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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)2023-09-22 23:54

Group 1: Business Outlook - The company's subsidiary, Haina Energy Storage, focuses on commercial energy storage, new energy generation-side storage, and grid-side storage, with products including integrated machines, PCS, battery cabinets, and related storage equipment [1] - Haina Energy Storage employs advanced liquid cooling systems to enhance overall system efficiency and has a three-level fire protection system to ensure product safety [1] Group 2: Market Trends and Strategies - The company is optimistic about the future of commercial energy storage due to national and local policy support, widening electricity price differences, and significant reductions in lithium battery prices [2] - The company is actively developing solar-storage-charging energy stations, with ongoing projects in Changzhou and Nanjing, and plans to expand into other provinces such as Hunan, Guangzhou, Anhui, Henan, Tianjin, Shandong, and Zhejiang [2] Group 3: Business Development Focus - In the short term, the company prioritizes EPC power installation services and smart electrical equipment, which are already mature business areas [2] - In the medium to long term, the company is focusing on the solar-storage-charging station sector and digital energy sector [2] Group 4: Geographic Business Distribution - The company's business distribution ratio between provincial and non-provincial areas is approximately 3:7, with active market expansion in cities like Guangzhou, Anhui, Tianjin, Inner Mongolia, Zhejiang, Henan, and Chongqing [2]