【私募调研记录】中略投资调研金盘科技

Group 1 - The core viewpoint of the article highlights the strategic initiatives of Jinpan Technology, focusing on enhancing technology transfer and industrialization by 2025 through a three-dimensional driving model [1] - Jinpan Technology is addressing tariff challenges by optimizing global production capacity and diversifying market layouts, implementing a "dual circulation" risk hedging strategy [1] - The company is actively expanding into the smart industrial robotics sector, particularly in intelligent welding, handling, and collaborative robots, which is identified as a third growth curve [1] Group 2 - In the data center sector, Jinpan Technology reported a 603.68% year-on-year increase in orders for 2024, providing green, energy-efficient, and reliable power equipment [1] - The company collaborates with AI teams to integrate I technology with digital manufacturing platforms, enhancing production and management efficiency [1] - Jinpan Technology operates 11 production bases domestically and internationally, improving supply capabilities and service levels for both domestic and foreign markets [1] Group 3 - The company's products are applied in downstream sectors such as renewable wind power, industrial enterprises, infrastructure, grid investment, and new infrastructure [1] - Jinpan Technology focuses on its core business, continuously investing resources to expand in energy storage, digital factories, and smart industrial robotics [1] - The company produces immersion transformers at its bases in Wuhan and Yangzhou, with plans for overseas capacity expansion [1]