格隆汇9月26日丨特变电工(600089.SH)在投资者互动平台表示，公司变压器、电线电缆、开关柜、储能 一体机等产品可应用于数据中心类项目中。 ...

证券代码：002922 证券简称：伊戈尔 伊戈尔电气股份有限公司投资者关系活动记录表 您好！公司固态变压器正在研发过程中。公司对未来发展充满 信心，谢谢！ 6、公司在氮化镓以及碳化硅材料领域的研发以及产品应用情 况如何，请简要说明 编号：2025-002 | | □特定对象调研 □ 分析师会议 | | --- | --- | | □ | 媒体采访 ■ 业绩说明会 | | 投资者关系活动类别 □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | | 投资者网上提问 | | 活动参与人员 | 公司参与人员：董事长兼总经理肖俊承，副总经理、财务负责人陈 | | | 丽君，董事会秘书梁伦商 | | 时间 2025 | 年 月 日 9 19 15:30~17:00 | | 地点 | 全景网投资者关系互动平台 | | 形式 线上交流 | | | | 1、公司 25 年半年报披露，公司孵化业务收入 1.94 亿元，同比 | | 增长 | 67.43%，增速迅猛。车载电感、充电桩等新兴领域快速拓展， | | | 请财务总监分解一下各品类创新孵化业务营收占比情况， ...

Group 1: Company Overview and Product Applications - The company specializes in various transformer products, including frequency conversion transformers, power transformers, small transformers, and marine transformers, with a focus on expanding the application of phase-shifting transformers in data centers [2][4]. - The company is actively developing solid-state transformers (SST) and has completed the development of medium-frequency isolation transformers for the DC side, aiming to meet the growing demand in data centers [4]. Group 2: Competitive Advantages and Market Position - The company has extensive experience in high-voltage frequency conversion technology, being one of the earliest manufacturers in this field, which provides a strong technical advantage in transformer design and manufacturing [4]. - Established long-term partnerships with major clients in the industry enhance the company's ability to deliver solid-state transformer products [4]. Group 3: Storage Business and Future Growth - The company is expanding its storage market presence, with products like storage integrated machines and inverters receiving certifications and achieving batch sales [4]. - Future growth is expected to come from continuous innovation in special transformers, power transformers, and reactors, alongside the development of new technologies and products such as solid-state transformers and epoxy-encapsulated transformers [5]. Group 4: Capital Operations and Strategic Planning - The company adopts a dual approach of industrial operation and capital operation, focusing on synergistic acquisitions that align with its core business and technological advantages [5]. - The company is committed to maintaining steady growth in its main business while exploring new market opportunities in renewable energy and data centers [5].

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed [1]. Core Insights - The company operates in the variable frequency transformer industry, which primarily serves industrial energy efficiency, renewable energy, and high-end equipment sectors. The demand for variable frequency transformers has been steadily increasing due to the national "dual carbon" strategy, which promotes energy efficiency in industrial sectors [19]. - The company is actively expanding its energy storage market, with products like energy storage integrated machines and converters undergoing certification and small-scale sales. However, these efforts have not yet achieved significant scale to impact overall company performance [19]. - The company’s transformer products, including variable frequency transformers, power transformers, and small transformers, are being explored for applications in data centers, although this market has not yet formed a significant impact on the company's financials [19]. Summary by Sections 1. Basic Research Information - The research was conducted on New Special Electric, focusing on the power grid equipment industry, with the meeting held on February 27, 2025 [13]. 2. Detailed Research Institutions - The research involved several institutions, including E Fund, GF Fund, Zhongyou Fund, Huaxia Jiuying, and CITIC JianTou Fund, among others [14][15]. 3. Research Institution Proportions - The research institutions included 4 fund management companies, 1 other type, and 1 securities company, with fund management companies making up 67% of the participants [15]. 4. Main Content Information - The company is focused on enhancing core technologies and optimizing product structures to adapt to structural changes in market demand due to intense competition [19]. - The company emphasizes talent development and team incentives, planning to arrange long-term incentive programs based on market conditions and business development [21].

Group 1: Market Demand and Industry Trends - The demand for variable frequency transformers is steadily increasing, driven by the national "dual carbon" strategy and the need for energy efficiency in industrial sectors [2] - The company focuses on core technology enhancement and product structure optimization to address structural changes in market demand [2] Group 2: Energy Storage Business Development - The company is actively expanding its energy storage market, with products like energy storage integrated machines and converters certified by multiple professional institutions [3] - Currently, small-scale sales have been achieved, but significant scale effects have not yet formed, which will not substantially impact the company's performance [3] Group 3: Product Applications and Market Opportunities - The company's transformer series includes variable frequency transformers and power transformers, with applications in data centers being explored [3] - The company is monitoring emerging fields, including data centers, for technical requirements related to special transformers [3] Group 4: Employee Incentives and Long-term Plans - The company values talent development and team incentives, planning to arrange related matters based on market conditions and employee needs [3] - There has been no implementation of share repurchase for employee stock ownership plans or equity incentives to date [3]