天溯计量(301449.SZ):2024年计量校准业务占比超过85%

Core Viewpoint - The company, Tian Su Measurement (301449.SZ), is a national, comprehensive independent third-party measurement and testing service provider, focusing on measurement calibration, testing, and certification services, particularly in the battery sector [1] Group 1: Business Overview - The main business of the company includes measurement calibration, testing, and certification services, with a significant focus on battery testing services for consumer batteries, power batteries, and energy storage batteries [1] - The battery testing services provided by the company encompass battery performance testing, safety testing, and reliability testing, along with certification services [1] Group 2: Strategic Development - The company's strategic layout in the new energy battery testing business has shown promising growth, with revenue from battery testing services projected to increase from 52.54 million yuan in 2022 to 113.14 million yuan in 2024, reflecting a compound annual growth rate of 46.75% [1] - By 2024, the measurement calibration business is expected to account for over 85% of the company's main business, while testing services will focus primarily on new energy battery testing, making up about 15% [1] Group 3: Client Base - The company's testing services have been widely utilized by over 2,000 new energy enterprises, including notable clients such as Zhongchuang Xinhang, Ju Wan Technology, Yiwei Lithium Energy, Hive Energy, and Haichen Energy Storage, as well as new energy vehicle manufacturers like GAC Group, GAC Aion, and Xpeng Motors [1]