野马电池：越南工厂预计明年第一季度投产 生产成本高于国内

Core Viewpoint - Yema Battery's Vietnam factory is expected to commence production in the first quarter of next year, but the production costs will be higher than those in the domestic market [1] Group 1: Production and Costs - The Vietnam production base is projected to start operations in Q1 2024 [1] - Production costs in Vietnam will be higher than those in the domestic market under similar conditions [1] Group 2: Financial Performance - The company's net profit for Q1 2025 is expected to decline by 50.27% year-on-year, primarily due to changes in export tax rebate policies [1] - The export tax rebate rate for battery products has been reduced from 13% to 9%, contributing to the profit decline [1] - There has been a decrease in the selling price of certain products, further impacting profitability [1] Group 3: Strategic Initiatives - The company plans to deepen the construction of overseas direct sales channels and optimize its product structure [1] - Yema Battery aims to leverage its alkaline battery technology advantages to consolidate market share [1]