$旭日升科技(ASTI)$ 05/13/2021 ASTI 发了2020财报,数字没什么亮眼的地方,利息支出大幅缩减,财务安全系数提高。比较吸引人的的地方是,CEO LEE说,“We will continue our reorganization effort to strengthen our balance sheet and streamline our business model to focus on our core strength in the Tier-1 specialty PV markets with high entry barriers like the space and near-space, aviation (drones), military, 1st Responders and emergency power markets.” 意思是:“我们将继续进行重组工作,以加强资产负债表并简化我们的业务模式,以专注于我们在一级航天特种光伏市场具有较高进入壁垒(如太空和近太空,航空(无人机),军事,第一响应者和应急电源市场。”市场定位不错,目标清晰,有一定的行业壁垒。