每经AI快讯，有投资者在投资者互动平台提问：请问上半年碳酸锂价格波动对电池成本端仍有压力， 公司通过哪些方式（如长协锁价、材料自研、良率提升）对冲成本波动？当前动力电池及3C电池的产 能利用率是否达到或超过行业平均水平（如75%以上）？下半年是否有新产能投放（如南昌、枣庄基 地）？毛利率环比改善的趋势能否延续？ （文章来源：每日经济新闻） 欣旺达（300207.SZ）9月23日在投资者互动平台表示，公司有使用提前备货，长协等多种方式平缓原材 料端的价格波动。公司目前产能利用合理，随着产能利用率的进一步提高，以及客户结构的进一步优 化，预计毛利率未来将会持续改善。 ...

Group 1 - The core objective of the company's Hong Kong listing is to deepen its globalization strategy, with significant overseas production bases established in India, Vietnam, Hungary, and Morocco [2] - The company has seen a notable increase in overseas revenue, projected to account for 41.83% in 2024, indicating effective global expansion [2] - Recent capital operations include raising $440 million through Swiss GDRs in 2022 and planning a spin-off of its battery subsidiary, which was later paused due to profitability issues [2] Group 2 - The company's consumer battery segment remains its cash cow, contributing 54.27% of revenue in 2024, while the power battery business is critical for future growth [3] - Power battery shipments reached 25.29 GWh in 2024, a year-on-year increase of 116.89%, with revenue of 15.139 billion yuan, up 40.24% [3] - Despite revenue growth, the company faced cumulative losses exceeding 3.246 billion yuan from 2021 to 2023, prompting a strategic shift towards overseas markets [3] Group 3 - The company faces challenges such as geopolitical risks and the need for localized supply chains in its overseas operations [4] - Opportunities arise from policies like the EU's ban on fuel vehicles by 2035 and the U.S. Inflation Reduction Act, which necessitate global capacity for battery manufacturers [4] - The Hong Kong listing is seen as a pivotal move for the company to enhance its international presence and compete effectively in the global market [4]

Core Viewpoint - The 17th Shenzhen International Battery Technology Exchange Conference/Exhibition (CIBF2025) successfully concluded, focusing on battery technology innovation and industry collaboration, attracting global top enterprises and industry leaders to explore new development paths [2][4]. Group 1: Exhibition Scale - Over 3,200 domestic and international exhibitors showcased advancements in global power batteries, energy storage batteries, 3C batteries, charging and swapping equipment, battery materials, manufacturing equipment, and solutions for power and energy storage systems, particularly in new energy vehicle batteries [2]. Group 2: Audience Engagement - The event attracted more than 400,000 professional visitors from over 70 countries and regions, highlighting the industry's vitality and interest [3]. Group 3: Conference Content - CIBF2025 featured discussions with experts, industry benchmarks, and leaders, contributing to a collaborative vision for the future of energy [4].