th, a cumulative increase of 110.86%, surpassing nearly 90 percentage points in the same period, the stock price of August 15, 2022 hit Three years of high. The company ushered in more than 10 institutions including CCB Fund, CITIC Self -Operation, Yatze Investment, and Sunshine Assets on August 18, involving various types of institutions such as brokers, funds, insurance.

As of the end of 2021, Dongxu Blue Sky has 57 self -holding photovoltaic power stations, covering 20 provinces and cities and autonomous regions in the country, and the capacity of the parallel grid of the photovoltaic power plant was about 1GW. In 2021, the new energy business revenue in the main business was 2.275 billion yuan, accounting for nearly 60%, an increase of 68.5%over the previous year. Through the development of new energy green industries, the company provides a package of green development solutions to enhance core competitiveness and industry cycle anti -risk capabilities.

In addition, Dongxu Blue Sky is still actively deepening the layout of new energy tracks. The company said that there is currently a nearly 2GW operation and maintenance power station in hand, covering self -holding and third -party commissioned operation and maintenance projects, and the profits are good. Due to the strong experience in testing equipment and personnel, high accuracy of automation, the power generation efficiency of operation and maintenance power stations has been improved to varying degrees compared with the same area and the same type of power stations, providing stable revenue and cash flow for normal operations.

The technological innovation and business "expansion" of Dongxu Blue Sky in the extension of the photovoltaic industry chain may also become an active signal of the capital market recognition and favor.

Recently, the company has cut into the high -efficiency photovoltaic component track and officially put into production large -size and high -power components. The new production line adopts the world's most advanced intelligent production assembly line. The photovoltaic component production equipment industry is first -class. The highest product has a maximum power of more than 670W and the conversion efficiency can reach 21.6%.

The manufacturing of high -efficiency photovoltaic components is an important supplement to the Dongxu Blue Sky New Energy Industry Chain. Institutions investors ask the new production line operation rate and capacity. The company said that the production capacity of new production lines is still in the climbing stage, and the situation of hand order is basically full production.

The core of the development of scenery and new energy is to continue to reduce costs and increase efficiency. Due to the pursuit of higher photoelectric conversion efficiency, N -type batteries (mainly include TOPCON, HJT, and IBC technology routes) in the future. Recently, the new battery -related concept stocks of the photovoltaic track have risen strongly. Members represented by Junda, Jiejia Weichun, Dongxu Blue Sky, etc., under the pursuit of funds, the market value of the secondary market has risen.

As a private enterprise deeply cultivated in the field of environmental protection, institutional investors pay attention to whether Dongxu Blue Sky has further improved the production capacity layout plan of the upstream battery films upstream of the photovoltaic industry chain. The company said that the recent technological evolution and product iterations in photovoltaic components have accelerated significantly. At present, the component specifications are 182, 210, and 230. The TOPCON and HJT battery upgrade windows have been reserved. Essence

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