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铭普光磁(002902) - 2025年12月17日投资者关系活动记录表
2025-12-17 14:06
证券代码:002902 证券简称:铭普光磁 东莞铭普光磁股份有限公司 上述协同整合,公司旨在实现产业链互补,增强整体竞争力,共同把握 新能源充电基础设施行业的发展机遇。 2.公司片式网络变压器发展情况如何? 【回复】公司片式网络变压器作为数据传输的关键基础元件,近期凭借 核心技术与市场优势成功入选国家级"制造业单项冠军"产品,体现了 在该细分领域的专业实力与领先地位。该产品广泛应用于交换机、路由 器、服务器等网络通信设备,具备高集成度、低损耗及全自动化生产等 技术特点。伴随 5G 建设、云计算等现代信息网络的快速发展,市场对网 络变压器的小型化、高频化与可靠性要求持续提升。公司通过持续自主 创新,在磁性材料应用、结构工艺设计及自动化制造等方面已实现重要 突破。未来,公司将继续深化该领域的技术积累与市场拓展。 3.公司是否有应用于 AI 领域的磁性元器件? 【回复】在 AI 服务器与数据中心领域,公司已成功开发出适配 400V 至 800V 高压平台的完整电源磁性解决方案,包括高性能驱动变压器、低损 耗共模电感、高饱和 PFC 电感、主功率变压器及输出滤波电感等关键部 件。同时,公司通过自主研发的专属磁材配方与 ...
重庆望变电气(集团)股份有限公司2025年半年度报告摘要
Core Viewpoint - The company plans to invest in a megawatt-level intelligent supercharging network project, with an estimated total investment of no more than 541.5 million yuan, to expand its business in the new energy charging infrastructure sector [3][5][11]. Company Overview - The company is named Chongqing Wangbian Electric (Group) Co., Ltd. and is involved in the construction of electric heavy truck supercharging stations in regions such as Yunnan and Chongqing [5][9]. - The project aims to build nearly 100 supercharging stations to meet local market demand and create new profit growth points through collaboration with leading logistics companies [10][15]. Financial Data - The estimated total investment for the project is 541.5 million yuan, with funding sourced from the company's own funds and project loans [3][11]. - The company reported a revenue increase from 2.526 billion yuan in 2022 to 3.352 billion yuan in 2025, with a compound annual growth rate of 15.20% [16]. Project Implementation - The construction period for each supercharging station is expected to be completed within 3-6 months after obtaining land use rights, with multiple stations being built simultaneously [12]. - The project will require various approvals, including investment establishment, land, and electricity expansion [17]. Market Context - The project aligns with national policies promoting green energy and the rapid development of supercharging technology, creating a favorable external environment for the project [13][14]. - The demand for charging stations is expected to grow as electric heavy trucks expand their application scenarios from regional to cross-regional logistics [15]. Risk Analysis - The company acknowledges potential risks, including changes in industry regulations, project operation risks, market competition, and funding risks [4][19][20]. - The company plans to monitor policy changes closely and adjust its business development strategies accordingly [20].