易事特(300376) - 易事特调研活动信息(2)

Company Overview - Easystar was established in 1989, focusing on UPS power supply and electronic power conversion technology, with a commitment to industrial digitalization and the "new energy + storage" sectors [2][3] - The company has developed three strategic business segments: smart power supply, data centers, and new energy & storage [3] Financial Performance - In the first half of 2023, the company reported revenue of CNY 2.624 billion, a year-on-year increase of 3.26%, and a net profit of CNY 281 million, up 14.73% [4] - New energy business accounted for 53.39% of total revenue in the first half of 2023, showing a significant year-on-year growth of 134.56% [4] Overseas Business Development - The company adopted an "OEM + own brand" strategy for overseas markets, achieving revenue of CNY 329.38 million from international sales, which represents 12.55% of total revenue, with a year-on-year growth of 9.91% [4] - Plans to expand in North America and Europe, focusing on new energy and storage solutions [4] Storage Solutions - The company has extensive experience in energy storage systems and offers a full range of storage inverter products [4] - The storage business is expected to grow significantly, supported by favorable policies and decreasing lithium carbonate prices [4] Charging Infrastructure - In 2023, the company is optimistic about the charging pile market, driven by supportive government policies and increasing demand from the growing electric vehicle market [5] - The company has developed new charging products suitable for European and North American standards, with major clients including state-owned enterprises and automotive manufacturers [5] Research and Development - The company has over 800 patents and software copyrights, with a strong focus on R&D in high-end power equipment, data centers, and new energy products [6] - Plans to invest in sodium-ion battery technology to enhance competitiveness in the energy storage sector [6][8] Market Outlook - The renewable energy sector is expected to grow, with significant increases in solar and wind energy contributions to the energy mix [7] - The company aims to leverage its strengths in smart microgrids and energy storage to capture more market share in the renewable energy field [7]