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武汉蓝电(830779) - 投资者关系活动记录表
2025-05-20 12:45
Group 1: Investor Relations Activity Overview - The investor relations activity included specific object research and online communication sessions [3][4] - The event took place from May 19 to May 20, 2025, at the company's conference room and online [3] - Attendees included various securities firms and asset management companies, totaling over 20 participants [3][4] Group 2: Key Issues Discussed - **Issue 1**: Decline in micro-power battery testing equipment demand due to reduced investment in new energy battery and material industries, leading to fewer orders [4][5] - **Issue 2**: Small power battery testing equipment is primarily used in the 3C consumer electronics sector, with demand correlated to the production of consumer electronic batteries [4][5] - **Issue 3**: Large power battery testing equipment is used for testing power battery cells and modules, with demand linked to the growth of new energy vehicles and battery production [6][7] Group 3: Market Insights - The small power battery testing equipment market is stable but faces competition from companies like Shenzhen New Will and Ruineng [5] - The large power battery testing equipment market is expected to grow significantly due to increasing demand from the new energy vehicle sector [7] - Continuous investment in research and development is necessary to adapt to market changes and competition in both small and large power battery testing equipment sectors [7]