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海能实业(300787) - 2023年11月2日投资者关系活动记录表
CE LINKCE LINK(SZ:300787)2023-11-02 14:52

Group 1: Company Overview - The company is HaiNeng Industrial Co., Ltd., with stock code 300787 and bond code 123193 [1][2]. Group 2: Investor Relations Activity - The investor relations activity took place on November 2, 2023, at 15:00 in Dongguan, China [2]. - Participants included various investment firms such as JinXin Fund, MuGua Investment, and others [2]. Group 3: New Energy Business - The new energy business is divided into outdoor storage and household storage, with products developed ranging from 300W to 3000W [2][3]. - The outdoor storage products primarily target existing customers, making market development easier [3]. Group 4: Overseas Market Insights - The overseas storage market is expected to have good opportunities, particularly in regions like South Africa, Europe, and Australia due to power shortages and high electricity costs [3]. - Two sales models for outdoor storage in overseas markets include collaboration with distributors and direct sales to small retailers or installers [3]. Group 5: Workforce and Production - Employee numbers fluctuate based on order conditions, with a trend of lower numbers at the beginning of the year and higher numbers later [3]. - The construction of the HaiYang factory in Vietnam is progressing, with land contracts signed and expected completion of design and construction applications by the end of this year [3].