证券简称:赢合科技 l 证券代码:300457 深圳市赢合科技股份有限公司 投资者关系活动记录表 编号:2015-002 | --- | --- | --- | --- | --- | |-----------------------------|---------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------| | | | | | | | | √ 特定对象调研 | □分析师会议 | | | | 投资者关系活动类 别 | □媒体采访 口新闻发布会 | 口业绩说明会 □路演活动 | | | | | □现场参观 □其他 (靖文字说明其他活动内容) | | | | | 参与 ...

Group 1: Industry Overview - The lithium battery industry is expected to continue improving due to national policy support, with significant reshuffling among battery manufacturers and equipment suppliers in the next 3-5 years [2] - The core component of a lithium battery production line is considered to be equally important across all parts [2] Group 2: Product Development - The company has not yet produced certain products such as front-end mixers and roller presses, as well as back-end capacity testing equipment [2] - The company plans to expand its product offerings from the core winding machine into the entire lithium battery equipment sector, with a strategic plan for a complete production line [2] Group 3: Sales and Market Position - The company anticipates that sales of equipment for power batteries will dominate, expected to reach around 70% of total sales [2] - Major clients include large companies such as Watma, Guoxuan, Penghui, and Zhuoneng, indicating strong partnerships [2]

证券代码：300457 证券简称：赢合科技 深圳市赢合科技股份有限公司 投资者关系活动记录表 编号：2016-005 | --- | --- | --- | |-------------------------|--------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300457 证券简称：赢合科技 编号：2016-003 | --- | --- | --- | |-----------------------------|----------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300457 证券简称：赢合科技 深圳市赢合科技股份有限公司 投资者关系活动记录表 编号：2016-004 | --- | --- | --- | |-----------------------------|-------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300457 证券简称：赢合科技 深圳市赢合科技股份有限公司 投资者关系活动记录表 编号：2016-002 | --- | --- | --- | --- | |-----------------------------|----------------------------------|---------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | | 投资者关系活动类 | □ | 媒体采访 □业绩说明会 | | | 别 | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | | □ | 其他 ...

证券代码：300457 证券简称：赢合科技 深圳市赢合科技股份有限公司 投资者关系活动记录表 编号：2016-001 | --- | --- | --- | |-----------------------------|-------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | 投资者关系活动类 | □ | 媒体采访 □业绩说明会 | | 别 | □新闻 ...

证券代码：300457 证券简称：赢合科技 深圳市赢合科技股份有限公司 投资者关系活动记录表 编号：2016-006 | --- | --- | --- | |-----------------------------|-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关系活动类 | □ | 媒体采访 □业绩说明会 | | 别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | ...

Group 1: Company Overview - Shenzhen Yinghe Technology Co., Ltd. was established in 2006, focusing on the R&D, design, manufacturing, sales, and service of lithium battery automation production equipment [2] - The company has developed a comprehensive product line including automatic slurry systems, coating machines, rolling machines, cutting machines, and assembly lines, positioning itself as a one-stop service provider in the lithium battery manufacturing industry [2] Group 2: Operational Insights - The company has achieved a significant market presence, with major clients such as Watma, Guoxuan High-Tech, and others accounting for over 80% of its customer base, indicating increased customer loyalty and a shift from single machine purchases to complete line procurement [4] - Delivery timelines are approximately 2 months for single machines and 4-6 months for complete line equipment, with a testing period of 1-2 months [4] Group 3: Financial Performance - The company has seen an improvement in gross profit margins this year, with expectations for further increases as standardization in production rises, which will lower procurement and manufacturing costs [4] - The payment structure typically follows a 30%-30%-30%-10% model, with 30% paid as a deposit, 30% upon delivery, 30% upon acceptance, and the remaining 10% held as a warranty [4] Group 4: Market Position and Trends - The market share between imported and domestic equipment is approximately 50% each, with increasing support from the government for the lithium battery sector, leading to significant growth opportunities [4] - The acquisition of Yacon, a company with nearly 200 independent intellectual properties, is expected to enhance Yinghe's technological capabilities and market position [4]

深圳市赢合科技股份有限公司 编号：2016-011 证券代码：300457 证券简称：赢合科技 | --- | --- | --- | |------------------|------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位 | 平安资产管理有限公司 | | | 时间 | 2016 年 11 月 ...