share_log

罗博特科(300757.SZ)：高度看好光伏产业未来长远的发展前景

Robotechnik Intelligent Technology (300757.SZ) is highly bullish on the long-term development prospects of the photovoltaic industry.

Gelonghui Finance ·  Jul 17 19:21

Robotechnik Intelligent Technology (300757.SZ) recently stated during investor meetings with institutional investors that, facing severe challenges such as phase-overcapacity, downstream demand weakness, and low capacity utilization in the current photovoltaic industry, the company has achieved low-level and steady operation of equipment inventory since 2022 with the overall market strategy. The core of this strategy is (1) in terms of orders, focusing on top customers, actively screening and pursuing high-quality orders, identifying order risks, and avoiding the problem of excessive inventory accumulation due to blindly expanding the order scale, which may lead to downstream cancellation of orders; (2) in terms of cost control, the company further taps the potential of cost reduction and efficiency enhancement and continues to strengthen cost control management. (3) Faced with cyclical challenges in the industry, the company continuously strengthens the research and development of new technologies and the transformation of achievements, such as copper plating equipment. Currently, the company is closely working with customers to accelerate the progress of copper plating equipment and lay the foundation for the next round of technological iteration. In addition, the company and downstream customers have always maintained good and active communication. From a long-cycle perspective, the company is still bullish on the future long-term development prospect of the photovoltaic industry.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment