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英威腾(002334) - 2025年11月11日至14日投资者关系活动记录表
2025-11-17 10:02
Group 1: Business Development Strategies - The company maintains steady growth in its industrial automation business, focusing on "driving + control + intelligent manufacturing" to promote digital and intelligent upgrades [2][3] - A systematic transformation is underway, enhancing product, marketing, and platform capabilities through strategic planning and global expansion [3] - The company aims to transition from a single equipment supplier to a comprehensive solution provider covering control, drive, and execution [3] Group 2: Network Energy Business - The customer structure for the network energy business has shifted towards strategic industries such as telecommunications, finance, and power, while maintaining a solid foundation in traditional sectors [4] - Recent breakthroughs include securing procurement projects with major telecommunications operators and expanding data center operations in overseas markets [4] - The company plans to enhance its core competitiveness through product iteration and comprehensive solution capabilities [4] Group 3: New Energy Vehicle Business - In the first three quarters of the year, the new energy vehicle business generated revenue of 4.6 billion yuan, with over 80% of this revenue coming from commercial vehicle sales [5] - The company continues to focus on product competitiveness to drive business growth despite a strategic contraction in the passenger vehicle segment [5] Group 4: Solar Storage Business - The company is actively enhancing its solar storage business by integrating teams and resources to improve capabilities from product development to market delivery [5] - There is confidence in the future development of the solar storage business, aiming to provide efficient and reliable solutions to customers [5] Group 5: Investor Relations - The company conducted investor relations activities, including a broker strategy meeting, ensuring compliance with information disclosure regulations [2][5] - Investors engaged in thorough communication during the on-site research, with no significant undisclosed information leaks reported [5]