Event: according to the official account of Xinyun, the company and Guangzhou Baiyun Public Asset Operation Co., Ltd. reached a strategic cooperation agreement, the two sides will focus on the construction of new energy vehicle after service, smart city development as the fulcrum of the scene service network.
The iteration of battery technology brings opportunities to reshape the charging network, and with the rise of Kirin, Nebula will become the most dazzling star in Ningde's future 4C and post-electricity service strategy. With the release of the third-generation CTP Kirin in the Ningde era, leading the power battery to enter the new round of competition of 1000+KM life and 4C charging rate, the related supporting technology will accelerate the iteration. The demand for 800V voltage platform models launched by 4C fast charge matching car companies is a changing inventory to promote the industry to enter the super fast charge era. The high-power DC charging post of the Nebula and the converter combined with ultra-high precision quasi-charge and discharge technology perfectly improve the system performance, and together with Ningde era and Times Nebula, the optical storage and inspection overcharge station scheme is constructed together with Ningde Times Nebula. The security hidden danger caused by the increase of power load in the regional power grid is effectively solved. In line with the Ningde power service strategy, matching the energy storage race track is expected to be promoted on a large scale.
The "optical charge, storage and inspection" power station is a new generation of products that meet the new requirements of the power grid and realize technological upgrading by leaps and bounds.
At present, the core elements restricting the development of overcharge network are two points: one is to match stable, safe and efficient overcharge equipment, and the other is to reduce the load on the local power grid. At the technical level, through the testing service business carried out in the Ningde era, the Nebula closely tracks the cutting-edge trend of the development of battery technology, and its 1000V platform is perfectly suited to Ningde Kirin battery and other 800V platform battery products. at the same time, through the injection of battery testing technology to ensure the stability and safety of the battery during overcharge. In terms of power grid reliability, in order to cope with the short-term increase in power grid load caused by overcharging, overcharging + energy storage (first proposed by the company) will become a solution to balance the cost and reliability of power grid expansion, and "optical storage, charging and inspection" power stations will also become revolutionary products for a new generation of overcharging network.
The layout of a new generation of power stations has been launched one after another, and demonstration projects have been accelerated to the ground. The "Optical Storage, charging and Inspection Intelligent overcharging Station" is an urban intelligent energy system jointly built by Xinyun shares and cooperative enterprises. It is an intelligent overcharging station with lithium battery testing, energy storage and charging piles as the core elements. The Nebula mainly provides key technical support such as energy storage converter, DC charging pile and nebula intelligent energy cloud platform. At present, the intelligent overcharging station for optical storage and charging has been built in Fuzhou, Ningde, Longyan, Yibin and other areas. Recently completed the contract with Guangzhou Baiyun District, with the completion of the project construction, the company's energy storage sector business income is expected to grow at a high speed.
Profit forecast: the company is expected to achieve a net profit of 1.53 million yuan from 2022 to 2024, corresponding to a net profit of 390 million yuan for PE, which is 16.0 times higher than that of 23.3 pound, maintaining a "buy" rating.
Risk hint: the development of the new energy vehicle industry is not as expected; the competition in the industry is intensified.
