【环球网科技综合报道】在全球"双碳"目标驱动下，光伏产业正以年均超30%的增速重塑能源格局，而作为光伏组件重要细分领域的接线盒行业，亦迎来技 术升级与国产替代的双重浪潮。泽润新能，这家国家级专精特新"小巨人"企业，凭借深厚的技术积淀与前瞻性布局，正成为这一赛道中的领跑者。 目前，泽润新能已经完成新股申购工作，即将在深交所创业板上市。 2023年，全球分布式光伏新增装机量占比已达约43%，分布式光伏已成为行业增长主引擎。在户用和工商业场景，智能优化、智能关断、智能监控等功能成 为必备需求。面对分布式光伏的爆发式增长，泽润新能早在2016年便布局智能接线盒研发目前已量产多款智能产品，凭借先发优势，有望快速抢占智能接线 盒市场份额，成为新的增长动能。 从财务数据来看，受益于光伏行业的发展，公司业务保持高速增长态势，2022年-2024年公司营业收入分别为52,192.55万元、84,430.60万元和87,594.79万 元，复合增长率29.55%；归属于母公司所有者净利润分别为8,639.91万元、12,014.76万元和13,131.82万元， 2022 年至2024年复合增长率23.28%。 公司主要财务数据 ...

Core Viewpoint - Jiangsu Zerun New Energy Technology Co., Ltd. (Zerun New Energy) is positioned as a leading player in the global photovoltaic (PV) junction box industry, leveraging its technological strength and forward-looking strategies to maintain robust performance amidst competitive pressures in the PV sector [1][2]. Group 1: Company Overview - Zerun New Energy specializes in the field of new energy electrical connections, protection, and intelligent technology, recognized as a national "specialized and innovative" small giant enterprise [1]. - The company's core product, the PV junction box, is essential for solar PV systems, and it has maintained a leading position in the industry since its establishment in 2009 [2][3]. - Zerun New Energy has achieved significant revenue growth, with projected revenues of 522 million yuan, 844 million yuan, and 876 million yuan for 2022, 2023, and 2024 respectively, reflecting a compound annual growth rate (CAGR) of 29.55% [2]. Group 2: Market Position and Strategy - The company has a balanced revenue structure from domestic and international sales, with domestic sales accounting for 53.60% to 63.31% of total revenue from 2022 to 2024 [3]. - Zerun New Energy has established a strong R&D focus, emphasizing technological innovation and quality control, which has led to successful collaborations with major PV companies [3][8]. - The company is actively expanding into next-generation thin-film technology and the electric vehicle (EV) sector, aiming to create new profit growth points [5][6]. Group 3: Product Development and Innovation - Zerun New Energy has developed various models of junction boxes, including the Z8C and Z8X, which are recognized for their advanced technology and patent protection [6][8]. - The company is exploring new applications for its products, such as the development of junction boxes compatible with perovskite solar cells, which are seen as the next generation of PV technology [7][10]. - R&D expenditures have been increasing, with amounts of 19.08 million yuan, 31.73 million yuan, and 32.83 million yuan from 2022 to 2024, representing 3.66% to 3.75% of revenue [8]. Group 4: Future Growth and Funding - Zerun New Energy plans to raise 720 million yuan through its IPO to fund expansion projects in PV junction boxes and EV auxiliary power battery boxes, as well as to enhance its R&D capabilities [9][10]. - The company has already established partnerships with major automotive manufacturers, positioning itself to supply critical components for EVs, which could become a significant growth area [10][11]. - The strategic focus on intelligent junction boxes aligns with market trends towards increased automation and safety in distributed PV systems, indicating a promising market outlook [9].