Yongfu(SZ:300712)2022-11-11 13:18Group 1: Company Overview and Competitive Advantages - The company has comprehensive competitive advantages in the household photovoltaic sector, including strong order acquisition capabilities and long-term stable partnerships with local power investors [1] - The company has established a high-performance, safe, and reliable prefabricated household photovoltaic power station product based on "standardized design + industrialized products + intelligent operation and maintenance" [1] - The company has a strong market presence, deeply rooted in the power energy industry, and maintains high recognition among investors [1] Group 2: Qualifications and Industry Standing - The company possesses the highest qualification level in the power industry, which is the Class A qualification for engineering design (power industry) [2] - Recently, the company obtained the highest level of engineering survey qualification, enhancing its core competitiveness and market expansion capabilities [2] Group 3: Business Operations and Financial Performance - The company operates under a "package operation and maintenance + guaranteed power generation + high proportion of excess power revenue sharing" model, which reduces investor risk and strengthens the company's profitability [2] - The overall gross profit margin remains stable across various business types, with fluctuations mainly due to changes in business composition [2] Group 4: Client Base and Market Expansion - The company's clients primarily consist of state-owned enterprises in sectors such as electricity, petroleum, chemicals, steel, and telecommunications, maintaining long-term stable relationships [3] - The company is actively expanding its market presence to cater to a diverse range of investors in the growing renewable energy sector [3] Group 5: Offshore Wind Power Technology - The company has advanced technology in offshore wind power, recognized as a leading enterprise in offshore wind engineering technology in 2020 [3] - The suction pile technology used by the company offers significant advantages in efficiency, cost savings, and environmental impact, with potential savings of nearly 10 million yuan per foundation in projects like the Fujian Changle offshore wind project [3]