投资者关系活动记录表（2023） 证券代码：002334 证券简称：英威腾 编号：2023-20 深圳市英威腾电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------|---------------------------------------| | 投资者关系活动 | 特定对象调研 | 分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | 新闻发布会 | 路演活动 | | | 现场参观 | | | | 其他 电话会议 | | | 参与单位信息 | 第一场：电话会议 | | | | 2023 年 7 月 18 日下午 | 2 点：永赢基金，长江证券 | | | 第二场：实地调研 | | | | 2023 年 7 月 20 日下午 | 2 点：Jefferies，CPPIB AE Investments | | | GIC，D.E shaw & Co | ，瓴仁投资，高盛资管 | 地点 英威腾光明科技大厦 上市公司接待人 副总裁、董事会秘书：鄢光敏 员姓名 证券事务代表：刘玲芳 1、新能源 ...

投资者关系活动记录表（2023） 证券代码：002334 证券简称：英威腾 编号：2023-19 深圳市英威腾电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|--------------------------------------------------------------| | 投资者关系活动 | 特定对象调研 | 分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | 新闻发布会 | 路演活动 | | | 现场参观 | | | | 其他 券商策略会 | | | 参与单位信息 | 第一场：券商策略会 | | | | 2023 年 7 月 11 日下午 | 点半：浙商证券 | | | 第二场：实地调研 | | | | 2023 年 7 月 12 日上午 | 点：开源证券、平安基金、国海富兰克林 | | | | 基金、君茂资本、民森投资、盈峰资本、盘京投资、瓦洛兰投资、合 | | | 众资产、明源私募基金、红方资产 | | 地点 英威腾光明科技大厦 上市公司接 ...

Group 1: Investor Relations Activities - The company conducted various investor relations activities, including analyst meetings, media interviews, performance briefings, and site visits [2] - Specific investor interactions occurred on July 4, 5, 6, and 7, 2023, with notable participants such as E Fund and Ping An Asset Management [2] Group 2: Business Operations and Growth - The company provides integrated solutions for robotics, including multi-axis controllers and high-performance servo motors [2] - There has been a significant increase in overseas revenue, with a rapid year-on-year growth rate in the first quarter of this year [2] - The company is enhancing its overseas market presence through in-depth market research and improving product competitiveness [2] Group 3: New Energy and Data Center Products - The new energy sector is a growth area, with ongoing investments in R&D and efforts to accelerate product certification and channel development [3] - The company offers a range of data center products, including integrated micro-module data centers and uninterruptible power supplies (UPS) [3] - The data center products are characterized by high efficiency, reliability, and modular design, supported by multiple patents [3] Group 4: Energy Storage and Market Responsiveness - The energy storage market is expanding rapidly, and the company is actively developing storage products, including the XD series inverters [3] - The company responds quickly to market demands, providing customized products and services to meet the specific needs of large clients [3] - All investor communications adhered to disclosure regulations, ensuring no significant undisclosed information was leaked [4]

Group 1: Market Opportunities - The company has a strong presence in the Indian market, with a local team and significant market share in major cities [2] - The acceleration of industrialization in India is creating numerous opportunities, particularly in sectors like cement, steel, and metallurgy [2] - The company has been operating in India for over a decade, establishing a robust brand influence and competitive product offerings [2] Group 2: Product Customization and Development - Customized development enhances customer competitiveness and creates differentiated advantages [3] - The company has derived various industry-specific machines and customized solutions from its existing product platform [3] - In the woodworking industry, the company has developed specialized inverters and servo products to meet evolving market demands [4] Group 3: International Market Demand - The company’s existing domestic products meet the demands of overseas markets, although European and American markets have higher certification requirements [3] - In Africa, the company primarily offers photovoltaic water pumps, which are cost-effective and address irrigation challenges [3] Group 4: Pricing and Cost Control - Pricing strategies are based on gross margin and market fluctuations, with evaluations of agents' backgrounds influencing pricing policies [3] - The industrial automation division has achieved effective cost control, benefiting from revenue growth and management improvements [3] Group 5: Technological Advancements - The company provides comprehensive solutions for the non-ferrous metal industry, promoting low-carbon management and clean production [4] - The automation products include high, medium, and low-voltage inverters and controllers, facilitating digital transformation in the non-ferrous metal sector [4]

Group 1: Company Overview - The company specializes in power electronics, automatic control, and information technology, with core technologies in products such as inverters, PLCs, servo systems, electric vehicle control systems, and UPS [2] - The business is divided into core businesses (industrial automation + data centers) and growth businesses (new energy vehicles + light storage) [2] Group 2: Product Advantages - Industrial automation products have superior drive performance and control functions, with all products independently developed and possessing full intellectual property rights [2] - The company has a leading advantage in various industries, particularly in industrial automation and energy power sectors [3] Group 3: Marketing and Sales Strategy - The company supports regional channel partners to deepen market penetration and expand market share while focusing on key industries [3] - It integrates its extensive industrial automation product portfolio into specialized system solutions to enhance customer production efficiency and reduce energy consumption [3] Group 4: New Energy Vehicle Products - The new energy vehicle product line includes main motor controllers, auxiliary motor controllers, DC/DC converters, onboard chargers, and charging piles [3] - The company has developed charging and swapping products with advantages in technology and quality, currently applied in various charging stations [3] Group 5: Robotics and Marine Engineering Applications - The DA series servo drive products are applicable in intelligent machinery, such as fully automatic intelligent sheet metal bending and electric vehicle intelligent swapping devices [3] - The company has established benchmark achievements in the marine engineering sector, providing specialized drive solutions for various marine equipment [4]

Group 1: Company Overview - Yingweiten Electric Co., Ltd. is recognized as a national high-tech enterprise and a specialized and innovative small and medium-sized enterprise in Shenzhen, holding numerous technology patents and complete independent intellectual property rights [2][4]. - The company's modular UPS series products have received honors such as "Guangdong Province Excellent High-tech Products," reflecting its strong recognition in the UPS power supply field [2][4]. Group 2: Product Offerings - The company has launched various elevator products, including smart integrated machines, controllers, and specialized frequency converters, along with customized solutions for high-speed elevators and smart city elevator safety management [4][5]. - Yingweiten provides intelligent temperature control solutions for data centers, addressing the high energy consumption of cooling systems, which is significant in the information and communication industry [4][5]. - The precision air conditioning products have multiple patented technologies and are widely applicable in high-precision environments such as computer rooms and laboratories [4][5]. Group 3: Market Performance - The overseas business has shown continuous growth, with a 44% year-on-year increase in overseas revenue in 2022, indicating a strong market expansion strategy [4][5]. - The company is actively responding to the "Belt and Road" initiative, providing products and services to over 100 countries and regions, thus enhancing its market share in various sectors [5]. Group 4: Future Development - The company plans to increase R&D investment in photovoltaic energy storage for residential and commercial products, aiming for better market opportunities and product updates [5]. - The comprehensive gross profit margin is influenced by the rapid revenue growth in energy storage and new energy vehicle businesses, with strategies in place to control costs and improve operational quality [5].

投资者关系活动记录表（2023） 证券代码：002334 证券简称：英威腾 编号：2023-13 深圳市英威腾电气股份有限公司 投资者关系活动记录表 | --- | --- | |----------------|----------------------------------------| | 投资者关系活动 | 分析师会议 | | 类别 | 业绩说明会 | | | 路演活动 | | | | | | | | 参与单位信息 | 日下午 2 点： | | | 湘财证券、宏商控股、金泰资本、小忠资本 | | | 日下午 3 点 30： | | | | | 地点 | | 上市公司接待人 副总裁、董事会秘书：鄢光敏 员姓名 证券事务代表：刘玲芳 1、新能源汽车业务的营销方式？ 在新能源汽车业务方面，公司采用以直销为主的模式，凭借专 业稳定的研发团队、强大的营销队伍、性能可靠的前沿产品以及及 时响应的服务体系，发挥关键技术储备优势，积极探索并满足客户 的定制化需求，为全球低碳环保事业贡献力量。 投资者关系活动 2、光储业务占比情况？ 主要内容介绍 随着公司光伏储能业务的快速发展，销售额增长，占整体营业 收入的比例逐 ...

投资者关系活动记录表（2023） 证券代码：002334 证券简称：英威腾 编号：2023-12 深圳市英威腾电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------|--------------------------------------------------------------| | 投资者关系活动 | 特定对象调研 | 分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | 新闻发布会 | 路演活动 | | | 现场参观 | | | | 其他 | | | 参与单位信息 | 2023 年 5 月 17 日下午 | 点： | | | | 华安证券，华创证券，长城证券，东吴证券，西南证券，泰康资产， | | | | 工银瑞信，平安基金，长城基金，前海维嘉资本，三耕资产 | | | 2023 年 5 月 18 日上午 | 10 点： | | | 中信建投 | | 地点 英威腾光明科技大厦 上市公司接待人 副总裁、董事会秘书：鄢光敏 员姓名 证券事务代表：刘玲芳 1、公司研发情况？ 公 ...

投资者关系活动记录表（2023） 证券代码：002334 证券简称：英威腾 编号：2023-11 深圳市英威腾电气股份有限公司 投资者关系活动记录表 | --- | --- | |----------------|---------------------------| | 投资者关系活动 | 特定对象调研 | | 类别 | 媒体采访 | | | 新闻发布会 | | | 现场参观 | | | 其他 电话会议、券商策略会 | | 参与单位信息 | 第一场：券商策略会 | | | 2023 年 5 月 9 日下午 1 | | | 第二场：电话会议 | | | 2023 年 5 月 10 日上午 10 | | | 第三场：券商策略会 | | | 2023 年 5 月 11 日下午 3 | | 地点 | 英威腾光明科技大厦 | 上市公司接待人 副总裁、董事会秘书：鄢光敏 员姓名 证券事务代表：刘玲芳 英威腾业务聚焦工业自动化与能源电力领域，专注电力电子、 自动控制、信息技术，业务覆盖工业自动化、新能源汽车、数据中 心及光储等。产品包括变频器、伺服系统、电机、控制器、人机界 面、传感器、电梯驱动系统、工业互联网、电驱、 ...

Group 1: Investor Relations Activities - The investor relations activities included specific object research, analyst meetings, media interviews, performance briefings, roadshows, site visits, and other activities such as conference calls [2] - On April 25, 2023, the company hosted investor activities at the Yingweiten Guangming Technology Building, attended by representatives from Penghua Fund and Everbright Securities [2] Group 2: Company Performance and Strategy - The company has seen significant performance improvements over the past two years due to business integration and strategic empowerment, optimizing the equity structure of some subsidiaries and internal organizational changes [2] - The company aims to achieve a three-year strategic goal, focusing on digitalization, intelligence, and carbon neutrality innovations to support sustained high-speed growth [3] Group 3: Business Growth and Product Lines - The industrial automation business has maintained stable growth, with increasing demand for high-end integrated control products, leading to expanded product coverage and system integration sales [3] - The company offers a diverse range of frequency converter products, including low, medium, and high-voltage converters, widely used across various industries such as chemicals, metallurgy, and HVAC [3] Group 4: Financial Performance - In Q1 2023, the photovoltaic energy storage business generated revenue of CNY 11,536.36 million, representing a year-on-year growth of 291.33%, accounting for 11.39% of the company's main business revenue [3] Group 5: Infrastructure Development - The Zhongshan base has recently completed land acquisition and will commence construction in Q2 2023 [3]