易事特(300376) - 易事特调研活动信息

Group 1: Financial Performance - The overall gross profit margin of the company improved significantly in Q3 2023 due to a decrease in upstream raw material prices and better supply chain conditions [2][4] - The company expects the gross margin growth trend to continue throughout 2023, aligning with industry standards [4][6] Group 2: Research and Development - Increased R&D expenses are focused on power electronics conversion technology and energy efficiency management, particularly in energy storage systems, charging piles, and photovoltaic inverters [4][5] - New products include a 320kW string inverter with a maximum efficiency of 99.01%, designed to operate reliably in extreme environments [4][5] Group 3: Strategic Decisions - The company sold equity in two photovoltaic power station projects to improve cash flow and overall financial health, allowing for more investment in high-end power and new energy equipment R&D [5][6] - The introduction of sodium-ion batteries is aimed at enhancing product competitiveness, with expectations to reduce costs to about 50% of current market levels within 3-5 years [5][6] Group 4: Investor Relations - The investor communication event on November 2, 2023, facilitated detailed discussions about the company's operations and future directions [2][6] - The company emphasizes transparency and adherence to information disclosure regulations to ensure accurate and timely communication with investors [6][7]