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调研潮涌、业绩承压、员工收缩:能辉科技为何在光伏转型关键期被机构频频围观
Xin Lang Zheng Quan· 2025-10-29 12:45
Core Viewpoint - Nenghui Technology (301046.SZ) has become a focal point for institutional research following its semi-annual report, with multiple investor relations activities indicating heightened interest in the company's performance and strategic direction [1][2]. Group 1: Investor Relations Activities - The company has conducted six investor relations activities in just over a month, involving various institutions such as Zhongding Asset, Huirong Group, and others [1]. - Key areas of investor concern include changes in employee numbers, declining gross margins in the photovoltaic business, and new business developments in AI and energy storage [2][4]. Group 2: Employee and Financial Performance - As of the end of 2024, the total number of employees at Nenghui Technology was 299, a decrease from 326 the previous year, with production staff reduced from 143 to 108 [6][8]. - The company reported a revenue of 1.097 billion yuan for 2024, representing a year-on-year increase of 85.74%, while net profit attributable to shareholders was 53 million yuan, a decline of 9.71% due to increased competition in the photovoltaic sector and investments in new businesses [8][9]. Group 3: Strategic Initiatives - Nenghui Technology is intensifying its focus on AI and energy storage, collaborating with Ant Group to explore "computing power energy integration" and has launched its self-developed "Xiao Yi" autonomous charging and swapping robot, with related orders amounting to approximately 40 million yuan [9].