易事特(300376) - 易事特调研活动信息

Group 1: Company Overview and Business Focus - The company's revenue for the first three quarters of 2023 shows that industrial digitalization and "new energy + energy storage" each account for nearly 50% of total revenue [2] - The company is committed to deepening its focus on industrial digitalization and "new energy + energy storage," leveraging years of accumulated technology and channel advantages [2][3] Group 2: New Energy and Storage Business - The core components of the "new energy + energy storage" business module include photovoltaic equipment, energy storage, and charging piles, which are seen as the company's second growth curve [3] - The company plans to expand its market share and influence in the "new energy + energy storage" sector by actively analyzing policies and increasing development efforts [3] Group 3: Supply Chain and Product Development - The company primarily sources IGBT chips from international suppliers, with a small portion from domestic sources, considering factors like customer demand, product pricing, and stability [3] - The supply situation for IGBT chips has improved significantly since the first half of 2022, with prices stabilizing and meeting the company's needs [3] Group 4: Solar Power Station Operations - The company currently operates nearly 600 MW of self-owned photovoltaic power stations, with most being ground-mounted and well-maintained [3] - The recent transfer of equity in photovoltaic projects aimed to improve cash flow and financial status, optimize the balance sheet, and reduce debt [3] Group 5: Sodium-Ion Battery Project - The company has a fully autonomous R&D capability for sodium-ion batteries, with a pilot line capable of producing 100 MW/Y [4] - The first generation of sodium-ion battery samples is currently undergoing testing, with expectations to reduce production costs by 50% over the next 3-5 years as processes mature [4] Group 6: Investor Relations and Communication - The company emphasizes transparency and compliance with information disclosure regulations during investor communications [4] - Future investor engagement activities will continue to provide insights into the company's operational status and core value [4]