Group 1: Company Strategy and Development - The company focuses on the lithium battery industry, aiming to strengthen its market share in traditional businesses while actively expanding into emerging sectors such as energy storage and advanced packaging (SIP) [2] - The company is advancing its international strategy by enhancing its overseas manufacturing capabilities and localizing supply chains, particularly in Vietnam [2] Group 2: Research and Development Investment - Research and development (R&D) investments from 2021 to 2023 were 4.07 billion, 6.42 billion, and 3.88 billion respectively, with a year-on-year increase of 24.27% in the first half of 2024 [2][3] - The proportion of R&D investment in total revenue has been consistently increasing, reflecting the company's commitment to innovation [2] Group 3: Emerging Business Performance - The energy storage business achieved sales of 9.86 billion, a year-on-year growth of 313.68% [3] - The SIP business generated sales of 8.47 billion, with a year-on-year increase of 16.08% [3] - The smart hardware assembly business reported sales of 7.03 billion, showing a significant growth of 119.96% [3]
德赛电池(000049) - 2024年9月24日投资者关系活动记录表