先导智能王燕清：我们不是在追赶，而是定义下一代技术

Core Viewpoint - The lithium battery industry is entering the "TWh era," with global demand for power batteries expected to exceed 1300 GWh by 2025, alongside explosive growth in the energy storage market [2] Group 1: Industry Dynamics - The competition in the "TWh era" is not just about individual companies but the resilience of the entire industry chain [3] - The biggest change in the lithium battery "TWh era" is the restructuring of competitive logic, moving beyond mere capacity growth [4] - Over the past decade, lithium battery companies have focused on scale competition, with rapid factory construction and production line deployment being key to gaining an advantage [5] Group 2: Company Strategy - The company has established a first barrier with its "full value chain delivery" capability, enhancing customer loyalty through "turnkey" solutions in non-standard automation [6] - The company is addressing the "impossible triangle" of scale, efficiency, and quality through "extreme manufacturing," emphasizing data-driven decision-making, AI empowerment, and flexible automation [7] - The company collaborates with top global battery enterprises from the initial design phase to ensure its products meet market demands [8] Group 3: Competitive Advantages - The company leverages its large delivery scale for supply chain negotiation, core component self-research, and cost control, allowing it to respond effectively to market competition [9] - The core competitive advantages are summarized as the reuse capability of the "platform strategy," a robust R&D innovation system, and localized global service capabilities [10] Group 4: Market Positioning - The company advocates for a shift from price competition to "value warfare," focusing on total cost of ownership (TCO) rather than just equipment purchase prices [11] - The company aims to avoid low-end capacity competition by targeting high-tech orders in advanced fields like solid-state batteries and large-capacity energy storage [12] - The company is expanding its global presence, with overseas business revenue reaching 1.154 billion yuan in the first half of 2025, reflecting a continuous increase and a gross margin of 40.27% [12] Group 5: Industry Standards and Innovation - The company is actively participating in the formulation of national and international industry standards, promoting the standardization and modularization of equipment manufacturing [12] - The company emphasizes the importance of protecting intellectual property to encourage a shift from price competition to technology-driven competition [13]