奥海科技(002993) - 2025年3月5日投资者关系活动记录表

Group 1: Company Overview and Product Capabilities - The company has over ten years of experience in three-electric control technology, primarily providing control systems for new energy vehicles, including electric and hybrid cars [2]. - The company has developed over 1 million sets of distributed electric control products, including motor control units (MCU), battery management systems (BMS), and vehicle control units (VCU) [4]. - The company’s server power products cover a power range from 550W to 8000W, serving major clients in the server manufacturing and internet sectors [8]. Group 2: New Energy Vehicle and Robotics - The company is actively pursuing global manufacturing and strategic partnerships to expand its presence in the new energy vehicle market [5]. - The company’s robotics battery products align with existing high-power chargers and electric vehicle charging guns, indicating compatibility with mainstream robotic products [5]. - The company is involved in the development of various robotic products, including AGV handling robots and cleaning machines, leveraging its existing technology [5]. Group 3: AI Integration and Product Development - AI is expected to drive demand for high-power chargers, with many smartphones now featuring 100W fast charging capabilities [6]. - The company has launched its first generation of AI smart chargers, which can learn user charging habits and provide voice-activated features [6]. - AI is enhancing product design and simulation processes, leading to cost reductions and innovation in technology [7]. Group 4: Renewable Energy and Inverter Solutions - The company is developing single-phase and three-phase inverters and energy storage products, utilizing its technological platform and supply chain advantages [9]. - The company is transitioning from basic inverters to multifunctional integrated solutions, aiming to capture opportunities in the energy electronics sector [9]. - The company has capabilities in integrated energy storage and charging systems, covering the entire application chain from generation to consumption [9].