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]

Core Viewpoint - The company has successfully delivered various solid-state and dry-process equipment to clients, achieving customer recognition for the performance of these systems [2] Group 1: Equipment Orders and Deliveries - The company reported that orders for solid-state and dry-process related equipment from last year have been shipped to clients this year, including dry multi-roller coating systems and ceramic twin-screw fiberization equipment [2] - The company has accumulated substantial technical reserves and validation data around its dual-line strategy for dry and wet processes, with successful order validation across multiple equipment types [2] Group 2: Financial Performance - In the first half of the year, the company achieved revenue of 560.48 million yuan, representing a year-on-year growth of 59.93% [2] - The net profit attributable to shareholders was -23.51 million yuan, a year-on-year decline of 132.66% [2] Group 3: Market Outlook and Orders - The company anticipates a significant increase in new orders this year compared to last year, driven by a recovery in the lithium battery supply chain and improved capacity utilization among downstream clients [2] - There has been a notable increase in overseas orders, with foreign revenue reaching 17.88 million yuan, reflecting a year-on-year growth rate of 146.51% [2]

Group 1 - The core focus of the recent investor relations activity for Shenzhen Manns Technology Co., Ltd. was on the progress of solid-state equipment and share repurchase plans [1][2] - The company has successfully delivered solid-state and dry-process equipment orders to clients, including dry multi-roller film systems and ceramic twin-screw fiberization equipment, which have received positive feedback from customers [1] - The company has established a dual-line layout for dry and wet processes, accumulating substantial technical reserves and validation data, showcasing innovation in new ceramic materials and efficient dispersion technologies [1] Group 2 - As of October 23, 2024, the first phase of the company's share repurchase plan has been completed, while the second phase is ongoing, with a total of 528,900 shares repurchased by August 31, 2025, amounting to 28.8378 million yuan [2] - The repurchased shares are intended for employee stock ownership plans or equity incentives [2] - The company ensured compliance with regulations during the investor meeting, with no significant undisclosed information leaked [2]

Group 1: Company Progress and Technology - The company has made significant progress in solid-state/dry process equipment, with orders shipped to customers, including dry multi-roller film systems and ceramic twin-screw fiberization equipment [2] - The company has accumulated substantial technical reserves and validation data in its dual-line strategy for dry and wet processes, achieving order validation across multiple equipment processes [2] - Innovations include new ceramic materials, efficient dispersion with twin-screw technology, ultra-thin wet coating, and dual-layer co-coating of active materials with solid electrolytes [2] Group 2: Share Buyback Progress - As of October 23, 2024, the first phase of the share buyback plan was completed, with a total of 787,700 shares repurchased for a total amount of 44.4455 million yuan (excluding transaction fees) [3] - The second phase of the share buyback is ongoing, with 528,900 shares repurchased by August 31, 2025, totaling 28.8378 million yuan (excluding transaction fees) [3] - The repurchased shares are intended for employee stock ownership plans or equity incentives [3] Group 3: Investor Relations Compliance - During the investor relations activity, the company adhered strictly to regulations, ensuring no leakage of undisclosed significant information occurred [3] - Participating investors signed a commitment letter as required by the Shenzhen Stock Exchange [3]