调研速递|紫建电子接受众多投资者调研,聚焦业务合作与发展要点

Core Insights - The company held an online investor reception on September 25, 2025, addressing inquiries about business cooperation, market expansion, and R&D investments [1] Group 1: Business Cooperation and Acquisitions - The company announced the acquisition of Ningbo Qixiang, which specializes in power line communication technology, particularly in the charging communication controller sector. This acquisition is expected to enhance resource integration and expand into the emerging consumer battery market [1] - The company is collaborating with top international brands in the emerging consumer electronics sector, establishing deep partnerships in areas such as smart wearables and drones [1] Group 2: Financial Performance and Market Strategy - In the first half of 2025, the company reported stable customer orders with double-digit growth, indicating strong revenue performance despite competitive challenges [1] - The company aims to maintain its existing customer base while exploring opportunities in emerging fields and overseas markets [1] Group 3: Revenue Expectations and Overseas Business - Ningbo Qixiang is expected to contribute to new revenue growth for the company, leveraging its solid technology and market foundation in the smart charging communication field for new energy vehicle enterprises [1] - In the first half of 2025, overseas sales revenue reached 186 million yuan, accounting for 34.07% of total revenue, with a year-on-year growth of 19.71% [1] Group 4: R&D Investments - In the first half of 2025, the company invested 40.8 million yuan in sodium battery projects and 12.74 million yuan in the Wanxiu stacked large battery project, with R&D expenditures representing 12.53% of revenue [1] - The company has achieved significant results in solid-state battery research and is advancing related collaborations [1] Group 5: Profitability Improvements - The company has improved the gross margin of its Bluetooth headset business through innovation in R&D, cost control, lean production, market expansion, and enhanced service [1]