Group 1 - The core focus of the recent investor relations activity for Shenzhen Manns Technology Co., Ltd. was on the progress of solid-state equipment and share repurchase plans [1][2] - The company has successfully delivered solid-state and dry-process equipment orders to clients, including dry multi-roller film systems and ceramic twin-screw fiberization equipment, which have received positive feedback from customers [1] - The company has established a dual-line layout for dry and wet processes, accumulating substantial technical reserves and validation data, showcasing innovation in new ceramic materials and efficient dispersion technologies [1] Group 2 - As of October 23, 2024, the first phase of the company's share repurchase plan has been completed, while the second phase is ongoing, with a total of 528,900 shares repurchased by August 31, 2025, amounting to 28.8378 million yuan [2] - The repurchased shares are intended for employee stock ownership plans or equity incentives [2] - The company ensured compliance with regulations during the investor meeting, with no significant undisclosed information leaked [2]

Group 1: Company Progress and Technology - The company has made significant progress in solid-state/dry process equipment, with orders shipped to customers, including dry multi-roller film systems and ceramic twin-screw fiberization equipment [2] - The company has accumulated substantial technical reserves and validation data in its dual-line strategy for dry and wet processes, achieving order validation across multiple equipment processes [2] - Innovations include new ceramic materials, efficient dispersion with twin-screw technology, ultra-thin wet coating, and dual-layer co-coating of active materials with solid electrolytes [2] Group 2: Share Buyback Progress - As of October 23, 2024, the first phase of the share buyback plan was completed, with a total of 787,700 shares repurchased for a total amount of 44.4455 million yuan (excluding transaction fees) [3] - The second phase of the share buyback is ongoing, with 528,900 shares repurchased by August 31, 2025, totaling 28.8378 million yuan (excluding transaction fees) [3] - The repurchased shares are intended for employee stock ownership plans or equity incentives [3] Group 3: Investor Relations Compliance - During the investor relations activity, the company adhered strictly to regulations, ensuring no leakage of undisclosed significant information occurred [3] - Participating investors signed a commitment letter as required by the Shenzhen Stock Exchange [3]

Core Viewpoint - The company is focused on promoting the industrial application of new materials, particularly in the fields of micro and nano-scale coating processes and equipment capabilities [1] Group 1: Company Strategy - The company aims to deepen its expertise in micro and nano-scale coating processes and equipment [1] - The company has a diverse order coverage in the semiconductor sector, including perovskite, organic photovoltaics, display panels, and flexible foldable screens [1]

证券日报网讯曼恩斯特（301325）9月10日在互动平台回答投资者提问时表示，新业务的投入及回报有 一定时间周期，存在不确定性。公司子公司蓝方技术将始终专注于电机控制与精密传动技术开发，致力 于为客户提供高精度运动控制解决方案；其微型直线电缸产品有少量订单且已出货，但灵巧手产品暂未 有实质性的订单进展。后续蓝方技术将持续跟踪行业需求，不断优化方案设计，同时开发更多运动控制 产品的应用场景。 ...

（文章来源：每日经济新闻） 曼恩斯特（301325.SZ）9月10日在投资者互动平台表示，在固态电池领域，公司基于干湿法双线布局策 略，已积累较丰富的前段技术储备及验证数据，其中在新型陶瓷材料、双螺杆高效分散、超薄湿法涂 层、活性物质与固态电解质双层共涂等技术均有一定创新性和优势。今年，公司多款固态电池设备，已 陆续发往客户现场，包含干法及湿法相关前段设备，调试验证效果取得客户认可。 每经AI快讯，有投资者在投资者互动平台提问：公司在固态电池领域有那些布局？ ...

Group 1 - The company has made significant progress in the solid-state battery equipment sector, leveraging a dual-line strategy of dry and wet processes [1] - The company has accumulated substantial front-end technology reserves and validation data in the solid-state battery field, showcasing innovations in new ceramic materials, efficient dispersion with twin-screw technology, ultra-thin wet coating, and dual-layer co-coating of active materials and solid electrolytes [1] - Several solid-state battery equipment models have been delivered to customer sites this year, including both dry and wet front-end equipment, with successful debugging and validation results that have gained customer recognition [1]

每经AI快讯，有投资者在投资者互动平台提问：机器人不少公司已经开始放量推向市场，贵公司的灵 巧手是我们期待的亮点。"公司灵巧手相关产品尚处于市场拓展阶段，暂未形成相关订单或收入"请问还 没有订单的原因是哪些方面，技术达不到下游需要，还是公司整体成本较高？可否给个说法 曼恩斯特（301325.SZ）9月10日在投资者互动平台表示，新业务的投入及回报有一定时间周期，存在不 确定性。公司子公司蓝方技术将始终专注于电机控制与精密传动技术开发，致力于为客户提供高精度运 动控制解决方案；其微型直线电缸产品有少量订单且已出货，但灵巧手产品暂未有实质性的订单进展。 后续蓝方技术将持续跟踪行业需求，不断优化方案设计，同时开发更多运动控制产品的应用场景。 （记者 王晓波） ...

曼恩斯特（301325.SZ）9月10日在投资者互动平台表示，公司在储能领域构建了以集中式储能为核心业 务、工商业储能及户用储能产品为主力业务的多层次产品矩阵，覆盖下游电源侧、电网侧和用户侧全应 用场景。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在储能领域有哪些布局？ ...

Company Overview - Shenzhen Mannesmann Technology Co., Ltd. was established on December 1, 2014, and went public on May 12, 2023. The company specializes in the research, design, production, and sales of high-precision slot coating nozzles, coating equipment, and coating accessories [1][2] - The main business revenue composition is as follows: Energy Systems 77.92%, Coating Applications 20.94%, and Others 1.14% [1] Financial Performance - For the first half of 2025, Mannesmann achieved operating revenue of 560 million yuan, representing a year-on-year growth of 59.93%. However, the net profit attributable to shareholders was -23.51 million yuan, a decrease of 132.66% compared to the previous period [2] - Since its A-share listing, Mannesmann has distributed a total of 89.81 million yuan in dividends [3] Stock Market Activity - As of September 10, Mannesmann's stock price was 67.29 yuan per share, with a market capitalization of 9.683 billion yuan. The stock has increased by 24.17% year-to-date [1] - The trading volume on September 10 was 259 million yuan, with a turnover rate of 6.61%. The net outflow of main funds was 21.41 million yuan [1] Shareholder Structure - As of June 30, 2025, Mannesmann had 24,600 shareholders, an increase of 13.39% from the previous period. The average number of circulating shares per person was 2,350, a decrease of 11.81% [2] - Notable institutional shareholders include Southern CSI 1000 ETF, which increased its holdings by 10.71 million shares, and new entrants such as Huaxia CSI 1000 ETF and GF CSI 1000 ETF [3]

Core Viewpoint - The cross-border e-commerce industry in China has demonstrated strong resilience and vitality amid frequent fluctuations in the international environment, with a projected import and export volume of approximately 1.32 trillion yuan in the first half of 2025, representing a year-on-year growth of 5.7% [1] Group 1: Industry Performance - Six leading cross-border e-commerce companies have shown varied performance, with some achieving double-digit revenue and profit growth, while others experienced a dramatic 81% decline in net profit [2] - The industry is undergoing a dramatic dual-line development characterized by stark contrasts in performance [3] Group 2: Key Players and Growth - Companies like Anker Innovations, Yingshi Innovations, and Ugreen Technology are examples of "reverse growth," achieving both revenue and profit growth by focusing on brand and product strength [4] - Anker Innovations reported a revenue of 12.867 billion yuan in the first half of the year, a year-on-year increase of 33.36%, with a net profit of 1.167 billion yuan, up 33.8% [4] - Yingshi Innovations achieved a revenue of 3.671 billion yuan, a 51.17% increase, while Ugreen Technology reported a total revenue of 3.857 billion yuan, growing by 40.6% [4] Group 3: Market Trends - The U.S. remains a primary export destination, but growth in the U.S. e-commerce market has slowed due to inflation and reduced consumer demand, while markets in Europe, Southeast Asia, and Latin America are showing growth [5] - The compound annual growth rates for e-commerce markets in Europe, Southeast Asia, and Latin America are projected at 7.95%, 8.79%, and 9.43% respectively from 2025 to 2029 [5] Group 4: Channel Development - Amazon and third-party platforms dominate the market, but independent sites are growing rapidly, with Anker Innovations reporting a revenue growth of 42.64% from independent sites [6] - Anker Innovations is also expanding into offline markets, with a revenue growth of 43.6% from offline channels [6] Group 5: R&D and Innovation - Companies are increasingly investing in R&D, with Anker Innovations spending 1.195 billion yuan on R&D, a 49% increase, and Yingshi Innovations doubling its R&D expenses to 561 million yuan [7] - The application of AI in various operational aspects is becoming common among cross-border e-commerce companies, enhancing product development and operational efficiency [7] Group 6: Challenges for Traditional Models - Traditional "bulk selling" models are facing significant challenges, with companies like Huakai Yibai experiencing an 81.36% drop in net profit despite a 28.97% revenue increase [8] - Huakai Yibai is restructuring its inventory and focusing on premium business branding, while also facing rising logistics costs due to changing tariff policies [8] Group 7: Transition Strategies - Companies like San Tai Co. are shifting from traditional "bulk selling" to a "precision selling" model, enhancing product development efficiency through improved selection systems [9] - Both Huakai Yibai and San Tai Co. are exploring new service-oriented business models, although these initiatives are still in their early stages and have not yet contributed significantly to their performance [10][11]