久祺股份:公司管理层做出了大力扩展电助力自行车(E-BIKE)产能的决策

Core Viewpoint - The company is expanding its electric bicycle (E-BIKE) production capacity based on deep insights into industry trends and long-term strategic considerations, aiming to establish a second growth curve for sustainable development [1] Group 1: Company Strategy - The decision to expand E-BIKE capacity is not a disregard for current profit margins but a strategic move to capture future growth opportunities [1] - The application of solid-state batteries in E-BIKES aims to address safety concerns associated with traditional lithium batteries and enhance user experience, indicating a significant industry exploration direction [1] Group 2: Market Dynamics - The substantial increase in contract liabilities is attributed to the recovery of overseas market demand, the company's capacity expansion to fulfill orders, and enhanced product competitiveness [1] - The company is focused on strengthening its core business, increasing market share, and pursuing high-quality growth, with a long-term vision of achieving revenue in the hundreds of billions [1]