Yongfu(SZ:300712)2022-11-11 00:39Group 1: Company Overview and Future Plans - The company focuses on the household photovoltaic sector, responding to national policies such as the dual carbon plan and rural revitalization strategy, by innovating business models centered on standardized design and intelligent operation [1] - The company aims to create value for customers through a comprehensive information management platform for household photovoltaic systems, offering prefabricated products to meet large-scale development needs [1] Group 2: Competitive Advantages - Strong order acquisition capability, with established long-term partnerships with major state-owned and local power investment companies, leading to high investor recognition [2] - Product advantages include high cost-performance, safety, and reliability of prefabricated household photovoltaic systems, supported by standardized design and industrialized production [2] - Cost advantages achieved through refined management and information technology, leading to effective cost control [2] - The company has a significant operational model advantage by offering a "package operation + guaranteed power generation + high share of excess generation revenue" model, reducing investor risk and enhancing profitability [2] Group 3: Business Development Directions - The company is transitioning from a power system integrator to a comprehensive energy service provider, focusing on new energy, energy storage, and digital energy sectors [2] - New business segments, "Yongfu Green Energy" (household photovoltaic) and "Yongfu Digital Energy," have been launched, with several self-developed products being implemented [2] Group 4: Energy Storage and High Voltage Achievements - The company provides consulting, design, and EPC services for energy storage stations, and has developed proprietary energy storage system products [2] - It has participated in significant projects, including the State Grid's Datong Thermal Power Energy Storage Project, establishing benchmarks for comprehensive engineering services [2] - The company holds the highest qualification in power design and has engaged in 12 high-voltage transmission line projects, gaining extensive project experience [3] Group 5: Offshore Wind Power Technology - The company has been involved in offshore wind power since 2015, with a strong technical team and recognized achievements in the field [3] - It has developed advanced suction pile technology, which reduces material costs and construction time, receiving broad recognition from project owners [3]