迦南智能(300880) - 迦南智能投资者关系管理信息

Group 1: Market Demand and Company Strategy - The development of smart microgrid technology is essential to meet the demands of the energy era, providing flexible and stable regulation capabilities for the power system and promoting efficient use of clean energy [2] - The company faces risks due to high customer concentration, primarily relying on power grid companies for its revenue, which is closely tied to their investment scale and development plans [2] - To mitigate customer concentration risks, the company is focusing on product innovation, quality improvement, and service enhancement to increase product visibility [2] Group 2: International Expansion and Market Share - The company is currently exporting smart meters mainly to Southeast Asia, South America, and Africa, utilizing various export modes such as complete machine export and technology output [4] - The company aims to expand its overseas market share by enhancing local services and responding promptly to customer needs, as well as considering joint ventures or acquisitions to accelerate market entry [4] - As of November 2024, the market share of DC charging piles with a power rating exceeding 240kW is 11,000 units, accounting for 7.52% of the total [5] Group 3: Future Developments and Standards - The new standards for smart meters from the State Grid are expected to begin bidding next year, but product pricing remains uncertain and will depend on the announcements from the State Grid [2] - In response to national policies, the company established a wholly-owned subsidiary, Zhejiang Jiacheng Intelligent Electric Technology Co., Ltd., to engage in the "photovoltaic storage and distribution integration" investment and operation sector [5]