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英杰电气(300820) - 300820英杰电气投资者关系管理信息20250703
2025-07-03 00:32
Business Overview - Yingjie Electric focuses on the research and manufacturing of industrial power supplies, covering sectors such as photovoltaic, semiconductor, charging piles, energy storage, and research institutions [1] - The photovoltaic sector has historically held a significant share, but the company is shifting its strategy towards semiconductor and charging pile markets, with semiconductor business showing continuous growth [1] - The company has established partnerships with leading domestic enterprises in the charging pile sector, aiming for substantial business scale breakthroughs [1] Nuclear Fusion Sector - Yingjie Electric has a strong technical foundation in controllable nuclear fusion power supply, providing products like cyclotron power supplies and neutral beam power supplies [2] - The company has expanded its product line to include new IGBT-based magnetic field power supplies and has established long-term cooperation with top research institutions [2] - In 2024, orders related to nuclear fusion power supplies exceeded 10 million yuan, with historical cumulative orders reaching several tens of millions [2] Market Potential and Competitive Advantage - The domestic nuclear fusion projects have significant investment scales, ranging from hundreds of millions to billions of yuan, with power supplies constituting a considerable portion of project investments [3] - The company is actively tracking multiple projects entering the bidding phase in the second half of 2025, leveraging its experience in high-power supply development to maintain a competitive edge [3] - Yingjie Electric's production capacity and technical expertise in high voltage and high current control provide a strong advantage in the market [3] Charging Pile Business - The company is developing new charging pile products for leading domestic enterprises, with products currently in the technical validation stage [4] - Successful validation is expected to lead to high-value orders, establishing a solid revenue support system for the charging pile segment [4] - The company is also expanding its overseas market presence through its subsidiary Yingjie New Energy, aiming for significant breakthroughs in international sales networks [5] Financial Risk Management - The company emphasizes the importance of receivables collection in the photovoltaic sector, addressing potential risks from project delays and bad debts [5] - Despite challenges, the photovoltaic industry is expected to recover post-downturn, with the company maintaining a proactive approach to managing financial risks [5] - Most of the unrecognized sales in the photovoltaic sector have been prepaid, effectively reducing financial risks [5]
【私募调研记录】展博投资调研英杰电气
Zheng Quan Zhi Xing· 2025-06-30 00:04
Group 1 - The core viewpoint of the news is that Zhanbo Investment has conducted research on Yingjie Electric, which specializes in controllable nuclear fusion power supply and has established significant partnerships with various research institutions [1] - Yingjie Electric has been deeply involved in the controllable nuclear fusion power supply sector for many years, offering a range of power products such as tube power supplies, neutral beam power supplies, and magnetic field power supplies, transitioning its technology from traditional thyristors to IGBT [1] - The company has accumulated historical orders worth several million yuan and expects to exceed ten million yuan in nuclear fusion-related power supply orders in 2024 [1] Group 2 - Yingjie Electric is actively engaging with major domestic commercial nuclear fusion projects and has business collaborations in regions such as Anhui, Hebei, Shanghai, Sichuan, and Shaanxi [1] - The company faces competition in the nuclear fusion power supply field from competitors in cities like Anshan, Chengdu, Tianjin, and Wuhan, but has established barriers due to its technology and mass production capabilities [1] - The investment scale of various domestic nuclear fusion projects is substantial, with a high proportion of power supply value, and the company is proactively participating in project bidding [1]
英杰电气(300820) - 300820英杰电气投资者关系管理信息20250627
2025-06-27 08:08
Group 1: Business Overview - The company has been deeply involved in the controllable nuclear fusion power supply sector for many years, providing various auxiliary heating power supplies such as cyclotron power supplies and neutral beam power supplies. Recently, the technology has shifted from traditional thyristors to IGBT, and the company has started offering magnetic field power supplies among other products [1] - The company has established long-term cooperative relationships with research institutions such as the Southwest Institute of Physics and the Hefei Institute of Plasma Physics. In 2024, the company's orders related to nuclear fusion power supplies exceeded tens of millions RMB, with historical cumulative orders amounting to several tens of millions RMB [2] Group 2: Market Position and Competition - The company has actively engaged with key domestic commercial nuclear fusion projects across various regions including Anhui, Hebei, Shanghai, Sichuan, and Shaanxi [3] - In the nuclear fusion power supply sector, there are competitors located in cities such as Anshan, Chengdu, Tianjin, and Wuhan. The company has established barriers due to its mature technology and production capacity, as the high power requirements (megawatt level) and stability of the power supply necessitate advanced technical capabilities [4] Group 3: Market Potential and Order Planning - There are multiple nuclear fusion projects in China with significant investment scales ranging from tens of billions to hundreds of billions RMB, where the value of power supplies constitutes a considerable proportion. The company has a higher share in the magnetic field and heating power supplies it currently supplies [5] - Several projects are entering the bidding phase in the second half of 2025, and the company is actively tracking and engaging with project bidding progress [5]