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曼恩斯特(301325) - 301325曼恩斯特投资者关系管理信息20250916
2025-09-16 11:30
Group 1: Financial Performance - The company's gross profit margin decreased in the first half of the year due to changes in product revenue structure, intensified market competition, cost reduction pressures, and fluctuations in capacity utilization [2][3] - The gross profit margin is expected to improve as new orders are gradually produced and delivered, leading to a steady increase in capacity utilization [2][3] Group 2: Product Development - The company has made progress in solid-state/dry process equipment, with orders for various equipment being delivered to clients, including dry multi-roller film systems and ceramic twin-screw fiberization equipment [3] - The company has accumulated substantial technical reserves and validation data in its dual-line strategy for dry and wet processes, achieving order fulfillment across multiple equipment processes [3] Group 3: Future Strategy - The company aims to promote the industrial application of new materials, focusing on advanced coating technology and continuously developing micron and nanometer-level coating processes and equipment [3] - The core products are currently applied in lithium batteries, perovskite solar cells, display panels, and energy storage, with plans to enhance flexible production capacity and adjust product structure according to downstream industry cycles [3]