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国力电子：大功率磁控管业务已实现小规模批量供货，客户端深度绑定头部MPCVD设备厂商_我的网站
A | 7月20日，国力电子（688103.SH）发布投资者关系活动记录表。
Central China's Hunan Province, a key locality in developing trade ties with African countries, aims to ramp up its foreign trade with Africa to 80 billion yuan ($11.86 billion) by 2028, according to a three-year action plan posted on the provincial government's website on Sunday.
The action plan focuses on 12 key African countries, aiming to build about 10 landmark projects involving production capacity cooperation and create one or two pilot projects under the "Two Countries, Twin Parks" model. The plan also aims to establish a service system for economic and trade cooperation with Africa.
The action plan highlights six of the province's competitive industries - mining, automobiles and parts, construction machinery, medical devices, modern agriculture, and green energy - and specifies differentiated and industry-specific development paths to form a full-chain and actionable road map.
The road map is one of the seven major measures outlined by Hunan to further improve trade and economic cooperation with African countries. The move is also aimed at tapping into a national policy that took effect on May 1, which expanded zero-tariff treatment to cover 53 African countries that have diplomatic relations with China.
In 2025, Hunan's trade with African countries totaled 58 billion yuan, ranking first for the seventh consecutive year among China's central and western provinces.
A Chinese analyst said on Sunday that as a locality and free trade zone that pioneers in China's trade and economic cooperation with African countries, Hunan enjoys a high level of industrial complementarity with African trading partners. Deepened cooperation between China and Africa will have particular significance amid the global headwinds of protectionism, said the analyst.
"The province's leading construction machinery sector could fit African countries' need to upgrade their raw material trade greatly and boost local industrialization. There is a perfect match of advanced Chinese production capacity with local development needs by these countries seeking to diversify their exports category," Song Wei, a professor at the School of International Relations and Diplomacy at Beijing Foreign Studies University, told the Global Times on Sunday.
Hunan has in recent years beefed up exchange and training programs for African experts, and emerging sectors such as agricultural products processing will serve as the new growth drivers of the province's cooperation with trading partners on that continent, building on the new opportunities brought by China's opening-up and a notable rise in African agricultural exports to China, Song said.
In particular, the action plan calls for improving supporting facilities for mining projects in Africa, expanding the scale of resource shipments back to China, boosting exports of mining equipment, and gradually building mining testing laboratories and setting up an investment fund for exploration in Africa in the mining sector.
The province also looks to increase exports of knocked-down vehicle kits, explore ride-hailing markets in key African countries, and expand used car exports in the automotive and parts sector and speed up product market certification to promote exports of medical equipment and supplies through China-Africa friendship hospitals in the medical device sector.
In the construction machinery sector, the action plan calls for improving alignment with Chinese-invested major infrastructure and mining engineering projects in Africa, expanding exports of branded machinery, and promoting exports of remanufactured construction machinery.
For modern agriculture, the province will set up integrated centers in Africa for agricultural machinery production, sales, and services, simultaneously cultivate projects that integrate production and trade, and coordinate the expansion of exports of competitive products and imports of distinctive African agricultural products.
In the first seven months of 2026, China's total trade with Africa reached 1.66 trillion yuan, up 18.9 percent year-on-year, closely trailing the growth rate of ASEAN at 20 percent year-on-year and making it one of China's fastest-growing trade partners.
The value of exports to Africa grew by 20.4 percent while that of imports shot up by 16.4 percent.
。其中提到，大功率磁控管是MPCVD设备的核心器件，为设备提供稳定大功率微波能量。应用场景覆盖人造钻石、功率器件散热、第四代半导体、光学声学等高端精密场景。公司是国内少数可稳定量产大功率MPCVD设备磁控管的企业，致力于打破海外产品长期垄断格局，持续推进MPCVD设备核心器件的国产化替代。
B | 业务推进稳步有序，已实现小规模批量供货，客户端深度绑定头部MPCVD设备厂商。
C | 另外表示，新能源板块是公司营收基本盘，整体业务推进节奏稳定。高压直流接触器交付稳定、客户粘性较强；新一代多合一模块化高压控制盒、轻量化配电装置等高端集成产品已实现批量供货，目前已构建完善的国内外优质客户体系，覆盖国内主流整车、电控及电池头部企业，同时落地海外高端车企供应链；风光储领域已成功进入阳光电源（300274.SZ）、特变电工（600089.SH）等行业龙头供应链，市场口碑与行业认可度持续提升。整体来看，新能源行业扩容趋势明确，公司产品迭代与市场拓展节奏匹配行业需求，具备持续迭代的业绩成长潜力。
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