Group 1: Company Overview and Technology - The company has successfully completed the full process technology breakthrough for its anti-VOC pollution light-absorbing coating technology, which is now adopted by companies like Xiaomi, Geely, Chery, and Volkswagen [3] - The nano-coating series materials are designed to address key pain points in the automotive industry, including appearance quality, safety, environmental compliance, durability, and health needs [4] Group 2: Applications of Nano-Coating Materials - The nano-coating materials are widely applicable in various automotive scenarios, such as: - **Assisted Driving Components**: The technology enhances the environmental perception accuracy of assisted driving cameras and ensures clear visibility in cold conditions [4] - **Vehicle Exterior and Decoration**: The materials replicate the metallic feel of traditional chrome plating without environmental pollution, maintaining long-lasting aesthetics [4] - **Interior Environment and Functional Components**: The antibacterial properties of the materials help create a healthier car interior by inhibiting microbial growth [4] Group 3: Future Applications Beyond Automotive - The company is exploring applications of its nano-coating materials in other industries, including: - **Robotics**: The materials can prevent ice formation in cold environments, enhancing the stability and safety of robots [5] - **3C Products**: The materials provide a metallic appearance for consumer electronics without relying on chrome plating, meeting both aesthetic and compliance needs [5] Group 4: Collaboration with Huawei Cloud - The partnership with Huawei Cloud aims to leverage advanced data processing and cloud computing capabilities to enhance digital transformation and smart manufacturing processes [6] - This collaboration will not significantly impact the company's operating performance for the current year, and investors are advised to be aware of investment risks [7]

Core Viewpoint - Hebei Keli Automotive Equipment Co., Ltd. demonstrates unique advantages and development potential in the automotive equipment sector through recent institutional research activities [1][2]. Group 1: Company Overview - The company held an investor activity on September 19, 2025, attended by representatives from Shanxi Securities and company executives, including Chairman Zhang Wanwu and Secretary Zhang Jing [1]. - The company introduced its basic situation, industry overview, investment highlights, and development prospects during the event [1]. Group 2: Technological Advancements - The company has achieved a full-process technological breakthrough in its anti-VOC pollution light-absorbing coating technology, which is set to be gradually mass-produced based on market demand [1]. - New technologies in the field of assisted driving are expected to gain further popularity with the increasing penetration of new energy vehicles, with successful project switches to major clients like Volkswagen, Geely, and Chery [1]. Group 3: Strategic Development - The company adopts a dual-driven strategy of "smart driving components leader + new materials technology engine," focusing on enhancing customer stickiness and global business layout to increase market share [2]. - With the gradual increase in new energy vehicle penetration, the company's products are expected to see both volume and price increases, alleviating capacity shortages post-investment project implementation [2]. Group 4: Competitive Advantages - The company's gross margin is significantly higher than the industry average due to its technological advantages, having developed multiple first-time applications for brands like BMW, Volvo, and NIO [3]. - The company has established deep supply chain collaborations with leading glass manufacturers, allowing it to secure high-difficulty orders at relatively higher prices [3]. - The early adoption of information management systems and intelligent operation systems has led to a unique production model, enabling continuous management improvement and cost advantages [3].

Group 1: Company Overview and Strategic Positioning - The company is positioned as a "leading smart driving component + new materials technology engine" with a dual-driven strategic layout [4] - The company aims to enhance customer stickiness and expand global business layout to increase market share as the penetration rate of new energy vehicles rises [4] - The company’s revenue is expected to grow gradually as production capacity issues are alleviated with the implementation of fundraising projects [4] Group 2: Technological Advancements and Market Solutions - The company has completed the full process of industrialization for its anti-VOC pollution absorption coating technology, addressing industry pain points in the automotive sector [2][3] - The technology has already been mass-produced for models such as Xiaomi YU7 and is transitioning to Xiaomi SU7, with new projects for major brands like Volkswagen, Geely, and Chery [3] - The company has developed multiple first-applications for brands like BMW, Volvo, and NIO, showcasing its innovative capabilities in high-difficulty projects [5] Group 3: Competitive Advantages and Profitability - The company maintains a significantly higher gross margin than the industry average due to its technical advantages and deep involvement in the supply chain [5] - Over 50% of high-risk projects in collaboration with leading glass manufacturers are undertaken by the company, establishing a deep collaborative relationship [5] - The company has implemented smart manufacturing solutions, integrating information management systems to enhance production efficiency and reduce costs [6]

Core Viewpoint - Company Keli Equipment (301552.SZ) is expanding its business into the high-tech barrier nano-coating materials sector, establishing a wholly-owned subsidiary in Lulong County, Qinhuangdao City, which will leverage its technological advantages to create a second growth avenue [1]. Group 1 - Keli Equipment participated in the "Sincere Communication, Delivering Value" event, which is part of the 2025 online collective reception day for listed companies in Hebei [1]. - The company’s general manager, Yu Dejiang, discussed successful cases outside the automotive parts industry during the event [1]. - The establishment of the new subsidiary is aimed at research and preparation of high-tech barrier nano-coating materials, indicating a strategic shift and diversification in the company's operations [1].

Group 1: Company Overview and Market Position - Hebei Keli Automotive Equipment Co., Ltd. focuses on the automotive glass assembly components sector, emphasizing its long-term partnerships with core clients based on trust and mutual value creation [3][4]. - The company has established a strong market presence, with over 50% of high-risk projects in the industry being undertaken by the company [4]. - The company is actively expanding its overseas business, with strategies in place to mitigate tariff impacts and ensure stable growth [5]. Group 2: Product Development and Innovation - The company has successfully developed a unique anti-VOC pollution light-absorbing coating technology, which addresses industry pain points and has been adopted by Xiaomi Automotive [3][8]. - New energy vehicles (NEVs) are driving an increase in glass area and related product usage, leading to a forecasted rise in average vehicle prices [3][10]. - The company is investing in high-tech nano-coating materials, including low VOC matte materials and nano super corrosion-resistant coatings, to meet stringent environmental regulations [7][8]. Group 3: Financial Performance and Growth Outlook - In the first half of 2025, NEV production and sales reached 6.968 million and 6.937 million units, respectively, marking year-on-year growth of 41.4% and 40.3%, with NEVs accounting for 44.3% of total new car sales [10][11]. - The company anticipates significant revenue growth in the coming years, driven by the successful implementation of fundraising projects and the rapid development of the NEV market [11]. - The company is enhancing its production capabilities in North America, with a new facility expected to be operational by the end of 2025, aimed at improving supply chain responsiveness [12].