Workflow
新能源汽车连接和保护的功能嵌件产品
icon
Search documents
A股光伏板块即将添新军 泽润新能积极布局薄膜电池组件接线盒等新技术
Zheng Quan Ri Bao Wang· 2025-05-13 12:49
Group 1 - The core viewpoint of the news is the significant rise of the photovoltaic sector in A-shares, driven by the IPO of Zairun New Energy Technology Co., Ltd. [1] - Zairun New Energy specializes in electrical connections, protection, and intelligent technology in the renewable energy sector, providing integrated solutions for photovoltaic module junction boxes [1][2] - The company is recognized as a high-tech enterprise and a national-level "specialized and innovative" small giant [1] Group 2 - From 2022 to 2024, Zairun New Energy's diluted earnings per share are projected to be 2.03 yuan, 2.51 yuan, and 2.74 yuan, with a weighted average return on equity of 39.83%, 31.54%, and 25.40% respectively, indicating strong profitability and asset return capabilities [1] - The company expects to achieve operating revenues of 522 million yuan, 844 million yuan, and 876 million yuan from 2022 to 2024, with a compound annual growth rate of 29.55% [1] - The net profit attributable to the parent company is forecasted to be 86.4 million yuan, 120 million yuan, and 131 million yuan for the same period, with a compound annual growth rate of 23.28% [1] Group 3 - Zairun New Energy is continuously iterating its junction box technology, with products including Z8C, Z8X, and smart junction boxes, showcasing advanced technology and strong patent protection [2] - The company is exploring the development of next-generation thin-film battery components, specifically junction boxes compatible with perovskite battery components [2] - Zairun New Energy plans to raise 720 million yuan through its IPO, primarily for expanding production of photovoltaic junction boxes, constructing auxiliary power battery boxes for new energy vehicles, building a research and development center, and supplementing working capital [2]
泽润新能:技术为核 智领光伏连接新未来
Huan Qiu Wang· 2025-05-12 06:03
【环球网科技综合报道】在全球"双碳"目标驱动下,光伏产业正以年均超30%的增速重塑能源格局,而作为光伏组件重要细分领域的接线盒行业,亦迎来技 术升级与国产替代的双重浪潮。泽润新能,这家国家级专精特新"小巨人"企业,凭借深厚的技术积淀与前瞻性布局,正成为这一赛道中的领跑者。 目前,泽润新能已经完成新股申购工作,即将在深交所创业板上市。 2023年,全球分布式光伏新增装机量占比已达约43%,分布式光伏已成为行业增长主引擎。在户用和工商业场景,智能优化、智能关断、智能监控等功能成 为必备需求。面对分布式光伏的爆发式增长,泽润新能早在2016年便布局智能接线盒研发目前已量产多款智能产品,凭借先发优势,有望快速抢占智能接线 盒市场份额,成为新的增长动能。 从财务数据来看,受益于光伏行业的发展,公司业务保持高速增长态势,2022年-2024年公司营业收入分别为52,192.55万元、84,430.60万元和87,594.79万 元,复合增长率29.55%;归属于母公司所有者净利润分别为8,639.91万元、12,014.76万元和13,131.82万元, 2022 年至2024年复合增长率23.28%。 公司主要财务数据 ...
泽润新能:自主研发核心产品技术 光伏组件接线盒市占率逐年提升
Zhong Zheng Wang· 2025-05-08 04:18
Core Viewpoint - ZeRun New Energy is set to go public on the ChiNext board, focusing on providing integrated solutions for photovoltaic module junction boxes, which are essential components in solar power systems [1] Group 1: Company Overview - ZeRun New Energy specializes in the fields of new energy electrical connections, protection, and intelligent technology, recognized as a high-tech enterprise and a national-level "little giant" [1] - The company has built a comprehensive technical reserve in the junction box sector and the new energy vehicle sector, allowing it to cater to diverse application scenarios and technical routes [2] Group 2: Research and Development - The company adopts a forward-looking R&D model based on industry trends and market demand, emphasizing innovation to ensure continuous improvement in its R&D capabilities [2] - ZeRun has accelerated the development of connection and protection products for new energy vehicles, leveraging its technology in junction boxes to create new profit growth points [3] Group 3: Market Performance - The company has shown steady performance with increasing market share, reporting revenues of 522 million yuan, 844 million yuan, and 876 million yuan for 2022, 2023, and 2024 respectively [5] - ZeRun's products have gained recognition from leading photovoltaic companies, establishing strong partnerships and expanding its customer resource base [5] Group 4: Future Strategy - The funds raised from the IPO will be invested in expanding production capacity for junction boxes, developing auxiliary power battery boxes for new energy vehicles, and enhancing R&D capabilities [4] - The company aims to strengthen its competitive edge in the photovoltaic junction box market while expanding into the new energy vehicle sector to create new business growth points [3][4]