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迪森股份(300335) - 2022年12月14日投资者关系活动记录表
DEVOTIONDEVOTION(SZ:300335)2022-12-15 12:24

Group 1: Company Overview - The company's strategic positioning is as a "comprehensive clean energy service provider," focusing on "using less energy and using green energy" [2] - The company has nearly 30 years of experience in the energy sector, establishing itself as a practitioner of green electricity consumption [2] Group 2: Business Segments - The company develops both B-end (industrial and large commercial users) and C-end (residential and commercial) businesses [2][3] - B-end business provides clean energy equipment and comprehensive energy operation services, while C-end focuses on energy solutions for residential and commercial clients [3] Group 3: Equipment Manufacturing - The company holds top national qualifications for special equipment design and manufacturing, including A-level boiler manufacturing licenses and A2-level pressure vessel design licenses [3] - The company is actively upgrading its energy equipment manufacturing from clean energy to new energy sectors, with products like crystal furnaces and biomass boilers [3][4] Group 4: Operational Strategy - As of September 30, 2022, the company has 26 operational projects, with plans to optimize project quality through equity transfers or asset sales [5] - Future focus will be on selecting high-quality biomass and other new energy projects that align with national industrial policies to drive B-end operational growth [5] Group 5: Product Development and Market Strategy - The company integrates low-carbon concepts into the entire process of wall-hung boiler technology innovation and product development [5] - The retail market strategy emphasizes expanding the southern market while gradually covering the western regions, with retail business share increasing in the sales structure [5] Group 6: Certification and International Expansion - The company’s heat pump products have obtained ERP certification, and CE certification is progressing as planned [4] - The company is actively building an overseas sales team for heat pumps and leveraging existing resources to expand into international markets [5]