Financial Performance - The total revenue for the year 2022 was ¥6,285,116,746.33, representing a decrease of 5.92% compared to 2021[34] - The net profit attributable to shareholders was ¥378,343,919.83, down 43.54% from the previous year[34] - The basic earnings per share decreased by 46.85% to ¥0.3459[34] - The company reported a cash flow from operating activities of ¥474,516,240.91, a decrease of 11.22% from the previous year[34] - The weighted average return on equity was 7.65%, down from 21.04% in 2021[34] - Total operating revenue for 2022 was ¥6,285,116,746.33, a decrease of 5.93% from ¥6,680,492,083.22 in 2021[128] - Operating profit for 2022 was ¥447,424,194.34, a decline of 46.0% compared to ¥829,430,089.38 in 2021[128] - The total profit for the year was approximately ¥451.61 million, a decrease of 46% compared to ¥837.08 million in the previous year[148] - The net profit attributable to shareholders of the parent company was approximately ¥378.34 million, down 43.5% from ¥670.12 million year-on-year[148] - The total comprehensive income for the year was CNY 378,343,919.83, compared to CNY 406,717,231.27 in the previous year, showing a decrease of 7.0%[177] Assets and Liabilities - The total assets at the end of 2022 were ¥11,323,842,274.58, an increase of 16.47% from the end of 2021[34] - The total liabilities amounted to RMB 4,128,501,726.22, a decrease from RMB 5,383,349,735.86 in the previous year[123] - The total equity attributable to the parent company reached RMB 6,346,527,991.40, compared to RMB 3,568,144,417.58 in the previous year[123] - The company’s current liabilities totaled RMB 3,537,971,344.09, down from RMB 4,585,146,966.50 in the previous year[123] - The company’s retained earnings increased to RMB 2,101,677,203.95 from RMB 1,887,192,236.96[123] Revenue Breakdown - Revenue from the lithium battery sector was ¥2,556,197,830.81, accounting for 40.67% of total revenue, down 4.39% from ¥2,673,594,178.11[79] - The LED sector generated ¥1,127,144,249.48, which is 17.93% of total revenue, reflecting a decline of 12.14% from ¥1,282,875,089.06[79] - Revenue from the metal logistics sector was ¥2,597,972,888.00, making up 41.34% of total revenue, a decrease of 4.28% from ¥2,714,219,608.79[79] - Revenue from overseas markets increased by 42.76% to ¥1,173,895,155.53, compared to ¥822,273,829.19 in the previous year[79] Market and Industry Trends - The lithium battery market is projected to grow rapidly, with an expected demand for over 1 billion lithium batteries for electric motorcycles by 2026, driven by policies promoting electric vehicles[44] - The global household energy storage installation capacity reached 15.6 GWh in 2022, a year-on-year increase of 136.4%[65] - By 2025, the global household energy storage installation capacity is expected to reach 52.6 GWh, and by 2030, it is projected to reach 172.7 GWh, with a cumulative capacity of 748.9 GWh[65] - The global sales of electric bicycles from 2020 to 2022 were 6.89 million, 8.87 million, and 11.21 million units respectively, totaling nearly 27 million units, with lithium battery usage reaching 1.6 billion units[64] - The market for lithium-ion batteries in cleaning appliances is projected to reach 1.25 billion units by 2025[64] Strategic Initiatives - The company plans to distribute a cash dividend of ¥0.35 per 10 shares, with no bonus shares issued[22] - The company aims to enhance its R&D capabilities in the lithium battery sector to maintain a competitive edge in high-rate power battery applications[86] - The company plans to continue its market expansion and product development strategies in the upcoming fiscal year[173] - The company aims to enhance its technological capabilities and explore potential mergers and acquisitions to strengthen its market position[179] Operational Insights - The company has expanded its business into three main sectors: lithium batteries, LED chips, and metal logistics, with over 20 subsidiaries across various regions[48] - The company has established a leading position in the domestic high-performance cylindrical lithium battery market, focusing on small power batteries for electric tools and cleaning appliances[71] - The company has expanded its sales team from three to eight departments, enhancing its business development and customer service capabilities[76] - The company is implementing a global strategy to mitigate geopolitical and trade policy risks while expanding its international business team[72] Cash Flow and Investments - The cash inflow from operating activities for 2022 was CNY 7,505,593,663.46, an increase of 26.3% compared to CNY 5,940,384,662.87 in 2021[174] - The total cash outflow for purchasing goods and services was CNY 6,008,626,486.18, which rose from CNY 4,463,083,365.41 in 2021, indicating a growth of 34.7%[174] - The total cash inflow from investment activities was 729,048,735.35 CNY, an increase from 605,261,596.63 CNY in the previous period[153] - The company paid 2,012,500,000.00 CNY in cash for investments, indicating a substantial investment outflow[153]

股票代码：002245 股票简称：蔚蓝锂芯 编号：2023-022 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏蔚蓝锂芯股份有限公司（以下简称"公司"）将于2023年5月8日（星期 一）下午15:00-17:00在同花顺路演平台举行2022年度业绩说明会。本次年度业 绩说明会将采用网络远程的方式举行，投资者可登陆同花顺路演平台 （https://board.10jqka.com.cn/rs）或同花顺手机端入口（首页-更多-特色服 务-路演平台）参与本次网上业绩说明会。 公司出席本次说明会的人员有：公司董事长兼总经理陈锴先生、董事会秘书 房红亮先生、财务总监张宗红女士、独立董事曹承宝先生、保荐代表人赵溪寻先 生。 为充分尊重投资者、提升交流的针对性，现就公司网络举行的2022年度业绩 说明会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2023年5月6日（星期六）17：00前访问同花顺路演平台蔚蓝锂芯直播间 （https://board.10jqka.com.cn/rs/pc/detail?roadshowId=1005010），或使 ...

Group 1: Sodium Battery Development Strategy - The company is focusing on sodium batteries as a crucial supplement to its energy storage product line, emphasizing low cost as a key advantage [1] - The company possesses strong capabilities in product planning, R&D, process implementation, engineering, and quality control, contributing to competitive cost control [1] Group 2: Market Outlook and Production Capacity - The company anticipates that the mass production of sodium batteries will become competitive in the second half of 2023, with a market penetration rate expected to reach 5% by 2024 [2] - Projected sodium battery installations for 2024 are around 15 GWh, with an estimated market value of approximately 13.5 billion yuan at a unit price of 0.9 yuan/Wh [2] - By 2025, total sodium battery installations are expected to reach 38 GWh, with a projected market value of about 26.7 billion yuan at a unit price of 0.7 yuan/Wh [2] Group 3: Production Capacity Planning - The first factory has a production capacity of approximately 1 GWh for sodium batteries, while the second phase of the Huai'an factory is expected to add around 9 GWh by early 2024 [2] - A Malaysian factory is projected to contribute an additional 10 GWh of capacity by the second half of 2025, with 5 GWh dedicated to cylindrical sodium batteries [2] Group 4: Technical Specifications and Product Development - The current chemical system for sodium batteries is layered oxide + hard carbon, with a cycle life of up to 3,500 cycles, expected to improve to 4,000-5,000 cycles by the end of next year [3] - The company plans to produce cylindrical battery cells starting from 3.5 Ah, with a lifespan of 3,000 to 5,000 cycles, targeting small power and energy storage applications [3] - The anticipated cost of sodium ion cells at mass production in 2023 is projected to be between 0.6-0.7 yuan/Wh, with further reductions expected to 0.4-0.5 yuan/Wh as industrialization progresses [3] Group 5: Collaboration and Market Strategy - The company collaborates with Zhongke Hai Sodium to jointly develop and optimize sodium ion battery materials and manufacturing processes, aiming for comprehensive cooperation rather than simple contract manufacturing [3]

Group 1: LED Business Performance - The company's LED business revenue for Q3 reached approximately 80 million yuan, surpassing the total revenue for the first half of the year [2] - From July to September, the LED business achieved a net profit of about 27 million yuan, accounting for over 50% of the company's total net profit [2] - The gross profit margin for the LED business in the first half was 39.23%, which increased to slightly above 40% in Q3 [3] Group 2: Production Capacity and Sales - The company has established an annual production capacity of approximately 2 million pieces of epitaxial wafers and chips, significantly exceeding the designed capacity [3] - The utilization rate of the company's production capacity is nearly 100%, with product sales performing well and inventory levels remaining low [3] - The management is confident in achieving the sales target of 250 million yuan for the entire year of 2014 [3] Group 3: Future Projections and Strategic Partnerships - The company expects a year-on-year net profit growth of approximately 70%-100% for 2014, with a projected net profit of 400 million yuan [4] - The largest customer, Mulinson, accounts for one-third of the company's sales, with sales to them reaching about 50 million yuan since the strategic agreement was signed in May [4] - The company is actively expanding its market, with Changfang Lighting being another significant customer [4] Group 4: Project Developments and Regulatory Compliance - The second phase of the LED project is under construction, with the main building nearly completed and equipment expected to be gradually put into operation by the second half of next year [4] - The company has submitted application materials for convertible bonds to the regulatory authority [4] - During the investor relations activities, the company adhered to regulations and did not disclose any undisclosed significant information [4]

Group 1: Company Overview - Jiangsu Aoyang Shunchang Co., Ltd. is engaged in metal logistics and LED business [1] - The company has three major logistics bases located in Zhangjiagang, Shanghai, and Guangdong [1][2] Group 2: Metal Logistics Business - The metal logistics business is stable, focusing on improving efficiency and reducing costs [2] - The Shanghai base primarily operates under a commissioned logistics model [1] Group 3: LED Business Performance - LED business revenue for Q3 reached approximately 80 million yuan, surpassing total revenue for the first half of the year [2] - Net profit from LED business in July-September was about 27 million yuan, accounting for over 50% of the company's total net profit [2] - The company has established an annual production capacity of around 2 million pieces for epitaxial wafers and chips, with nearly 100% capacity utilization [2] Group 4: Project Developments - The second phase of the LED project is under construction, with the main building nearly completed [2] - The Yangzhou Aoyang Shunchang project began production in mid-September after a year of preparation [3] Group 5: Financial Instruments - The company has submitted application materials for convertible bonds to the China Securities Regulatory Commission [2]

Group 1: Company Overview - Jiangsu Aoyang Shunchang Co., Ltd. is involved in the LED and semiconductor industries, with a focus on expanding its capabilities and market presence [2][3]. Group 2: Business Performance - The company reported that its LED production is currently at full capacity, indicating strong demand and operational efficiency [2]. - The metal logistics business has remained stable, contributing consistently to profits despite a decline in revenue due to falling metal prices [3]. Group 3: Future Plans and Strategies - The company is actively exploring entry into emerging high-growth industries, aiming to cultivate new profit growth points [3]. - A mobile internet-based business processing platform has been developed to enhance order, logistics, and documentation management, with plans for further expansion into IoT logistics [3]. Group 4: Financial Instruments - The issuance of convertible bonds is pending approval from the regulatory authority, with no specific timeline provided due to current market conditions [4].

Group 1: Company Operations - The company primarily delivers steel and aluminum plates through active logistics and entrusted logistics distribution [1] - The production bases are located in Jiangsu Zhangjiagang, Guangdong Dongguan, and Shanghai, with stable operational conditions [1] - The total volume of metal logistics processing and distribution has increased compared to the previous year, mainly due to the rise in entrusted business volume from Shanghai [1] Group 2: LED Business Development - Currently, 20 MOCVD machines have achieved mass production, with a monthly chip production capacity of 100,000 pieces (equivalent to 2-inch chips) [3] - The second phase of the LED project is under construction, with equipment expected to be gradually put into operation by the second half of next year if progress is smooth [3] - The company plans to enhance R&D investment and may consider acquisitions or extending into upstream and downstream industries to strengthen the LED business [3] Group 3: New Projects - The Yangzhou facility has completed personnel recruitment and raw material procurement, with the hot-dip galvanizing production line set to commence soon [3] - The company has adhered to regulations during investor communications, ensuring no significant undisclosed information was leaked [3]