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小蚁换电机器人(AGV 2.31)
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能辉科技(301046):光伏电站系统主业稳健发展 积极布局海外储能市场
Xin Lang Cai Jing· 2025-12-07 12:39
Group 1 - The company has focused on photovoltaic power generation system technology research and development, establishing strong long-term partnerships with major state-owned enterprises such as State Power Investment Corporation, China Power Construction Group, and Guangzhou Development Group [1] - The company is expanding its capabilities in smart energy comprehensive technology services, investing in areas such as photovoltaic new energy, intelligent microgrid for new energy storage, commercial vehicle charging and swapping systems, and intelligent cloud operation and maintenance systems for new energy power plants [1] - The latest upgrade of the "Little Ant" battery swapping robot (AGV 2.31) incorporates multiple technologies such as non-track intelligence, AI visual recognition, and SLAM laser positioning, enabling it to replace heavy truck batteries weighing up to three tons in just three minutes [1] Group 2 - The company has successfully entered overseas markets for energy storage systems, launching products like the integrated liquid-cooled energy storage system cabinets NE233L and NE261L, achieving full coverage of mainstream certifications such as IEC62477 [2] - Demonstration projects for the energy storage systems have been successfully connected to the grid in regions such as Europe and the Middle East, specifically in the Czech Republic and Iraq [2] - The company has developed a dual-side battery swapping station specifically for electric mining trucks, successfully collaborating with end customers to establish the first fully automated dual-side battery swapping station in Xinjiang [2] Group 3 - The company is projected to achieve revenues of 1.369 billion, 1.707 billion, and 1.968 billion yuan for the years 2025, 2026, and 2027, respectively, with net profits of 58 million, 90 million, and 107 million yuan, and EPS of 0.37, 0.58, and 0.69 yuan [2]