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富特科技(301607) - 2024年11月7日投资者活动关系记录表
EVTECHEVTECH(SZ:301607)2024-11-07 13:26

Group 1: Company Overview - Founded in August 2011, Zhejiang Fute Technology Co., Ltd. is a national high-tech enterprise focused on providing charging and discharging solutions for both vehicle-mounted and non-vehicle-mounted applications in the new energy vehicle sector [1] - The company has transitioned from single products to integrated solutions, with key products including on-board chargers (OBC), DC/DC converters, and high-voltage power systems for both vehicle-mounted and non-vehicle-mounted applications [1] Group 2: Customer Structure - The customer base includes traditional domestic automakers, new energy vehicle manufacturers, and overseas automotive companies, establishing a strong reputation and competitive edge in the global market [2] - Notable domestic clients include GAC, NIO, Great Wall, Xiaomi, and Xpeng, while international clients include Renault and Stellantis [2] Group 3: Product Development Trends - The high-voltage power supply industry is evolving towards higher conversion efficiency, power density, reliability, and integration [2] - The company is advancing the application of SiC semiconductor devices to enhance technical specifications and is also initiating research on GaN semiconductor devices [2] - The growth of electric vehicle ownership is expected to drive the adoption of V2G technology for grid interaction, as well as V2L and V2V functionalities in future energy internet development [2] Group 4: Future Business Direction - The company aims to focus on the vehicle-mounted power supply sector while gradually expanding into non-vehicle-mounted high-voltage power systems, particularly in battery charging and discharging applications [2]