A few days ago, Injet electric announced 2021 annual report, to investors to hand over a bright report card. In 2021, the company’s revenue and net profit both hit record highs, benefiting from the performance of high growth logic under the downstream expansion, which is gradually being realized.

As a science and technology enterprise, Injet Electric has always been adhering to r&d and innovation, driving the endogenous growth of the enterprise, and constantly digging the value of the whole industrial chain. At present, the photovoltaic and new energy industries with high prosperity are in the outbreak period. Yingjie Electric has sufficient orders in hand by releasing production capacity.

Injet Electric is one of the enterprises with strong strength and competitiveness in the field of comprehensive industrial power research and development and manufacturing in China, mainly focusing on the application of power electronics technology in various industrial fields, engaged in the R&D, production and sales of industrial power equipment represented by power control power supply and special power supply.

In 2021, Injet Electric achieved significant growth in both revenue and net profit. During the reporting period, the company achieved operating revenue of 660 million yuan, up 56.87% year on year, net profit attributable to the parent company was 157 million yuan, up 50.6% year on year, non-deduction net profit was 144 million yuan, up 50.94% year on year. Basic earnings per share of 1.65 yuan, up 46.02% year on year.

Performance high growth behind, and Injet electric’s core business growth is inseparable. The company’s sales revenue from photovoltaic industry was 359 million yuan, up 42.81% year on year, accounting for 49.66% of the revenue. The sales revenue from semiconductor and other electronic materials industry was 70.6757 million yuan, up 74.66% year on year, and the sales revenue from charging pile industry was 38.0524 million yuan, up 324.87% year on year.

Zheshang Securities on April 26 released a research report, Injet Electric photovoltaic semiconductor, charging pile order volume, benefit from the improvement of prosperity, layout of the above areas to open new space for growth, maintain yingjie electric “buy” rating.

Il business delle colonnine di ricarica procede bene e dovrebbe diventare il terzo maggior sostegno di performance dell'azienda

Contesto aziendale: dal 2016 al 2017, l'azienda ha costituito due filiali interamente controllate (Weeyu Electric e Chenran Technology) e sviluppato prodotti per colonnine con proprietà intellettuale indipendente basandosi sui vantaggi della piattaforma di alimentazione industriale, entrando così nell'industria delle colonnine per nuove energie. Nel 2020-2021, Weeyu Electric ha vinto due volte la Medaglia d'Oro Nazionale per l'Innovazione nel campo delle colonnine e il premio 2020 Top Ten Emerging Brands dell'industria cinese, con continuo aumento di notorietà e influenza.

Il business delle colonnine dovrebbe diventare il terzo maggior sostegno di crescita dell'azienda. Nel 2021, il business delle colonnine crescerà rapidamente e i ricavi hanno superato 40 milioni di yuan (meno di 10 milioni nel 2020). I nuovi ordini firmati registreranno una crescita di molte volte.

Da gennaio a febbraio 2022, il business delle colonnine ha iniziato a contribuire utili e a superare il punto di pareggio per l'operatività complessiva. Il mercato delle colonnine (attrezzature e gestione) è pari a varie volte quello del fotovoltaico e dell'alimentazione a semiconduttori e, se procede bene, dovrebbe aprire la terza polarità di crescita per l'azienda.

Vantaggio competitivo: ricerca e sviluppo tecnologico, sviluppo dei canali e supporto integrato dei servizi.

1) Vantaggio R&D: basandosi sul vantaggio di piattaforma della propria tecnologia di alimentazione industriale, l'azienda ha incrementato la ricerca e sviluppo e ha ottenuto numerosi brevetti, certificati ISO9001, CE. Il 27 gennaio 2021, l'azienda ha ottenuto il brevetto tedesco per il controller di potenza programmabile per colonnine di ricarica, e altri brevetti internazionali sono in fase di certificazione.

2) Vantaggio di canale: presenza sia nei mercati nazionali che esteri.

Domestic: The company has signed strategic cooperation agreements with Shu Dao Group (by the end of 2021, Shu Dao Group has 321 ying expressway service areas (including parking areas), accounting for about 80% of Sichuan province), and its products have covered more than 50 expressway service areas in sichuan province. At the same time, the company orderly promote business negotiations with Chengdu Communications, Chongqing Communications, Yunnan Energy Investment, Chengdu City investment, is expected to gradually increase volume after the implementation of the future.

Estero: l'azienda ha promosso prodotti per colonnine per nuove energie negli Stati Uniti e nelle Filippine, aprendo con successo il mercato estero, con numerosi ordini dall'estero.

Il business delle colonnine in patria e all'estero dovrebbe migliorare in modo sincrono.

3) Supporto integrato dei servizi: l'azienda ha capacità di soluzione integrata dalla ricerca propria, test di produzione, promozione e assistenza post-vendita. Offre consulenza pre-vendita per individuare rapidamente le esigenze e fornire soluzioni, servizio telefonico remoto 24h*7g, soluzioni entro un'ora, interventi in loco entro 48 ore e svolge attivamente formazione e follow-up per cogliere al meglio i cambiamenti delle esigenze dei clienti.

Weeyu electric has developed and manufactured charging piles for new energy vehicles, and has authorized more than 60 patents. The integrated power controller of charging pile developed by Weeyu Electric provides an efficient solution for the operation and maintenance of long-distance dispersed charging stations. The AC charging pile developed by Weeyu Electric is the first AC charging pile product that has passed UL certification in The United States in China.

The charging issue is considered to be the “last mile” of the EV industry’s promotion, which is crucial to the promotion and development of electric vehicles. It is estimated that in 2025, the global charging pile equipment market space is expected to reach 196.3 billion yuan, and the Chinese charging pile market space is expected to reach nearly 100 billion yuan, several times the market space of photovoltaic and semiconductor power supply. With the advantages of its own industrial power technology platform, the company has developed charging pile products with independent intellectual property rights and entered the new energy charging pile industry. It is estimated that the company’s charging pile business revenue will increase by 150% year-on-year from 2021 to 2023.