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豪鹏科技(001283) - 2025年7月31日投资者关系活动记录表
2025-07-31 15:30
Group 1: Company Strategy and Market Positioning - The company aims to enhance profitability through new application scenarios, technology upgrades, and product innovations, particularly in the "AI+ solid-state" energy solutions sector [2][3] - The strategy involves transitioning from a "supplier" to a "product co-definer" by focusing on key brand clients and developing products that meet their specific needs [4] - The company has established long-term strategic partnerships with leading global brands, facilitating a positive cycle of "technology breakthroughs → value enhancement → capacity collaboration" [4][5] Group 2: Product Development and Technological Advancements - The company has made significant progress in solid-state technology, focusing on polymer, oxide, and sulfide routes, particularly for consumer-grade AI terminal applications [7] - The semi-solid battery has achieved a volumetric energy density of 950 Wh/L, addressing stability issues with innovative bonding interface technology [7] - The company is leveraging its expertise in small battery technology to meet the growing demand for high energy density in AI-related markets, such as smart wearables and AI PCs [5][6] Group 3: Research and Development Focus - The R&D team comprises experts from top global institutions and industry scientists, emphasizing a full-chain technical capability from material research to product application [6] - Future R&D investments will be concentrated on high-return, high-value AI+ business areas, with a focus on precision development in collaboration with key clients [6] - The company is committed to fostering a competitive environment for R&D talent through attractive compensation and equity incentives [6] Group 4: Market Opportunities and Client Engagement - The company is actively exploring the low-altitude economy, recognizing battery performance as a critical factor for the development of flying cars, requiring high safety and energy density [8] - The company has established stable partnerships with leading drone manufacturers, with product supply expected to double in 2025, indicating strong client engagement in the low-altitude sector [8] - The company is also expanding its client base in the low-altitude market, aiming to capitalize on future demand for eVTOL applications [8]