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永福股份(300712) - 2025年5月14日投资者关系活动记录表
YongfuYongfu(SZ:300712)2025-05-14 14:44

Group 1: Company Strategy and Business Focus - The company focuses on the transition to low-carbon, digital, and intelligent energy solutions, emphasizing its mission to make electricity cleaner and smarter [2] - The business strategy is summarized as "one body and two wings," with the core business including planning consulting, new energy, clean energy, energy storage, and smart grid solutions [2] - The company has developed comprehensive zero-carbon power system service capabilities through continuous innovation and business expansion [2] Group 2: Rural Revitalization and Digital Initiatives - The company actively participates in rural revitalization, particularly in the "photovoltaic+" sector, offering high-quality distributed energy storage system products [3] - The "Green Beautiful Village" series products are designed to promote energy supply transformation in rural areas, providing solutions like household photovoltaic power stations and photovoltaic cultural stages [3] Group 3: Overseas Market Development - The company has established a localized resource system in overseas markets, focusing on Southeast Asia, South Asia, Africa, and the Middle East, with a comprehensive capability layout in new energy, energy storage, and digital energy [3] - Current overseas project execution and payment collection are reported to be normal and orderly [3] Group 4: Zero-Carbon Initiatives - The company possesses the capability to support the green transition of the power energy sector, integrating new energy, grid, energy storage, and smart operations [4] - It aims to provide comprehensive zero-carbon power solutions, products, and services across all stages and scenarios [4] Group 5: Market Performance and Challenges - The company's stock price is influenced by various factors, including macroeconomic conditions, policy factors, and market sentiment, despite an increase in project announcements [5] - The company emphasizes strategic leadership and aims to enhance operational quality to support market value growth [5] Group 6: Ongoing Projects - Current projects include the Xiamen energy storage demonstration platform, a 210MW offshore wind project in Wenzhou, and a 100MW wind project in Jiangxi, among others [6]