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伊戈尔(002922) - 2024年05月13日投资者关系活动记录表

Group 1: Product Applications and Market Demand - The main application areas for the company's step-up transformers are photovoltaic ground stations and energy storage, with voltage levels primarily at 35KV and below [1] - The company's distribution transformers are almost entirely exported, mainly to Central and South America and Southeast Asia, with a recent entry into the North American market [2] - The demand for distribution transformers in North America is currently high, with local delivery cycles reported to be over 2 years [2] Group 2: Production Capacity and Expansion - The company has planned new production capacity both domestically and internationally to meet overseas demand for distribution transformers, with domestic production concentrated in Jiangxi [2] - A new production base in Anhui is expected to be operational in Q2 2024, focusing on new energy products [2] - A factory in Mexico is under construction, expected to be completed in the second half of 2025, along with other expansion plans in various regions [2] Group 3: Financial Performance and Projections - The company aims for a revenue growth rate of no less than 25%, 50%, and 80% for the years 2024-2026, based on 2023 figures [2] - The net profit growth rate, excluding non-recurring gains and losses, is targeted at no less than 30%, 60%, and 90% for the same period [2] Group 4: Impact of Raw Material Prices - The rising price of copper, a key raw material for transformers, is expected to impact the company's cost structure, with strategies in place to mitigate this effect [3] - The company has mechanisms to adjust prices based on fluctuations in raw material costs, although there is a lag in price transmission [3] Group 5: Product Development and Market Trends - The company has been producing dry-type transformers for many years, with plans to expand this product line due to its broad application and market potential [3] - The company is actively developing incubated businesses, including vehicle-mounted inductors and charging piles, with expectations for significant sales growth in the near future [3]