深圳市赢合科技股份有限公司 编号：2019-002 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 | --- | --- | --- | |---------------------------------|--------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | √ | 特定对象调研 ...

编号：2018-003 深圳市赢合科技股份有限公司 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 | --- | --- | --- | |------------------|-------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | √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 | | | 参与单位 | 中信里昂：冯素雯 | MONDRIAN:Ormala ...

编号：2018-005 深圳市赢合科技股份有限公司 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 | --- | --- | --- | |------------------|---------------------------------------------------------------------|----------------------------------------------------------------------------------------| | | | | | | | □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（深交所联合深圳证监局在公司举办"践行中国梦·走近上市 | | | 公司" 投资者开放日） 1 | 、通过中原证券、华林证券、安信证券、华福证券、国元证券、 | | | 源、 | 联讯证券、国泰君安、东莞证券、万联证券、中投证券、申万宏 | | 参与单位 | 者； | 广州证券、中银证 ...

深圳市赢合科技股份有限公司 编号：2018-007 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 | --- | --- | --- | |------------------|------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Company Overview - Shenzhen Yinghe Technology Co., Ltd. was established in 2006 and is the only global provider of complete lithium battery intelligent production line solutions, offering automation, auxiliary power, environmental control, and architectural planning services [3][4]. 2017 Financial Performance - In 2017, the company signed new orders worth approximately CNY 2.239 billion, a year-on-year increase of 50.07% [4]. - Total revenue for 2017 reached CNY 1.586 billion, up 86.52% compared to the previous year [4]. - Net profit attributable to shareholders was CNY 220.92 million, reflecting a year-on-year growth of 78.34% [4]. - As of December 31, 2017, total assets amounted to CNY 3.151 billion, a 76.22% increase year-on-year [4]. - Shareholders' equity reached CNY 1.253 billion, up 99.22% year-on-year [4]. Research and Development - As of December 31, 2017, the company held 92 invention patents, 258 utility model patents, 16 design patents, 1 Hong Kong registered patent, and 72 software copyrights [4]. - R&D investment for 2017 was CNY 102.97 million, a 107.04% increase from the previous year [4]. - The company emphasizes product innovation and has enhanced its product capabilities significantly after acquiring 100% of Dongguan Yakan's shares [4]. Product Capabilities - The company can provide complete production line solutions for cylindrical, square, and soft-pack lithium batteries, demonstrating strong technical expertise and innovation [4]. Impact of Non-Public Offering - The company raised CNY 1.413 billion by issuing 61.5 million shares to strategic investors, which will enhance its financial strength and reduce financial risks [5]. - The funds will support business development and improve overall profitability, reinforcing the company's core competitiveness in the lithium battery equipment sector [5].

编号：2018-009 深圳市赢合科技股份有限公司 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 | --- | --- | --- | |------------------|--------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

深圳市赢合科技股份有限公司 编号：2018-008 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 | --- | --- | --- | |------------------|--------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

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. It is the first provider of complete intelligent production line solutions in the industry [3]. - The company has successfully implemented over 20 complete production lines, gaining recognition from mainstream industry clients for its high quality, low energy consumption, fast delivery, and high yield rates [3][4]. Financial Performance - In the first half of 2018, the company achieved total revenue of 991.23 million yuan, a year-on-year increase of 34.52% [3]. - The net profit attributable to shareholders was 170.02 million yuan, representing a year-on-year increase of 48.71% [3]. - The gross profit margin for the company's products was 34.98%, up by 0.64 percentage points compared to the previous year [3][4]. Strategic Partnerships - On September 12, 2018, the company signed a procurement agreement with LG Chem for 19 winding machines, marking a significant recognition from a leading global battery manufacturer [4]. - The delivery of the equipment to LG Chem's Nanjing factory is scheduled for no later than February 1, 2019, with acceptance testing by March 25, 2019 [4]. Product Development and Innovation - The company launched the MAX brand of winding equipment at the CIBF exhibition, featuring advanced capabilities such as ultra-precision control and high-speed operation, setting a new industry benchmark [4]. - The winding machine under the MAX brand is designed to be the smallest globally, with notable technical advantages in tension control and dust removal systems [4]. Profitability Improvement Factors - The increase in profitability is attributed to continuous product strength enhancement and successful market expansion, driven by significant R&D investment and technological innovation [4][5]. - The company's complete line delivery model has added value, with successful implementation of over 20 lines, leading to improved gross profit margins [4][5]. - Since 2017, the company has established a comprehensive value chain management system, enhancing internal operational efficiency through detailed cost accounting and management [5].

Group 1: Order Status - The company signed new orders exceeding 4.4 billion yuan in 2021, representing a nearly 100% year-on-year increase, with major clients accounting for over 90% of the orders [3] - The current order backlog is robust, indicating sustained demand in the lithium battery equipment sector [3] Group 2: Delivery and Production - The company is constructing the Dongjiang Industrial Park, covering approximately 370,000 square meters, with gradual delivery and usage underway [3] - The second quarter's shipment volume has improved compared to the first quarter, reflecting a positive trend in production and delivery [4] Group 3: Profit Margin Challenges - Short-term gross profit margins are under pressure due to rising material costs and increased labor and material reserves for new orders [4] - The company is addressing margin pressures through enhanced cost control and efficiency improvements in the production process [4] Group 4: International Market Development - The company maintains a close partnership with LG, having secured significant orders, including a 370 million yuan contract for cylindrical winding lines [4] - The company is expanding its presence in overseas markets, with recent orders from Europe and ongoing discussions with potential clients in the U.S. [4]

Group 1: Financial Performance - The company's current gross margin is under pressure due to multiple factors, including rising material costs, rapid order growth, and increased labor costs from hiring new employees [2] - The company aims to improve profitability through cost control and enhanced turnover efficiency as shipment volumes increase [2] Group 2: Order and Market Position - As of early August 2021, the company signed over 5.2 billion CNY in new lithium battery equipment orders, with major clients including CATL, BYD, and others [2] - The composition of new orders indicates that front-end equipment accounts for 60% and mid-stage equipment for 40% of total orders [2] - The company holds a leading market share in front-end equipment, particularly coating machines, with over 90% of orders coming from major clients, and the top five clients accounting for over 80% of total orders [3] Group 3: Industry Outlook - The penetration rate of new energy vehicles in China has remained above 10%, with expectations to reach 20% by 2025, driven by the "dual carbon" goals [3] - The U.S. aims for a 50% penetration rate for electric vehicles by 2030, while some European countries plan to ban fuel vehicles by 2025, indicating a rapidly evolving market [3] Group 4: Technological Development - The company invests 6%-8% of its annual revenue in R&D, creating significant technological barriers [3] - The company is tracking advancements in sodium-ion and solid-state battery technologies, anticipating client demand for collaboration in R&D [3] - The company emphasizes the importance of delivery capabilities to meet customer demands, which is currently a major industry limitation [4]