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欣旺达:明年大众、沃尔沃等海外客户开始批量出货,订单增速有望进一步提升

Core Viewpoint - The company is enhancing its collaboration with major automotive manufacturers such as Geely, Renault, and Volkswagen, while maintaining confidentiality regarding specific customer information and future orders [1] Group 1: Partnerships and Orders - The company has been asked about the proportion of new battery orders from top automotive manufacturers in the first half of 2025 [1] - There is interest in whether the company has made progress in entering the supply chains of leading new energy vehicle manufacturers like Tesla and BYD [1] - The company has previously announced that it will begin bulk shipments to overseas clients such as Volkswagen and Volvo next year, indicating a potential increase in order growth [1] Group 2: Market Dynamics - The company did not disclose specific information about the growth rate of orders from overseas automotive manufacturers compared to the domestic market due to confidentiality agreements [1] - The management expressed confidence in the company's future operations and commitment to creating value for customers and shareholders [1]