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英杰电气(300820) - 300820英杰电气投资者关系管理信息20250912
2025-09-12 09:53
Group 1: Company Performance and Strategy - The company currently has a solar order backlog of 1 billion (including 500 million from overseas), expected to be recognized by next year [1] - The company aims to expand its business boundaries through technology research, market surveys, and strategic partnerships to ensure sustainable development [2] - Despite concerns about achieving a revenue target of 5 billion in the next three years, the company remains confident in its growth potential and market strategies [2] Group 2: Investor Relations and Market Communication - The management acknowledges the need for improved market communication and plans to enhance investor relations by actively engaging with investors in major cities [3] - The company has received buy or hold ratings from several institutions, indicating ongoing interest and support from the investment community [4] - The company is committed to addressing investor feedback and incorporating valuable suggestions into future work plans [3] Group 3: Business Development and Product Lines - The energy storage business is primarily managed by a wholly-owned subsidiary, which is currently developing various storage products and seeking to expand market share [3] - The company is actively collaborating with major enterprises in the semiconductor equipment sector to enhance its product offerings [4] - The company has a strong focus on the semiconductor RF power supply sector, with significant advancements expected in the next 1-2 years due to increased R&D investment and customer orders [6] Group 4: Financial Outlook and Challenges - The company anticipates a challenging environment for solar power orders, with only 40 million in orders for the first half of the year and an expected total of around 100 million for the year [5] - There is a recognition of the cyclical nature of the solar industry, with expectations for gradual improvement in demand and revenue in the future [5] - The company is optimistic about achieving its revenue goals by optimizing business operations and enhancing efficiency [6]
英杰电气:下属子公司英杰新能源有储能产品
Zheng Quan Ri Bao Wang· 2025-09-05 08:12
Core Viewpoint - The company, Yingjie Electric (300820), is focusing on the development and commercialization of energy storage products through its subsidiary, Yingjie New Energy, which is currently in the early stages of revenue growth in this sector [1] Group 1: Product Offerings - Yingjie New Energy offers a range of energy storage products, including cabinet-type energy storage systems, liquid-cooled energy storage systems, range-extended energy supply boxes, and energy storage inverters [1] Group 2: Revenue Growth - The revenue scale of energy storage products is currently small, but the company is actively engaging in business negotiations with large state-owned enterprises and leading companies to accelerate revenue growth while maintaining a certain profit level [1]