2、公司储能业务发展情况如何？ 公司储能核心部件业务自 2025 年开始批量销售起，销售收入逐季度提升， 2025 年前三季度合计实现营业收入 6009 万元，当前在手订单充足。 2025 年公司储能子公司积极参展 10 余场国内外新能源展会，持续发力开 拓储能市场，后续随着储能子公司行业影响力的提升及客户群体的不断扩 张，公司储能核心部件销售额将进一步得到提升。 编号 2025-014 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名 | 国信证券、博时基金、华商基金 | | 称 | | | 时间 | 年 月 日 2025 11 21 14:30-15:30 | | 地点 | 公司会议室 | | 上市公司接 | 董事会秘书、财务负责人：谭周旦 | | 待人员姓名 | 证券事务代表：刘佳佳 | | | 一、介绍公司基本情况 | | | 二、互动问答 | | | 1、公司主业 驱动电源后续主要增长点体现在哪里？ LED | | | 根据 ...

证券日报网讯 崧盛股份11月19日在互动平台回答投资者提问时表示，公司针对体育场馆球场灯、舞台 灯配套有多款LED驱动电源。公司将把握市场机遇，积极参与国内大型场馆LED照明新建与改造项目。 （编辑 袁冠琳） ...

Core Viewpoint - The company, Infit, primarily engages in the research, production, sales, and technical services of LED lighting supporting products, including LED drivers, sensors, control systems, and LED modules [1] Group 1: Company Overview - Infit focuses on LED lighting products and solutions, indicating a strong presence in the LED market [1] - The company also offers energy storage solutions, specifically targeting commercial and residential sectors, although the current scale of this segment is relatively small [1]

Core Viewpoint - The company, Infinet (300582.SZ), focuses on the research, production, sales, and technical services of LED lighting products, including LED drivers, sensors, control systems, and LED modules [1] Group 1: Company Overview - The main business activities of the company include the development and production of LED lighting supporting products [1] - The company also offers energy storage solutions, primarily targeting commercial and residential sectors, although its current scale in this area is relatively small [1]

Core Viewpoint - The company aims to leverage policy opportunities and enhance its business layout in LED driver power supplies and new energy storage sectors, focusing on technological innovation to support agricultural development and global energy transition [1] Group 1 - The company is actively responding to investor inquiries regarding its strategic direction [1] - The company emphasizes its commitment to technological innovation as a key driver for growth [1] - The company is positioning itself to support the development of facility agriculture and contribute to the global energy transition [1]

Group 1 - The company Infit (300582.SZ) announced that its wholly-owned subsidiary, Hangzhou Infit Equity Investment Co., Ltd., will invest in Qinghai Spring Warm Flower Biotechnology Co., Ltd. and its existing shareholders through a capital increase and share transfer agreement [1] - The investment includes a cash contribution of 13.44 million yuan to increase the registered capital of Spring Warm Flower by 1.344 million yuan, with the remaining amount recorded as capital surplus [1] - After the transaction, the company will directly hold 2.62% of the equity in the target company and indirectly hold 3.04% through Blincao Biotechnology [1] Group 2 - This transaction allows the company to deepen its application scenarios in plant/biological lighting, accurately understand customer needs, and iteratively improve LED driver power supplies, sensors, and control systems [2] - The strategic shift from a "single hardware supplier" to a "system solution provider" will enhance customer loyalty and technical barriers, maintaining the company's competitive advantage in the plant (biological) lighting segment [2]

Group 1 - The company announced that its wholly-owned subsidiary, Hangzhou Infit Investment Co., Ltd., will invest 13.44 million yuan in Qinghai Spring Warm Flower Biotechnology Co., Ltd. and acquire shares from existing shareholders [1] - After the transaction, the company will directly hold 2.62% of the target company's equity and indirectly hold 3.04% through Blincao Biotechnology [2] - This transaction aims to enhance the application scenarios of plant/biological lighting, allowing the company to better understand customer needs and transition from a "single hardware supplier" to a "system solution provider" [2]

Group 1: Company Performance and Financials - The company's overall gross margin improved in Q3 2025 due to digital and intelligent management in manufacturing, alongside cost control measures [2] - The gross margin for the energy storage core components business was reported at 24.84% in H1 2025, with potential for further improvement as production scales up [6][7] Group 2: Investment and Strategic Partnerships - The company invested 20 million CNY in Chongqing Jingang Transmission Technology Co., acquiring a 6.25% stake to support the development of industrial and humanoid robot applications [3] - The investment aims to leverage Chongqing Jingang's expertise in precision design and manufacturing for harmonic reducers, enhancing collaboration in drive components [3] Group 3: Market Trends and Projections - The LED plant lighting market is projected to reach $1.366 billion in 2025, with a growth rate of 3.9% [4] - By 2029, the market size for LED plant lighting could grow to $2.056 billion, with a compound annual growth rate (CAGR) of 9.4% from 2024 to 2029 [5] Group 4: Future Growth Opportunities - Despite a challenging global economic environment, there is expected growth in LED applications in outdoor, industrial, and emergency lighting sectors due to high energy costs and new regulations [7] - The company’s energy storage subsidiary is actively participating in various energy exhibitions, aiming to enhance market presence and sales [7]

Core Viewpoint - Infinet's stock price has shown a mixed performance in recent months, with a year-to-date increase of 11.51% and a notable rise of 7.26% over the last five trading days, despite a decline of 6.79% over the past 20 days [2]. Group 1: Stock Performance - As of November 6, Infinet's stock price increased by 2.22%, reaching 15.66 CNY per share, with a trading volume of 73.49 million CNY and a turnover rate of 2.17% [1]. - The company has a total market capitalization of 4.675 billion CNY [1]. - Year-to-date, Infinet's stock has risen by 11.51%, with a 7.26% increase in the last five trading days, a 6.79% decrease in the last 20 days, and a 10.28% increase over the last 60 days [2]. Group 2: Company Overview - Infinet Electronics (Hangzhou) Co., Ltd. was established on September 5, 2007, and went public on December 28, 2016. The company specializes in the research, production, sales, and technical services of LED driver power supplies [2]. - The revenue composition of Infinet is as follows: 94.62% from the LED lighting industry, 3.71% from other businesses, 1.19% from miscellaneous sources, and 0.48% from new energy-related products [2]. - Infinet is classified under the electronic industry, specifically in the optical optoelectronics-LED sector, and is associated with concepts such as plant lighting, OBC concept, LED, specialized and innovative enterprises, and new energy vehicles [2]. Group 3: Financial Performance - For the period from January to September 2025, Infinet reported a revenue of 1.737 billion CNY, reflecting a year-on-year decrease of 13.69%. The net profit attributable to the parent company was -78.77 million CNY, a significant decline of 269.15% year-on-year [2]. - As of September 30, 2025, Infinet had 22,700 shareholders, a decrease of 15.84% from the previous period, with an average of 9,774 circulating shares per person, an increase of 18.82% [2]. Group 4: Dividend and Shareholding - Since its A-share listing, Infinet has distributed a total of 128 million CNY in dividends, with 42.09 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders of Infinet saw the exit of the Dazheng Zhongzheng 360 Internet + Index A (002236) from the list [3].

Core Viewpoint - Infinet's stock price has experienced fluctuations, with a recent decline of 2.13% and a year-to-date increase of 4.75%, indicating volatility in market performance [1][2]. Company Overview - Infinet Electronics (Hangzhou) Co., Ltd. was established on September 5, 2007, and went public on December 28, 2016. The company specializes in the research, production, sales, and technical services of LED driver power supplies [2]. - The main business revenue composition includes: 94.62% from the LED lighting industry, 3.71% from other businesses, 1.19% from miscellaneous, and 0.48% from new energy-related products [2]. Financial Performance - For the period from January to September 2025, Infinet reported operating revenue of 1.737 billion yuan, a year-on-year decrease of 13.69%. The net profit attributable to shareholders was -78.7673 million yuan, reflecting a significant year-on-year decline of 269.15% [2]. - Cumulative cash dividends since the A-share listing amount to 128 million yuan, with 42.0895 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 15.84% to 22,700, with an average of 9,774 circulating shares per person, an increase of 18.82% [2][3]. - Notably, the major shareholder, Dazheng Zhongzheng 360 Internet + Index A (002236), has exited the top ten circulating shareholders list [3]. Market Activity - As of November 3, Infinet's stock was trading at 14.71 yuan per share, with a total market capitalization of 4.391 billion yuan. The trading volume was 52.818 million yuan, with a turnover rate of 1.60% [1]. - The net outflow of main funds was 11.6032 million yuan, with significant selling activity observed [1].