【私募调研记录】成泉资本调研杭可科技

Group 1 - The core viewpoint of the news is that Hangke Technology is facing significant declines in revenue and net profit due to various market challenges, including slowing demand and increased competition [1] - In 2024, Hangke Technology's revenue is projected to decrease by 24.18% and net profit by 59.67%, with the first quarter of 2025 also showing declines of 23.07% in revenue and 33.07% in net profit [1] - The company is focusing on fulfilling existing orders and is actively developing new technologies and products to meet market demands [1] Group 2 - Hangke Technology's overseas sales are expected to account for over 30% of its revenue, with growth in overseas orders, particularly from new customers in the automotive sector [1] - The company is expanding its presence in the solid-state battery sector and collaborating with various domestic and international battery manufacturers to enhance research and development efforts [1] - There are concerns regarding the U.S. market's contribution, as unstable tariff policies may impact product competitiveness [1]