Core Insights - The recent SNEC 2025 conference highlighted key themes such as the international expansion of renewable energy, new power systems, and energy digitalization [1] - Schneider Electric emphasizes the importance of "value deepening" in the renewable energy sector, balancing social and economic values for sustainable development [1] Innovation and Product Development - Innovation is identified as a critical driver for value creation in the renewable energy industry, with agile innovation being essential for maintaining competitiveness [3] - Schneider Electric has launched various industry-specific products, including solutions for photovoltaic, wind power, and energy storage sectors, showcasing their commitment to rapid product development [3] - New products introduced at the SNEC exhibition include the ECC microgrid, solar storage ultra-charging systems, and the EasyPact CVS DC NE circuit breaker [3] Ecosystem Collaboration - Ecosystem collaboration emerged as a central theme at the SNEC exhibition, with Schneider Electric engaging in multiple partnerships with renewable energy companies [5] - A notable collaboration with Beijing Haibo Sichuang Technology Co., Ltd. resulted in the release of a white paper aimed at enhancing safety standards in battery storage systems [5] Commitment to R&D and Market Strategy - Schneider Electric's commitment to the Chinese market is reflected in its "China-centric" strategy and increased R&D investments, with a growth rate exceeding 18% [7] - The company has established five R&D centers and an AI innovation lab in China, leading to a rise in local innovations that serve the global market [7] - The completion of the second phase of the Jinshan Innovation Park and the establishment of a new power system innovation demonstration base are part of Schneider Electric's efforts to promote high-quality development in the renewable energy sector [7] Customer-Centric Approach - Schneider Electric focuses on customer needs under its "China-centric" strategy, enhancing its presence in key application areas such as photovoltaics, energy storage, and charging [9] - The company aims to transform innovative outcomes into development momentum, facilitating a leap in the value of the renewable energy industry [9]

| 投资者关系活 | □ 特定对象调研 √ 分析师会议 | | --- | --- | | 动类别 | 媒体采访 业绩说明会 □ □ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （电话会议） | | 参与单位名称 | 参会名单详见附件 | | 及人员姓名 | | | 时间 | 2025 年 3 月 28 日 19:30-20:30 | | 地点 | 线上：电话会议 | | 上市公司接待 | 1、董事会秘书兼财务总监 程秋高 | | 人员姓名 | 2、证券事务代表 王锐 | | | 1、 公司 2024 年四季度利润下降的主要原因是什么？ | | | 四季度利润下降主要有三个原因：（一）四季度毛利率环比下 | | | 滑近 2%。由于收入结构变化，新能源业务占比提升，其毛利率 | | | 相对较低，而原本占比较高、毛利高的房地产行业收入下滑， | | | 导致整体毛利率下降；（二）四季度管理费用增加。海盐园区 | | | 二期四季度转固项目增多，导致折旧费用相应增加；（三）四 | | 投资者关系活 | 季度营销及研发费用投入增加。公司加强在新品研发、客户触 | | ...