电池后服务市场
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星云股份(300648) - 2025年10月30日投资者活动关系记录表
2025-10-30 10:34
Group 1: Financial Performance - The company's revenue for Q3 is approximately 300 million yuan, with a cumulative revenue of 800 million yuan for the first three quarters, showing growth compared to the same period last year [2] - Revenue from the equipment sector increased by 8.5% year-on-year, attributed to the expansion of new clients in East and South China [2] Group 2: Electric Vehicle Battery Services - The company’s electric vehicle battery testing service center utilizes advanced battery testing equipment and the proprietary "Battery Health AI Model" to provide professional battery health testing services [3] - The battery after-service market includes collaborations with insurance companies, used car assessment agencies, and regulatory authorities, covering electric vehicles, electric two-wheelers, energy storage, electric aircraft, and robotics [3] Group 3: Solid-State Battery Development - Solid-state batteries are a key focus area, with the company establishing deep partnerships with leading lithium battery enterprises and maintaining long-term collaborations with emerging solid-state battery companies [3] Group 4: Contract Liabilities and Order Status - The increase in contract liabilities primarily reflects customer prepayments, indicating the status of current orders [3] - The delivery schedule for equipment varies by type, but the overall inventory turnover cycle remains stable [3]