泰永长征(002927) - 2023年5月12日投资者关系活动记录表

Group 1: Company Overview and Product Applications - The company specializes in dual power automatic transfer switches (ATS) for critical applications in rail transportation, healthcare, data centers, and energy industries, ensuring continuous and reliable power supply [2] - The ATS can switch power sources in less than 8ms, providing essential protection against voltage fluctuations [2] - The company has established a strong presence in the data center sector, collaborating with major operators and participating in significant projects like Tencent's data center [2] Group 2: Competitive Advantages - The company holds multiple core patents in low-voltage electrical products, positioning itself as a high-end brand in the mid-to-low voltage electrical industry [3] - It offers comprehensive solutions across various sectors, including smart substations, distribution, and charging systems, catering to diverse customer needs [3] - The company has a well-established marketing network and a specialized team, enhancing its ability to develop strategic customer relationships [3] Group 3: Charging Station Products - The company’s charging stations cover a range from 7kW to 480kW, with over 80% of AC charging stations being self-manufactured [3] - The primary focus is on AC charging stations, with plans to expand the promotion of DC charging stations in the future [3] - Despite fierce competition in the domestic market, the company maintains a gross profit margin above the industry average for its charging products [3] Group 4: Future Business Focus - The company aims to enhance its brand strategy and increase R&D investment, aligning with national dual carbon strategies and new infrastructure initiatives [3] - It plans to deepen its involvement in the 5G communication sector and smart distribution network construction [3] - The company is actively pursuing opportunities in the domestic market to support sustainable growth [3] Group 5: Financial Performance and Market Challenges - The gross profit margin for distribution electrical and network equipment has declined due to rising material costs and intensified market competition [3] - Despite these challenges, the company’s gross profit margin remains competitive within the industry [3]