组件级电力电子技术(MLPE)
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深耕光伏+布局新能源赛道,泽润新能(301636.SZ)打造高质量增长曲线
Xin Lang Cai Jing· 2025-08-28 07:18
Core Viewpoint - The photovoltaic industry is entering a golden period of high-quality development driven by global "dual carbon" goals and domestic photovoltaic grid parity policies, with the company positioning itself as a leader in the photovoltaic junction box sector and expanding into the electric vehicle market [1] Group 1: Product and Technology - The company focuses on photovoltaic junction boxes, providing a diverse product matrix that covers both general and intelligent scenarios, ensuring the stable operation of photovoltaic systems [2] - The company's products are designed to withstand harsh environmental conditions, featuring high weather resistance, strong sealing, and high current carrying capacity [2] - The company has developed intelligent junction boxes that enhance efficiency through smart optimization, emergency shutdown, and real-time monitoring capabilities [2][3] Group 2: Research and Development - The company has 104 domestic patents, including 27 invention patents, and has participated in the formulation of national standards, showcasing its industry influence [3] - The company employs a dual-driven R&D model that combines forward-looking research with demand-oriented customization, allowing for rapid response to client needs [4] - Automation upgrades and comprehensive quality control systems have been implemented to enhance product competitiveness and maintain high quality [4][5] Group 3: Market Position and Client Relationships - The company has established a comprehensive management system certified by ISO9001 and IATF16949, facilitating entry into global supply chains [5] - The company has built stable partnerships with leading domestic and international photovoltaic manufacturers, ensuring its products are used in large-scale photovoltaic power plants [6] - The company employs a direct sales model with clear processes for domestic and international markets, contributing to an increasing market share and brand reputation [7] Group 4: Expansion into New Markets - The company is accelerating its entry into the electric vehicle sector, leveraging its expertise in electrical connections and protection components [8] - Strategic partnerships have been formed with major players in the electric vehicle industry, with products already in mass production for several models [8] - Future plans include developing core components for electric vehicle systems, potentially creating a second growth engine alongside its photovoltaic junction box business [8]