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“逐光”建筑美学 森特股份的BIPV扩围之路
Core Viewpoint - Sente Group is transitioning from a metal enclosure system provider to a leader in the BIPV (Building Integrated Photovoltaics) sector, aiming to integrate green energy solutions into various industries, thereby establishing a clear path for sustainable development [2] Group 1: BIPV Technology and Strategic Partnerships - Sente Group has formed a strategic partnership with Longi Green Energy, launching the "Longi & Sente" dual-brand strategy to enhance BIPV product offerings, with the latest "Longi Sente BIPV 5.0" released in the first half of this year [3] - The collaboration between Sente Group and Longi Green Energy is characterized by a complementary relationship, combining expertise in architecture and photovoltaics, which has significantly advanced the BIPV industry [3] - In the first three quarters of this year, Sente Group reported a net profit attributable to shareholders of 96.28 million, a year-on-year increase of 30.16%, primarily driven by the growth of its BIPV business [3] Group 2: Product Features and Market Applications - Sente Group's BIPV solutions come with a 25-year warranty and include safety features such as leak-proofing, high wind resistance, and A-level fire protection, ensuring the longevity of both the building and the photovoltaic system [3] - The economic advantages of Sente Group's BIPV solutions are notable, with installation capacity exceeding conventional methods by 30% to 50%, alongside high conversion efficiency and low degradation rates [3] - The company has successfully implemented BIPV solutions in various projects, including those for Shandong Heavy Industry Group and Baowu Steel, with significant environmental benefits such as a reduction of 23,200 tons of CO2 emissions from a specific project [7] Group 3: Expansion into Smart Energy and International Markets - Sente Group is actively expanding into the smart energy sector, focusing on integrated solutions for solar energy, storage, and charging, as evidenced by partnerships with companies like Telai Electric and Charoen Pokphand Group [5] - The company has launched a 2880 kW solar-storage-charging project in Inner Mongolia, showcasing advanced charging capabilities that significantly reduce energy replenishment time for electric mining trucks [5] - Sente Group is optimistic about its international market prospects, leveraging its experience in Southeast Asia and the Middle East to export comprehensive green energy solutions to countries involved in the Belt and Road Initiative [6]