Core Viewpoint - The company is optimistic about the growth potential in overseas markets and is steadily advancing its international projects [1] Group 1: Overseas Market Growth - The company expects significant growth opportunities from its overseas business as international customer production ramps up and domestic clients continue to push forward with overseas projects [1] - The company's global expansion strategy is deepening, which is anticipated to contribute to substantial growth [1] Group 2: Project Progress - The European production base is progressing steadily, with capacity being released in an orderly manner based on customer demand [1] - Preparatory work for projects in the United States and Thailand is currently underway [1]

答:公司长期看好海外市场增长潜力，海外项目推进节奏稳健。随着国际客户量产落地、国内客户海外 项目持续推进，叠加公司全球化布局持续深化，海外业务预计将为公司带来较大的增长空间。具体来 看，欧洲生产基地稳步推进，将根据客户需求有序释放产能，美国、泰国项目正推进前期准备工作。 格隆汇2月5日丨科达利(002850.SZ)在投资者关系中表示，有被问到:当前公司海外基地市场布局及业务 拓展可见度有多高？ ...

答:公司长期看好海外市场增长潜力，海外项目推进节奏稳健。随着国际客户量产落地、国内客户海外 项目持续推进，叠加公司全球化布局持续深化，海外业务预计将为公司带来较大的增长空间。具体来 看，欧洲生产基地稳步推进，将根据客户需求有序释放产能，美国、泰国项目正推进前期准备工作。 格隆汇2月5日丨科达利(002850.SZ)在投资者关系中表示，有被问到:当前公司海外基地市场布局及业务 拓展可见度有多高？ ...

格隆汇2月5日丨科达利(002850.SZ)在互动平台表示，公司具备生产4680大圆柱结构件的技术和批量生 产能力，将根据客户实际需求释放产能。 ...

每经头条（nbdtoutiao）——仅老年独居者就数千万，谁能帮他们从容老去？意定监护在国内诞生已14 年，距全面落地还差"最后一公里" （记者 王晓波） 每经AI快讯，科达利发布公告称，2026年2月4日，科达利接受兴全基金等投资者调研，公司总裁励建 炬、董事会秘书罗丽娇参与接待，并回答了投资者提出的问题。 ...

Core Viewpoint - KedaLi, a leading manufacturer of precision structural components for power batteries in China, is experiencing high capacity utilization and orderly production scheduling for Q1 2026, despite some impact from rising raw material costs [1][3]. Group 1: Production and Capacity - The company is currently operating at a high capacity utilization rate and is focused on equipment upgrades and capacity expansion [2][3]. - The production schedule for Q1 2026 is progressing as expected, with operations running smoothly [2]. Group 2: Raw Material Impact - Rising raw material costs have had a certain impact on the company, but it is implementing multiple strategies to mitigate these effects, including capacity expansion, technological innovation, and internal management improvements [3]. - The company is actively negotiating price adjustments with clients and integrating supply chains to counteract the adverse effects of raw material price increases [3]. Group 3: Export Tax and Market Conditions - The adjustment of export tax for lithium battery products has minimal impact on the company, with stable operational conditions reported [4]. Group 4: Business Segments and Growth - The energy storage battery structural component business is growing significantly, although power batteries remain the primary revenue source [7]. - The company has a strong capacity advantage to meet increasing customer demand in the energy storage sector, with expectations for robust growth [8]. Group 5: International Expansion - The company is optimistic about the potential of overseas markets, with steady progress on its European production base and ongoing preparations for projects in the U.S. and Thailand [5]. - The global expansion is expected to provide substantial growth opportunities as international clients ramp up production [5]. Group 6: Future Strategy - The company aims to maintain its leadership in the new energy sector through capacity upgrades, technological iterations, and optimization of customer structures [9]. - A "dual-core strategy" is being implemented to develop high-precision reducers and joint modules for humanoid robots, which may become a significant growth driver in the future [9]. Group 7: Product Development - The large cylindrical battery structural component project is characterized by high barriers to entry and growth potential, with production capabilities expected to ramp up steadily this year [10].

Core Viewpoint - Keda Li (002850.SZ) has disclosed that its large cylindrical battery structural components represent a high-barrier, high-growth quality project, with the company possessing the technology and mass production capabilities for these components [1] Group 1 - The company is expected to steadily ramp up the production scale of related products this year [1] - The company aims to gradually achieve large-scale output and delivery of large cylindrical structural components [1]

格隆汇2月5日丨科达利(002850.SZ)披露投资者关系活动记录表显示，公司产能利用率高，将持续推进 设备升级与产能扩张。目前公司一季度生产经营排产有序推进，运行节奏符合预期。具体经营情况敬请 关注公司后续披露的定期报告。 ...

格隆汇2月5日丨科达利(002850.SZ)披露投资者关系活动记录表显示，公司机器人业务聚焦核心零部件 赛道，形成了以减速器为主的旋转关节、以丝杠为主的直线关节和灵巧手三大方向协同的产品布局。围 绕机器人核心运动控制环节，打造全品类、全场景、协同化的机器人业务体系，持续赋能机器人产业应 用落地。 ...

Core Viewpoint - The company is optimistic about the growth potential in overseas markets and is steadily advancing its overseas projects [1] Group 1: Overseas Market Growth - The company expects significant growth opportunities from its overseas business due to the steady progress of international customer mass production and ongoing projects with domestic clients [1] - The company's global expansion strategy is deepening, which is anticipated to contribute to substantial growth [1] Group 2: Project Development - The European production base is progressing steadily, with capacity being released in an orderly manner based on customer demand [1] - Preparatory work for projects in the United States and Thailand is currently underway [1]