Shiyun Circuits: The company has established partnerships with multiple overseas new energy companies and leading domestic solar and storage enterprises, with continuous bulk product supply.

Everyday AI News: An investor asked on the investor interaction platform: In the context of the “coordinated calculation of electricity” new infrastructure being included in the government work report for the first time, the development of the energy storage industry has become increasingly critical. The energy storage business is an important component of your company’s revenue, and the company is a major PCB supplier for Tesla’s energy storage, while also covering clients from Europe and the United States such as Eaton, ABB, Mitsubishi, Bosch, as well as photovoltaic companies and domestic energy storage enterprises. Your company currently has a full order book for energy storage. Can you tell us if the company’s current capacity planning can meet the continuous increase in downstream orders? Regarding the growth of domestic and international energy storage businesses, is the introduction of new customers smooth, and are there any medium- to long-term capacity expansion plans?

Shiyun Circuit (603920.SH) stated on March 26 on the investor interaction platform that the company attaches great importance to the development of the energy storage business. The energy storage business has a full order book, and the current domestic production base can ensure the production and delivery of energy storage PCB products, with product yield and delivery efficiency meeting customer requirements. In terms of new customer introduction, the company has established cooperative relationships with several overseas new energy companies and leading domestic photovoltaic storage companies while consolidating existing customer cooperation, with continuous bulk supply of products. At the same time, the company is actively cooperating in the research and development of high-efficiency and high-reliability new products for the HVDC 800V high-voltage power supply architecture. In the future, the company will rely on the high-end capacity construction of its Thailand factory and the Xinchuangzhizai project to continuously enhance the production capacity scale of high-end PCB products on the electrical side, while adjusting capacity planning in a timely manner according to the growth and changes in energy storage market demand, thereby further enhancing the company’s market supply capability in the energy storage PCB field.

(Reporter Wang Xiaobo)

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