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迪森股份(300335) - 2023年02月08日投资者关系活动记录表
DEVOTIONDEVOTION(SZ:300335)2023-02-09 10:28

Group 1: Company Overview - The company positions itself as a "comprehensive clean energy service provider," focusing on "reducing energy consumption and utilizing green energy" [2] - With nearly 30 years of experience in the energy sector, the company has established a strong reputation as an "energy efficiency expert" [2] - The company operates both B-end (industrial and large commercial users) and C-end (residential and commercial energy users) businesses, providing comprehensive energy solutions [2] Group 2: Equipment Manufacturing - The company holds top national qualifications for special equipment design and manufacturing, including A-level boiler manufacturing licenses and ASME certifications [3] - It is actively upgrading its energy equipment manufacturing from clean energy to new energy sectors, focusing on products like crystal furnaces and biomass boilers [3] - The company aims to expand its production scale in new energy equipment while planning for hydrogen energy storage and transportation equipment [3] Group 3: B-end Operations - The company is working on energy structure adjustments to fully replace traditional energy with clean energy, creating high-quality demonstration projects [4] - Future projects will focus on biomass and other new energy projects that align with national industrial policies, utilizing "Industrial Internet +" for efficient energy use [4] Group 4: C-end Solutions - The company has developed a comprehensive solution for comfortable living, integrating systems for heating, cooling, air quality, and water purification [4] - It aims to create a safe, convenient, comfortable, and energy-efficient home environment, focusing on the retail market for gas wall-hung boilers and heat pumps [4] Group 5: Profitability and Market Strategy - The company plans to improve profit margins by reducing costs, optimizing sales channels, and adjusting product structures [4] - It emphasizes the importance of expanding its market share in heat pump products, both domestically and internationally [5] - The company is committed to integrating low-carbon concepts into its wall-hung boiler technology and product development [5]