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A股光伏板块即将添新军 泽润新能积极布局薄膜电池组件接线盒等新技术
Zheng Quan Ri Bao Wang· 2025-05-13 12:49
Group 1 - The core viewpoint of the news is the significant rise of the photovoltaic sector in A-shares, driven by the IPO of Zairun New Energy Technology Co., Ltd. [1] - Zairun New Energy specializes in electrical connections, protection, and intelligent technology in the renewable energy sector, providing integrated solutions for photovoltaic module junction boxes [1][2] - The company is recognized as a high-tech enterprise and a national-level "specialized and innovative" small giant [1] Group 2 - From 2022 to 2024, Zairun New Energy's diluted earnings per share are projected to be 2.03 yuan, 2.51 yuan, and 2.74 yuan, with a weighted average return on equity of 39.83%, 31.54%, and 25.40% respectively, indicating strong profitability and asset return capabilities [1] - The company expects to achieve operating revenues of 522 million yuan, 844 million yuan, and 876 million yuan from 2022 to 2024, with a compound annual growth rate of 29.55% [1] - The net profit attributable to the parent company is forecasted to be 86.4 million yuan, 120 million yuan, and 131 million yuan for the same period, with a compound annual growth rate of 23.28% [1] Group 3 - Zairun New Energy is continuously iterating its junction box technology, with products including Z8C, Z8X, and smart junction boxes, showcasing advanced technology and strong patent protection [2] - The company is exploring the development of next-generation thin-film battery components, specifically junction boxes compatible with perovskite battery components [2] - Zairun New Energy plans to raise 720 million yuan through its IPO, primarily for expanding production of photovoltaic junction boxes, constructing auxiliary power battery boxes for new energy vehicles, building a research and development center, and supplementing working capital [2]