能辉科技(301046) - 能辉科技调研活动信息

Group 1: Photovoltaic Power Station Projects - As of June 30, the company has 16 photovoltaic EPC projects in hand, with a total uncompleted contract amount exceeding 1 billion yuan, including 10 centralized photovoltaic power station projects. Performance is expected to reflect in Q3 and Q4 as existing projects progress [1] - The company has 16 household distributed photovoltaic EPC projects, with a total uncompleted contract amount nearing 400 million yuan. Performance from these projects is anticipated in Q3 and beyond [2] Group 2: Electric Heavy Truck Battery Swap Business - The company signed an investment contract with the local government of Luoshan County, Henan Province, to establish a research and production base for electric heavy truck energy storage battery assemblies and charging/swap equipment [3] - The initial phase includes a collaboration to launch 100 battery swap heavy trucks, aiming to create a large-scale operational ecosystem for electric heavy trucks and charging stations, focusing on the southern Henan and northern Hubei regions [3]