易事特(300376) - 易事特调研活动信息

Group 1: Company Overview and Business Direction - The company is optimistic about the long-term development of the photovoltaic industry, driven by decreasing prices of upstream raw materials and components, which facilitate investments in clean energy projects [2][3] - The company currently operates approximately 700 MW of self-owned photovoltaic power stations, primarily ground-mounted, with no plans for sale or significant expansion [3][4] - The company is focusing on sodium-ion batteries due to their lower production costs compared to lithium-ion batteries, abundant raw materials, and better environmental performance [3][4] Group 2: Research and Development Investment - In 2022, the company invested approximately 209 million yuan in R&D, an increase of 43.25% compared to the previous year, emphasizing the importance of maintaining high R&D intensity to enhance core competitiveness [4][5] Group 3: International Market Strategy - The company is expanding its overseas market presence, particularly in Europe, Africa, and Southeast Asia, with a focus on UPS/EPS products, charging piles, and photovoltaic inverters [4][5] - The company has completed dual certification for its AC and DC charging piles in Europe and is actively increasing its market share in the overseas charging pile sector [4][5] - The company plans to leverage its experience in power electronics and energy efficiency management to expand its market share in the "new energy + storage" and charging pile sectors [5]