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泽润新能:与客户A、客户B、客户C主要是ODM的服务模式
南财智讯2月10日电,泽润新能在投资者关系活动中表示,公司在光伏组件接线盒领域具备全制程ODM 服务能力,能够配合客户提供的技术参数和特殊需求自主研发和设计个性化产品,开发配套的生产制造 技术并投入自动化生产,且在ODM产品量产后跟随客户的技术演变持续升级优化产品;报告期内,公 司与客户A、客户B、客户C主要是ODM的服务模式。 ...
泽润新能(301636) - 投资者关系活动记录表
2026-02-10 11:38
Group 1: Financial Performance - The company's photovoltaic junction box products have a higher gross margin primarily due to a relatively high proportion of overseas business, which has a higher gross margin compared to domestic business [2] Group 2: Overseas Business and Clients - Major North American clients include: 1. Client A (a globally recognized thin-film module supplier, partnership established in 2019) 2. Client B (a well-known U.S. electric vehicle and clean energy company, partnership established in 2017) 3. Client C (a well-known crystalline silicon photovoltaic supplier, partnership established in 2022) The company serves as a major supplier in the supply chains of these clients [2] Group 3: Production Capacity and Strategy - The company has established a production base in Thailand, which will begin mass production in June 2024, focusing on crystalline junction boxes, thin-film junction boxes, and micro-inverter interconnection harnesses. This base aims to leverage local advantages to reduce production costs and expand market share in the Middle East, Europe, and South Asia [2] Group 4: Competitive Advantages - The company maintains competitive advantages in overseas service operations and ODM (Original Design Manufacturer) capabilities, which allow for personalized product development and continuous upgrades based on client needs. This has led to strong relationships with major clients [2] Group 5: Future Developments - The company is monitoring trends in space photovoltaic applications and is considering future research and technical reserves related to satellite solar wings, focusing on challenges such as lightweight design and high reliability [3] - In the electric vehicle sector, the company is developing components for auxiliary power battery boxes and plans to continue innovating in the field of electrical connections and protection [3]