银河电子(002519) - 银河电子调研活动信息

Group 1: New Energy Business - The company's new energy business includes lightweight precision structural components, energy storage and microgrid services, and charging pile operations [1] - Lightweight precision structural components are primarily operated by Yidu Intelligent, serving major clients in the new energy sector such as Sungrow Power, CATL, and Trina Storage [1] - The energy storage business is developed in collaboration with Suzhou Times Huajing New Energy Co., Ltd., focusing on commercial and residential energy storage solutions [2] Group 2: Future Planning and Market Positioning - The company plans to enhance its structural component business by leveraging opportunities in the new energy sector, increasing technological upgrades, and improving smart manufacturing capabilities [2] - The company is focusing on small commercial energy storage projects below 200 kWh, with product development and testing ongoing, aiming for market launch in the second half of the year [2] - The international market for energy storage products is primarily targeted at high-end markets in Europe, North America, Australia, and Southeast Asia [2] Group 3: Military and Digital TV Business - The military business is expected to maintain good development, with a new order of CNY 660 million for technical support equipment scheduled for delivery this year [3] - The smart digital TV terminal business is stable, with plans to leverage accumulated digital technology for product development in optical communication and networks [3] - The overall development strategy focuses on building a "Technology Galaxy," emphasizing talent-driven growth and seeking partnerships in the new energy and digital economy sectors [3]