储能 + 软硬件 + 投资闭环商业模式
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调研速递|宏英智能接受国盛证券等19家机构调研 聚焦储能与战略布局要点
Xin Lang Cai Jing· 2025-09-23 14:55
Core Viewpoint - The company held an investor relations event on September 23, 2025, where key executives presented the company's development history, business progress, and performance in the first half of 2025, engaging with 19 institutional investors [1]. Group 1: Company Overview - The chairman and general manager provided a brief introduction to the company's development milestones and business evolution [1]. - The company discussed its product application scenarios and energy storage demonstration projects [1]. Group 2: Key Technologies and Strategies - The company is developing immersion energy storage technology to mitigate thermal runaway risks, collaborating with silicone oil manufacturers to enhance thermal stability and energy conversion efficiency [2]. - The company is focusing on a "3 + 1" strategic layout, prioritizing areas of strength to ensure stable business growth while gradually implementing its strategy [2]. - The company aims to establish an integrated software and hardware platform, combining products with application scenarios to create a closed-loop business model [2]. Group 3: Market and Performance Insights - The company is enhancing its gross margin through product structure optimization, improved sales policies, and increasing the proportion of high-margin products [2]. - The company reported a sufficient order backlog and is gradually implementing its strategic layout, indicating positive business performance and order situation [2]. - The company believes that the market will reflect its true value in the long term, emphasizing the importance of technology investment, product iteration, and user experience optimization to enhance market competitiveness [2].