HANGZHOU ZHONGHENG(SZ:002364)2022-12-03 10:26Group 1: Market Evolution and Industry Space - The company is focusing on R&D in the communication field to meet the demands of 5G network development, including the launch of a series of products for 5G macro stations, indoor distribution networks, and pole station energy solutions [1] - The development of HVDC centralized long-distance power supply technology aims to provide comprehensive power distribution solutions for various 5G network applications, addressing the rapid deployment and efficient operation needs of data centers [2] Group 2: HVDC Technology Value and Positioning - HVDC is a core mature product developed by the company, which enhances backup power equipment and ensures reliable power supply with high efficiency and safety [2] - The company plans to leverage HVDC technology to integrate energy storage and develop comprehensive energy solutions, promoting the upgrade of power supply facilities across various industries [2] Group 3: Charging Operations and Market Opportunities - The company has partnered with Xiaoju New Energy for charging operations, achieving a single charging pile utilization rate of over 99.84% and an average daily charging duration of over 18 hours [2] - This collaboration aims to shorten the investment payback period and reduce construction costs, opening up significant market opportunities for charging pile operations [2] Group 4: Ubiquitous Power IoT Construction - The company is focusing on the construction of a ubiquitous power IoT, leveraging its energy internet cloud platform for efficient energy management and integration [2] - Recent project wins, such as the Cangzhou "Three Supplies and One Industry" power facility separation and transformation project, will support the development of comprehensive energy services and integrated solutions [2]