ZHUHAI COSMX(SH:688772) 起点锂电·2025-05-13 10:01Core Viewpoint - Zhuhai Guanyu is advancing its lithium battery production capabilities with new projects and expanding into emerging markets, positioning itself for growth in both domestic and international markets [1][2]. Group 1: New Projects and Developments - Zhuhai Guanyu's new lithium battery production project in Doumen, Zhuhai, has officially topped out and is scheduled for completion and operation in November 2023 [1]. - The project covers an area of approximately 37,000 square meters with a building area of about 124,000 square meters, and the main structure was completed 50 days ahead of schedule [1]. - The new facility will feature multiple fully automated lithium battery production lines and will integrate an AI big data system for comprehensive smart upgrades in production and management [1]. - The company is also implementing energy-saving technologies and aims to create a "zero-carbon factory" [1]. Group 2: International Expansion - Zhuhai Guanyu has initiated a consumer battery project in Malaysia with a total investment not exceeding 2 billion yuan, expected to commence production by the end of 2025 [1]. - This project will enhance the company's ability to penetrate international markets and meet the demands of overseas consumer clients, further solidifying its global manufacturing footprint [1]. Group 3: Financial Performance - In the previous year, Zhuhai Guanyu reported total revenue of 11.541 billion yuan, a year-on-year increase of 0.83%, and a net profit of 430 million yuan, reflecting a growth of 25.03% [2]. - The rapidly growing power and energy storage business generated revenue of 982 million yuan, marking a significant year-on-year increase of 48.70% [2]. - Low-voltage lithium batteries and industry drone batteries accounted for 80.38% of the revenue in the power business, indicating strong demand in these segments [2]. Group 4: Innovations in Robotics - Zhuhai Guanyu is collaborating with a leading domestic automotive group’s robotics company to explore the application of high-performance soft-pack lithium batteries in intelligent robotics [3]. - The initial application of this technology will be in robotic dogs, with plans to expand into humanoid robots in the future [3][4]. - The intelligent robotics battery business is anticipated to become a new growth engine for the company [4].