Xin Lang Zheng Quan·2025-09-07 06:52Core Viewpoint - The company is actively engaging with investors and showcasing its recent operational performance, product development, and market prospects through an online meeting with various securities firms and investment institutions [1]. Business Segment Performance - The home appliance electric heating components business is maintaining stable operations through product and sales structure adjustments, with a focus on expanding foreign trade clients like Samsung and LG to enhance profit margins [2]. - The new energy vehicle components business is experiencing rapid growth with saturated orders and ongoing construction of new production lines, while also diversifying into smart cockpit products to increase vehicle value [2]. - The new energy equipment business has shown significant transformation, with the commercial application of a 6kV molten salt energy storage electric heater, achieving nearly 100 million yuan in orders in the first half of the year and maintaining a leading market share [2]. Robotics Business - The company is preparing for mass production of flexible fabric pressure sensing products and is exploring other technological avenues for future development [3]. Silicon-Carbon Anode Material Equipment Outlook - The company has developed silicon-carbon anode material equipment that addresses industry challenges related to product consistency and large-scale production, offering significant cost advantages compared to mainstream market equipment [4]. - The market potential for silicon-carbon anode material equipment could reach 25 billion yuan by 2030, with the company poised to capture market share due to its first-mover advantage [4]. - Contracts for equipment development have been signed with leading enterprises, with expectations for delivery in the fourth quarter and large-scale market introduction next year [4]. Molten Salt Energy Storage and Pre-Plated Nickel Business Outlook - The 6kV high-temperature and high-pressure molten salt energy storage electric heater has been commercially applied, with leading technology and nearly 100 million yuan in contracts signed in the first half of the year, anticipating rapid order growth due to supportive national policies [5]. - The company is currently supplying approximately 2,000 tons of pre-plated nickel materials monthly to a renowned international battery enterprise, with plans for significant procurement increases by 2026 [5]. - The company aims to deepen technological research and market expansion across existing business segments, particularly in new energy and robotics [5].