Sinexcel Electric(300693)2025-02-19 10:02Group 1: Market Competition and Strategic Adjustments - The company faces severe market competition across all segments and plans to implement strategic adjustments through technology innovation, supply chain management, internal management enhancement, sales channel expansion, and global layout [2][4]. Group 2: Product Applications in Data Centers - The company offers various products for data centers, including active filters, static reactive power compensators, capacitors, three-phase imbalance adjustment devices, dynamic voltage regulators, low-voltage line voltage regulators, uninterruptible power supplies (UPS), laser generator power supplies, unified power quality regulators (UPQC), and energy storage PCS [2][3]. Group 3: Advantages in Power Quality - As one of the earliest developers of low-voltage power quality products, the company has pioneered the use of three-level modular technology in this field. Its power quality products cover harmonic treatment, reactive power compensation, voltage sag protection, and industrial UPS, demonstrating a leading position in significant projects across various industries [4]. Group 4: R&D Investment Focus - Future R&D investments will continue to focus on industrial power supply (power quality + industrial power), new energy power conversion equipment, electric vehicle charging services, and battery testing and formation equipment, with ongoing efforts to explore new application scenarios and develop innovative products [4]. Group 5: Impact of Policy Changes - The recent policy by the National Development and Reform Commission and the National Energy Administration emphasizes market-driven pricing for new energy, shifting the demand for energy storage from policy-driven to value-driven. This change may initially impact energy storage installation volumes but will ultimately promote high-quality, market-oriented development in the industry [5][6].