泰永长征(002927) - 2023年12月5日投资者关系活动记录表

Group 1: Product and Market Positioning - The company offers a full range of charging pile products from 7kW to 480kW, with capabilities to meet 1000V high-voltage fast charging needs [1] - The differentiation advantage lies in the integrated solutions for substation, distribution, and charging, leveraging years of technical accumulation in the power distribution field [1] - Key downstream customers include charging operators, large real estate groups, and public building projects, with ongoing focus on large charging operators and quality real estate groups [1] Group 2: Industry Challenges and Strategic Responses - The low-voltage electrical industry is highly competitive and market-driven, leading to a gradual decrease in gross profit margin due to increased performance in new energy and large industrial sectors [2] - The company is actively promoting cost reduction and efficiency improvement to adapt to dynamic market changes [2] - Future business layouts will focus on sectors such as 5G communications, new energy, smart grids, and high-end manufacturing, emphasizing innovation and digital transformation [2]