Group 1: Market Demand and Production Growth - The demand for energy storage orders has rapidly increased in the second half of this year, driven by the company's proactive capacity layout and customer development [4] - The company has seen significant revenue growth from clients such as Chuangneng New Energy and Zhongqi New Energy, with production of square battery precision structural components expected to maintain rapid growth [4] Group 2: Future Profitability and Cost Management - The cylindrical battery precision structural components have steady demand, with large-scale production of the full-tab series products already achieved [5] - As downstream customer orders increase, the company's capacity utilization will rise, leading to reduced manufacturing costs and lower transportation costs due to new production bases [5] - The proportion of period expenses to revenue is expected to decrease as the company's revenue scale grows, improving profitability in the second half of the year [5] Group 3: Robotics and Strategic Investments - The company is focusing on the development of core components for humanoid robots, leveraging strategic investments in Guohua Intelligent and Yingzhi Technology to enhance its product offerings [6] - The establishment of Wuxi Zhili Sensor Technology Co., Ltd. aims to provide advanced intelligent sensor solutions, with products already in testing phases for collaborative robots and humanoid robots [7] Group 4: Investor Relations Activity - The investor relations activity took place on September 29, 2025, with participation from various securities firms and company executives [2] - The event did not involve any undisclosed significant information [7]

Core Viewpoint - The article highlights the significance of the 23rd China International Motorcycle Expo as a platform for showcasing advancements in electric mobility, particularly in the context of new national battery safety standards and the transition from traditional lead-acid batteries to lithium batteries as the core power source for electric two-wheelers [3][6]. Group 1: New National Standards and Battery Innovations - The new national standards are driving the lithium battery market, emphasizing safety, lightweight design, long cycle life, high energy density, and environmental friendliness, positioning lithium batteries to replace traditional lead-acid batteries in the electric two-wheeler market [6]. - The PRO-MAX 46137 battery, introduced by BAK Battery, features a weight energy density of 190Wh/kg and a volume energy density of 490Wh/L, providing a large capacity of 30Ah, which enhances the endurance of electric two-wheelers [6][8]. - The PRO-MAX battery is designed with a steel shell structure and directional pressure relief, ensuring safety through rigorous testing, thus setting a new safety standard in the industry [8]. Group 2: Economic and Environmental Benefits - The PRO-MAX 46137 battery offers a lifecycle cost of electricity that is 50% lower than that of lead-acid batteries while maintaining an initial installation cost comparable to lead-acid options [8]. - With a lifespan of 2000 cycles, the battery can last over five years, reducing the need for frequent replacements, and operates effectively in a wide temperature range of -35℃ to 65℃, maintaining over 90% energy retention in low temperatures [8]. - The battery's design allows for high material and space utilization, making it compatible with most modules, which could establish it as a new standard in the electric two-wheeler sector [8]. Group 3: Market Growth and Future Outlook - The electric two-wheeler market in China is projected to grow, with an expected shipment of 49.6 million units in 2024, potentially reaching 54 million units in 2025 and 58 million units in 2026, driven by the implementation of new national standards and replacement demand [13]. - The penetration rate of lithium battery-powered electric two-wheelers is anticipated to increase, with shipments expected to rise from 4.62 million units in 2024 to 6.7 million units in 2026 [13]. - BAK Battery aims to lead the industry by focusing on safety, economy, and performance in its product offerings, contributing to the advancement of green mobility [14].