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Wuxi Dk Electronic Materials Co., Ltd. (300842): The metallization technology plan is comprehensively laid out, and the industrialization of Copper paste is expected to accelerate breakthroughs.
Investment highlights include multiple schemes to drive down Metalization costs, while the Copper paste scheme faces numerous challenges and high attention. Metalization costs are one of the main components of non-silicon costs in solar Batteries, and solar companies are reducing Silver usage through technological innovation to alleviate cost pressure. Silver-coated Copper,
wuxi dk electronic materials co., ltd. (300842.SZ): Already the main supplier of BC batteries for the leading enterprise in mass production.
gelonhui on November 27th, wuxi dk electronic materials co., ltd. (300842.SZ) stated in a recent investor relations event that currently, the company's n-Poly, p-Poly, main grid and other full set of BC battery slurry products are leading in the industry in terms of product performance, market share, and new technology reserves. It is already the main supplier to leading companies in the mass production of BC batteries and actively developing and introducing potential customers, serving as the benchmark slurry supplier in the R&D pilot lines of several BC customers. With the large-scale production of BC batteries, it will bring positive contributions to the company's performance.
wuxi dk electronic materials co., ltd. (300842.SZ): Maintaining the expected full-year shipments of the company in 2024 at 2000-2500 tons.
Grid Guide November 27th | wuxi dk electronic materials co., ltd. (300842.SZ) stated in recent investor relations activities that in the first to third quarters of 2024, the company's photovoltaic conductive silver paste achieved sales of 1,581.16 tons, a year-on-year increase of 41.40%; among which, the full set of conductive silver paste products for N-type TOPCon batteries achieved sales of 1386.40 tons, accounting for 87.66% of the total sales of the company's photovoltaic conductive silver paste products, leading in the industry. Considering different forecasts of the global photovoltaic installed capacity in 2024 and the actual operation and capacity of the photovoltaic industry, the expected performance for 2024 is maintained.
Wuxi DK Electronic Materials Co., Ltd. (300842.SZ): Currently, there are no plans to develop an AI question-and-answer project.
Gelonghui November 25th | Wuxi DK Electronic Materials Co., Ltd. (300842.SZ) stated on the investor interaction platform that the silver paste industry is a product technology-driven industry, with rapid formula iteration and upgrade, it is a continuous process of research and innovation. The company will continue to increase research and development efforts to promote the company's technological innovation and development, constantly accelerate the development of innovative solutions and products, collaborate with customers on technical innovation breakthroughs, ensure the company's product competitiveness, and continue to maintain a leading position. The company currently has no plans to carry out an AI question and answer project.
wuxi dk electronic materials co., ltd. (300842): Net margin stabilized, leading in new technology research and development in the industry.
Investment Highlights: In Q1-Q3 2024, the company's revenue reached 11.509 billion yuan, +88.77% year-on-year; achieved a net income attributable to the parent company of 0.293 billion yuan, +0.07% year-on-year; achieving non-recurring profit attributable to the parent company of 4.
wuxi dk electronic materials co., ltd. (300842): Leading in the battery slurry industry, pay attention to the progress of low-silver/no-silver.
We conducted a company research on November 8th, focusing on the company's annual shipment expectations, BC battery slurry, silver reduction, and silver-free progress. Prior to this, the company released its third quarterly report after hours on October 29, detailing the company's performance in the first three quarters.
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