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【私募调研记录】创富兆业调研崧盛股份
Zheng Quan Zhi Xing· 2025-07-17 00:05
Group 1 - The core viewpoint of the news is that Chuangfu Zhaoye, a well-known private equity firm, has conducted research on a listed company, Songsheng Co., which specializes in LED driver power supplies and energy storage systems [1] - Songsheng Co. has 15 years of technical experience in the LED driver power supply sector and has obtained safety certifications in multiple countries, indicating strong market competitiveness [1] - The company's energy storage subsidiary is positioned as a technology-driven enterprise with a high proportion of R&D personnel and flexible product design [1] Group 2 - The production capacity utilization rate of Songsheng Co.'s energy storage inverters is high, and core components of household energy storage systems are being shipped [1] - The company is managing "Songsheng Convertible Bonds," with a remaining bond balance of approximately 294 million yuan [1] - The direct export tariff for LED driver power supply products to the U.S. is about 58%, with direct export sales expected to reach 140 million yuan in 2024, accounting for 16% of total revenue, of which the U.S. market represents about 1% [1]