证券日报网讯 英飞特11月19日在互动平台回答投资者提问时表示，公司主要从事LED驱动电源、传感 器、控制系统和LED模组等LED照明配套产品的研发、生产、销售和技术服务。储能方面，公司主要有 用户侧的工商业储能以及户用储能解决方案及相关产品，目前体量较小。 （编辑 袁冠琳） ...

格隆汇11月19日丨英飞特(300582.SZ)在互动平台表示，公司主要从事LED驱动电源、传感器、控制系统 和LED模组等LED照明配套产品的研发、生产、销售和技术服务。储能方面，公司主要有用户侧的工商 业储能以及户用储能解决方案及相关产品，目前体量较小。 ...

Group 1: Company Share Buyback - The company has repurchased a total of 7,490,000 shares, accounting for 2.51% of the total share capital, with a total transaction amount of 99,960,465.5 yuan [1] - The repurchased shares will be used for employee stock incentive plans, and if not utilized within 36 months, they will be canceled [1] - The share structure will change, with limited shares increasing from 76,996,625 (25.79%) to 84,486,625 (28.30%) and unrestricted shares decreasing from 221,539,863 (74.21%) to 214,049,863 (71.70%) [1] Group 2: Industry Overview - The company specializes in LED driver power supplies, sensors, control systems, and LED modules, aiming to be a valuable partner in the global lighting industry [2] - The global LED driver power supply market is expected to reach $16.34 billion by 2025 and $32.1 billion by 2030, with a compound annual growth rate (CAGR) of 14.5% [2] - The smart lighting market is projected to grow to $18.568 billion by 2025 and $43.387 billion by 2030, with a CAGR of 18.50% [2] Group 3: Market Trends and Innovations - Energy-saving policies are driving the replacement of traditional light sources with LED lighting, particularly in high-energy consumption sectors [3] - The company is expanding its product offerings to meet diverse market needs, including solutions for plant and sports lighting [3] - The company has established a global marketing and service network, covering over 100 countries and regions, and has been involved in significant projects worldwide [3] Group 4: Research and Development - In the first half of 2025, the company invested 84.5433 million yuan in R&D, representing 7.6% of its revenue [4] - The company launched innovative products such as the world's first DALI+ wireless LED driver and NFC-based smart programming solutions [4] - The company holds 663 valid authorized patents and has received various certifications, enhancing its competitiveness in high-end markets [4]

Group 1: Product Applications and Advantages - The company's LED driver power supply products cover various fields including residential, industrial, commercial, and agricultural applications, with power ranges from 3W to 1800W [3][4]. - Medium and high-power products are primarily used in road lighting, sports lighting, and plant lighting, while medium and low-power products focus on hotel retail and commercial lighting, emphasizing flexibility and energy efficiency [3][4]. - The company offers a complete product line and intelligent features such as dimming, constant current control, and power measurement, ensuring adaptability to harsh working conditions [3][4]. Group 2: Market Trends and Opportunities - The plant lighting market has seen significant growth since 2021, driven by mature LED technology and supportive policies, expanding from niche crop cultivation to the general consumer market [5]. - The technology allows for customized lighting conditions, overcoming traditional sunlight limitations and reducing resource consumption, indicating a vast market potential [5]. - The company is actively investing in the electric vehicle battery swap business, holding a 20% stake in Shanghai Gongshun New Energy Technology Co., with an investment of 10 million yuan [6]. Group 3: Importance and Future of LED Driver Power Supplies - LED driver power supplies convert primary electrical energy into the secondary energy required by LEDs, accounting for approximately 10%-40% of the total cost of LED lighting fixtures [7]. - The development prospects for LED driver power supplies are promising, with trends towards smart and systematized LED lighting driven by IoT and 5G technologies [7]. - The demand for energy-efficient solutions and government policies further stimulate the replacement needs for traditional lighting systems, especially in emerging markets [7]. Group 4: Company Position and Strategic Plans - The company is recognized as a leading global player in LED driver power supplies and lighting solutions, with a comprehensive product portfolio following the acquisition of the DS-E business from Osram [9]. - The company is committed to identifying customer needs and providing customized products, enhancing its competitive edge in the market [9]. - There are no disclosed plans for mergers and acquisitions at this time, but any future plans will be announced in accordance with relevant regulations [10].

Core Viewpoint - The company focuses on providing advanced LED lighting solutions, including LED drivers, sensors, control systems, and modules, while also expanding into energy storage and new energy charging products. Company Overview - The company is a leading enterprise in the LED driver power supply and lighting accessory products, dedicated to offering high-quality and cost-effective intelligent LED lighting solutions [6][8]. - The main products include LED driver power supplies, intelligent lighting control systems, and LED modules, which are widely used in various fields such as residential, industrial, commercial, and agricultural [6][11]. Business Model - The company employs a research and development model that incorporates international best practices, ensuring technological foresight and rapid market response [12][17]. - The procurement strategy combines pull and push supply chain management, ensuring raw material supply security and competitive pricing [12][13]. - The production model is primarily based on sales-driven production, allowing for customization according to customer orders, which enhances service quality and reduces inventory costs [13][14]. - The sales model includes direct sales and distribution partnerships, with a focus on integrating the sales and service teams of the acquired OSRAM brand [15][16]. Performance Drivers - The company's global strategy has established a stable revenue stream through a comprehensive global presence in production, sales, and R&D [16]. - Continuous technological innovation in LED driver power supplies has positioned the company to quickly respond to market demands and capture opportunities [17][18]. - The implementation of a robust information system supports decision-making and operational efficiency across global operations [18]. Financial Data - The company has undergone adjustments in accounting policies, impacting the presentation of financial data, with a focus on aligning with new accounting standards [19]. - The company has disclosed its financial performance metrics, indicating a commitment to transparency and compliance with regulatory requirements [20]. Important Events - The company has decided to terminate the plan for issuing A-shares to specific investors, reflecting strategic adjustments in capital raising efforts [21]. - The company has made investments in industry funds, indicating a proactive approach to diversifying its investment portfolio [23]. - A significant asset purchase from OSRAM has been completed, enhancing the company's product offerings in the LED lighting sector [24].