欣旺达:公司储能电芯业务毛利率持续改善,后续随着出货量进一步提升,盈利能力还会提高

Group 1 - The company is optimistic about the prospects of the energy storage sector and aims to create value for customers and shareholders through product innovation, cost management, supply chain optimization, and financial management [1] - The gross profit margin of the company's energy storage cell business continues to improve, and profitability is expected to increase further with the rise in shipment volumes [1] - There is a significant interest in the company's overseas energy storage layout, particularly in Europe and the United States, with expectations of a more than 50% year-on-year growth in global energy storage installation capacity in 2024 [3] Group 2 - Investors have inquired about whether the proportion of overseas energy storage orders has increased in the first half of the year and if there are new collaborations with international energy storage integrators like Tesla and Fluence [3] - The company is assessing the impact of stabilized lithium carbonate prices on the gross profit margin of its energy storage business and is exploring measures such as supply chain optimization and customized products to enhance profitability [3]