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鹏辉能源(300438) - 300438鹏辉能源投资者关系管理信息20251218
2025-12-19 11:54
Capacity Planning - The second phase of the Quzhou base is nearly completed, with plans to establish a 587Ah battery production line next year [1] - The company’s small storage battery products range from 20-150Ah, with mainstream models being 50Ah and 100Ah [1] - The current production capacity for small storage products is at full capacity, with production scheduled until the first half of next year [2] Market Demand and Supply - The demand for small storage batteries is higher than for large storage batteries due to multiple regional demands in similar scenarios [2] - The company’s overseas large storage orders are increasing significantly compared to previous years, with major clients in North America, India, and Europe, each accounting for approximately one-third of the market [2] Product Development and Cost - The manufacturing cost of the 587Ah product is expected to decrease theoretically as capacity increases, although initial yield rates may be lower than the current mainstream 314Ah products [2] - The company anticipates that domestic growth next year will be similar to this year, while overseas growth is expected to accelerate [2] Material Management - The company employs different raw material procurement strategies based on market conditions and will engage in commodity hedging to manage price volatility risks [3]