盛弘股份(300693) - 2025年5月23日投资者关系活动记录表

Group 1: Charging and Swapping Business - The company's charging and swapping products include charging stations, charging modules, and battery swapping products, with various types such as DC charging stations and AC charging piles [2] - Charging modules cover power levels of 15kW, 20kW, 30kW, 40kW, and 60kW, while battery swapping products include horizontal and vertical cabinets with four or six paths [2] - The customer base for charging and swapping products is extensive, including charging operators, energy companies, and commercial vehicle operators [2] Group 2: Profitability and Market Strategy - The company maintains a relatively high gross margin in the charging and swapping sector, driven by technological innovation and optimization of product efficiency [3] - The company is actively pursuing a global strategy to enhance supply chain efficiency and customer value through localized services [3] Group 3: Energy Storage Market - The overseas revenue from the energy storage business has been significant, with the company focusing on maintaining close relationships with both domestic and international clients [4] - The company emphasizes project and supply chain management to ensure market scale and profitability in the energy storage sector [4] Group 4: Industrial Power Supply Products - The company's industrial power supply products include active filters (APF), static VAR generators (SVG), and uninterruptible power supplies (UPS), addressing issues like harmonic distortion and voltage fluctuations [5] - These products are applicable across over thirty industries, including high-end equipment manufacturing, oil and mining, and data centers [5] Group 5: Data Center Solutions - Products such as APF, SVG, and UPS are utilized in data centers to manage harmonic currents and stabilize power factors, thereby reducing energy costs [6] - The company is positioned to benefit from the growing demand for data centers and intelligent computing centers, with increasing capital expenditures in this area [6] - The company is committed to enhancing product effectiveness and reliability while adapting to diverse technical paths to meet market demands [7]