德业股份:2024年度逆变器自主品牌销售收入占比约73%,贴牌销售收入占比约27%

Core Viewpoint - The company is addressing concerns regarding its OEM model for brands like SunSynk, emphasizing the balance between market expansion and brand value enhancement while managing operational costs and material variety [2]. Group 1: Business Model and Market Strategy - The company has successfully opened numerous emerging markets while solidifying its existing market advantages [2]. - In 2024, the company's self-branded inverter sales are projected to account for approximately 73% of total sales, while OEM sales will represent about 27% [2]. Group 2: Brand Value and Operational Challenges - The management is focused on increasing brand recognition and reputation to counteract the weak brand premium associated with the OEM model [2]. - The company is actively working on strategies to address rising operational costs and material variety challenges linked to its OEM business [2].