Group 1: Market Expansion - The company's overseas business currently accounts for slightly more than domestic business, indicating a focus on international market expansion [1] - Domestic market competition is significantly higher than that in foreign markets, suggesting a strategic shift towards overseas opportunities [1] - The company has obtained UL certification for its交流桩 and is in the process of obtaining certification for直流桩 [1] Group 2: Product Range and Capabilities - The company offers交流桩 with power ranges of 7KW, 11KW, and 22KW, with plans for higher power options in the future [1] - For直流桩, the company primarily targets the domestic market, with capabilities to produce models above 60KW, including mainstream options of 120KW and 160KW [2] Group 3: Sales Team Structure - The domestic sales team consists of approximately 14-15 members, while the overseas team exceeds 20 members, with plans for further expansion in 2023 [2] Group 4: Production Capacity and Financial Plans - The company is currently addressing production capacity bottlenecks to facilitate market expansion, with future annual output growth dependent on market conditions and order status [2] - A refinancing project is in progress, with preparations for submission to regulatory authorities, and construction for this project began on December 6, 2022, aiming for equipment installation by May-June 2023 [2]

Group 1: Company Performance - The company expects a net profit growth of over 100% for the year 2022, confirming previous communications about maintaining a growth trend [1] - The annual report for 2022 is expected to be disclosed in 2023, providing more detailed financial data [1] Group 2: Shareholder Lock-up and Reduction - The lock-up period for major shareholders ended on February 13, allowing them to reduce their holdings, but they are limited to a maximum of 10% of their total shares at the time of listing [2] - Shareholders are required to announce any reduction 15 trading days in advance to minimize market impact [2] Group 3: Industry Developments - The company has made progress in power supply applications within the semiconductor industry, with positive results from customer trials [2] - Similar advancements are noted in the photovoltaic cell industry, with ongoing development and testing of prototypes [2] Group 4: Charging Station Expansion - The company began construction on a charging station project in December 2022, with equipment expected to be in place by May-June 2023, contributing to production capacity in the second half of the year [3] - The domestic market primarily focuses on DC charging stations, while the international market has a higher demand for AC charging stations [3]

Financial Performance - The company's revenue increased by 63.6% year-on-year, reaching 2.08 billion [1] - Net profit for the same period rose to 7.72 billion, marking a 71.62% increase [1] - The company anticipates continued growth for the full year of 2022, with performance exceeding previous expectations [1] Order Growth - The company reported a significant increase in new orders, with a total of 16 billion in new orders for 2022 [1] - Orders from the photovoltaic industry remain the primary driver of growth, with all four major industry categories showing positive trends [1] Market Position and Competition - The company maintains a high market share in the photovoltaic sector, which has been developed over many years [5] - Continuous innovation is necessary to sustain competitive advantages against both domestic and international competitors [5] - The domestic power supply market is expected to grow, with significant opportunities in sectors like semiconductors, which represent a market potential of hundreds of billions [7] Industry Trends - The charging pile industry is projected to experience rapid growth in the future [6] - The company is focused on domestic power supply replacement, which is seen as a significant opportunity for market expansion [7] Strategic Outlook - The company aims to leverage its established customer relationships and brand influence to capitalize on market opportunities [7] - There is a commitment to gradually implement strategic plans to reward investor trust [7]

Company Overview - Sichuan Yingjie Electric Co., Ltd. is a private enterprise founded in 1992, focusing on industrial power supply research and manufacturing [1] - The company has developed products across various sectors, including photovoltaic power supply, semiconductor industry power supply, and charging piles [2] Market Strategy - The company entered the charging pile market due to anticipated growth in the electric vehicle sector, recognizing the need for supporting infrastructure [2] - The charging pile market is characterized by high gross margins and requires significant technical expertise [2][3] - The company has established a subsidiary, Weiyu Electric, to specialize in the production of charging piles, leveraging its existing technology platforms [2][4] Competitive Advantages - The company possesses ten technology platforms, enabling it to serve multiple industries effectively [2] - It has a strong supply chain that overlaps with its industrial power supply products, enhancing operational efficiency [4] - The company has developed unique integrated power technologies for charging piles, which simplify maintenance and operation [3][4] Industry Insights - The charging pile industry is experiencing rapid growth, but many entrants face challenges due to the technical demands of mass production [3] - The market is expected to consolidate, with larger, technically proficient companies likely to dominate [3] - The company has filed nearly ten patents in China and Germany for its charging pile technology, indicating a strong commitment to innovation [3] Future Outlook - The company aims to expand into new markets while maintaining its focus on industrial power supply [9] - It plans to leverage its technological expertise to explore opportunities in the photovoltaic and semiconductor sectors [9] - The company emphasizes the importance of continuous innovation and adaptation to maintain its competitive edge [6][9] Financial Performance - The company has demonstrated strong revenue and profit growth, indicating its robust market position and operational capabilities [9] - Significant investments have been made in the charging pile business, amounting to several million, to ensure efficient development [4][9] Corporate Values - The company's core values include customer achievement, integrity, teamwork, innovation, hard work, and efficient execution [8] - The vision is to become a leading industrial power supply manufacturer while exploring new technological avenues [8]

Group 1: Order and Revenue Performance - The company has seen a significant increase in new orders compared to last year, with specific data to be confirmed in future reports [1] - For the first three quarters of 2022, the company's revenue reached 770 million yuan, surpassing the total revenue of 660 million yuan for the entire year of 2021 [1] - The net profit attributable to the parent company for the same period was 208 million yuan, exceeding last year's total of 157 million yuan [1] Group 2: Industry Outlook and Strategy - The company has been in the photovoltaic industry for over ten years and is accustomed to industry fluctuations, maintaining a good order status despite short-term market adjustments [2] - The company aims to stabilize its market share while expanding into other power application sectors to ensure sustainable growth [2] - The company has initiated a refinancing project to expand the production capacity of its subsidiary, Weiyu Electric, to meet the growing market demand for charging piles [3]

证券代码：300820 证券简称：英杰电气 四川英杰电气股份有限公司投资者关系活动记录表 编号：2020-005 | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------|---------------------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | 投 资 者 关 系 活 | √特定对象调研 □分析师会议 | | | | | | | | 动类别 | □媒体采访 □业绩说明会 | | | | | | | | | □ 新闻发布会 □路演活动 | | | | | | | | | □现场参观 | | | | | | | | | □ 其他（请文字说明其他活动内容） | | | | | | | | 参 与 单 位 名 称 | 川财证券有限责任公司：黄博 研究员 | | | | | | | | 及人员姓名 | 深圳市惠明经纬管理咨询 ...

证券代码：300820 证券简称：英杰电气 四川英杰电气股份有限公司投资者关系活动记录表 编号：2020-004 | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------|-----------------------------------------|------------------------------------------------|---------|-------|-------|-------|-------| | | | | | | | | | | 投 资 者 关 系 活 | 特定对象调研 □分析师会议 | √ | | | | | | | 动类别 | 媒体采访 □业绩说明会 | □ | | | | | | | | 新闻发布会 □路演活动 | □ | | | | | | | | 现场参观 | □ | | | | | | | | 其他（请文字说明其他活动内容） | □ | | | | | | | 参 与 单 位 名 称 | | 川财证券：黄博 张天楠 研究员 | | | | | | | 及人员姓名 | | ...

证券代码：300820 证券简称：英杰电气 四川英杰电气股份有限公司投资者关系活动记录表 编号：2020-003 | --- | --- | --- | |-------------------|-------------------------------------------------------|-------| | | | | | 投 资 者 关 系 活 | √ 特定对象调研 □分析师会议 | | | 动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他（请文字说明其他活动内容） | | | 参 与 单 位 名 称 | 国金证券股份有限公司新能源和电力设备行业分析师：邓 | | | 及人员姓名 | 伟 | | | | 中欧基金高级研究员：汤洁 | | | | 交银投资高级研究员：孙婕衎 | | | 时间 | 2020 年 5 月 28 日（星期四）下午 2 点-4 | | | | 2020 年 5 月 29 日（星期五）上午 10 点 | | | 地点 | 2020 年 5 月 28 日 公司展厅、车间、会议室 ...