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苏文电能(300982) - 苏文电能投资者关系活动记录表
SWEETSWEET(SZ:300982)2023-10-27 12:46

Group 1: Financial Performance - The company has implemented sufficient management measures to address the impact of economic downturns, showing significant improvement in Q3 compared to Q2, although there is still a decline compared to the same period last year [1] - The company’s equipment business accounts for approximately 38% of total revenue, with high and low voltage distribution cabinets generating the highest revenue [2] Group 2: Business Development - The company is actively constructing its energy storage stations, with two stations currently in the debugging phase, and plans to rely on charging vehicles for revenue generation [2] - A new base in Shanghai is set to commence operations in mid-November, positioning it as a marketing and operations center for both national and global markets [2] Group 3: Risk Management - The fourth quarter is crucial for collections, and the company has established a detailed collection plan to strictly control operational risks [2] - The company is cautious in selecting clients during economic downturns, focusing on building strong partnerships with quality clients [3] Group 4: Market Outlook - The energy storage industry is still in its early stages, and the company remains optimistic about its future, anticipating growth driven by policy advancements and increasing customer demand [3] - The company’s overseas business primarily follows domestic clients abroad, focusing on the Southeast Asian market initially [3]