Company Overview - Established in 2004, the company began R&D in photovoltaic cables and obtained TÜV certification in 2009 [3] - Started R&D in new energy vehicle cables in 2006, obtained TÜV certification for charging cables in 2012, and expanded into high-voltage in-vehicle cables, charging gun cables, and charging pile cables [3] - Entered the energy storage cable market in 2019, obtaining TÜV certification [3] - Focuses on technological innovation and green, low-carbon economic development, contributing to China's dual-carbon goals [3] Market Trends and Strategy - Photovoltaic cable market share has declined in recent years due to capacity reallocation to new energy vehicle cables [3] - The photovoltaic industry is transitioning from government-subsidized to market-driven, with cost reductions and grid parity driving growth [3][4] - The new energy vehicle market is growing rapidly, supported by government policies and the dual-credit system, increasing demand for high-voltage in-vehicle cables [5] Product Development and Innovation - Photovoltaic cables are widely used in solar panels, junction boxes, connectors, and inverters, with partnerships with major manufacturers like JinkoSolar and Canadian Solar [3] - Developed lightweight, high-performance liquid-cooled charging cables for supercharging stations, with a maximum current of 800A and a cable diameter of 30mm [4][5] - Holds patents for liquid-cooled high-current DC charging pile cables and liquid-cooled high-voltage cables [4] - Plans to focus on industrial robot cables based on market developments [4] Industry Collaboration - Participated in drafting the "Technical Specification for Certification of Liquid-Cooled Cables for Electric Vehicle Charging" [4] - Collaborated with other industry players to develop small-diameter, lightweight, high-power liquid-cooled charging cable designs and processing techniques [4]
鑫宏业(301310) - 2023年6月25日投资者活动记录表