编号：2025-004 | 投资者关系 | 特定对象调研 分析师会议 | | | 媒体采访 业绩说明会 | | | --- | --- | --- | --- | --- | --- | | 活动类别 | 新闻发布会 路演活动 |  | 现场参观 | | | | | 其他 （请文字说明其他活动内容） | | | | | | 参与单位名 称及人员 | 长信基金：程昕 | | 同泰基金：义胜军 | | 壹拾资产：钱纪廷 | | | 中国人保：朱杨林 | | 中航基金：马晟源 | | 陆家嘴信托：江坤 | | | 太平洋资管：恽敏 | | 天风证券：周春林 | | 新华基金：李业彬 | | | 明汯投资：唐毅 | | 中银国际：张岩松 | | 益昶投资：李艳 | | | 兴业证券：金欣欣 | | 兴全基金：吴钰铮 | | | | 时间 | 2025 年 7 月 23 日 15：00-16：00 | | | | | | 地点 | 线上路演交流 | | | | | | 上市公司接 | 董事会秘书：宋辉 | | | | | | 待人员 | 证券事务代表：卢志娟 问答交流 | | | | | | | | | ...

Group 1: Lithium Battery Business Development - The company has seen significant growth in its lithium battery business, with new orders amounting to nearly 1 billion yuan since December 2024 [2] - Major clients include leading lithium battery manufacturers such as CATL, Ganfeng, and Aiko [2] - Solid-state battery production lines are still in the experimental phase, with no mass production lines established yet [2][3] Group 2: Solid-State Battery Technology - The company is developing a high-temperature clamp for solid-state batteries, with pressure levels increasing from 3-5 tons to 60-80 tons [3] - The solid-state battery thermal press clamp features three core advantages: uniform pressure transmission, precise temperature control, and flexible compatibility with various products [3] Group 3: Order Status and Financial Performance - As of the end of 2024, the company had an order backlog of 4.526 billion yuan (excluding tax) [4] - New orders in the first half of the year increased by approximately 50% year-on-year, primarily driven by lithium battery equipment and new energy orders [4] Group 4: Energy Storage Challenges and Future Plans - The company faced significant losses from its energy storage projects due to high construction costs and lack of effective policy guidance [5] - Future improvements are expected by 2026 with the implementation of relevant policies, focusing on zero-carbon parks and virtual power plants domestically, and integrated microgrid applications overseas [5] Group 5: Profitability Outlook - The company is optimistic about achieving profitability this year, driven by international market expansion and operational efficiency improvements [7] - A robust order backlog and accelerated project implementation are key factors supporting this outlook [7] Group 6: Robotics and Automation Ventures - The company holds a 5% stake in Nightingale Information Technology, aiming to enhance its automation and intelligent technology capabilities [8] - The focus remains on applying robotic technology in its projects, including self-developed inspection and stacking robots [8]