易事特(300376) - 易事特调研活动信息

Group 1: Company Overview and Investor Relations - The investor relations activity was held on September 15, 2023, at the company's meeting room in Dongguan, focusing on communication with specific investors [2][3]. - The meeting was attended by key company representatives, including the board secretary and securities representatives, who provided insights into the company's operations and future directions [3]. Group 2: Sodium-Ion Battery Development - The company is entering the sodium-ion battery industry to replace lead-acid batteries used in UPS, EPS, and data centers, aiming to enhance its energy storage business [3][4]. - Sodium-ion batteries are advantageous due to the abundant availability of sodium, leading to lower production costs compared to lithium-ion batteries, which face material volatility [3][4]. - The operational temperature range for sodium-ion batteries is between -40°C to 80°C, demonstrating better performance in extreme conditions compared to lead-acid batteries [3][4]. Group 3: Current Power Station Capacity - The company currently holds nearly 700 MW of power stations, primarily ground-mounted centralized stations, with plans to develop new photovoltaic stations under a pre-acquisition model [4]. Group 4: Technological Focus and Future Directions - The company employs a stacking process for sodium-ion batteries, which optimizes space utilization and enhances cycle performance, with a cycle life exceeding 3000 cycles [4]. - Future development will focus on three key areas: photovoltaics, energy storage, and charging stations, forming a "new energy + storage" business module [4]. Group 5: Competitive Advantages in UPS High-End Power Supply - The company boasts a comprehensive supply chain and advanced production lines, ensuring quality and delivery speed for high-end UPS products [5]. - It has established a robust marketing network in domestic and international markets, facilitating timely product maintenance and support for customers [5]. - Continuous investment in niche markets and partnerships will strengthen the company's competitive edge in high-end power supply solutions [5].