Financial Performance - The company achieved a revenue of 854 million CNY in the first three quarters of 2024, representing a year-on-year growth of 19.58% [2] - The net profit attributable to shareholders reached 151 million CNY, with a year-on-year increase of 29.96% [2] - The growth in Q3 was attributed to improved customer service and effective cost reduction measures [2] Global Expansion - The company is in the process of establishing a wholly-owned subsidiary in Germany, which will serve as an international strategic platform [3] - Active efforts are being made to expand overseas markets, leveraging a mature manufacturing system and professional service capabilities [3] Partnerships and Market Position - The company collaborates with over 200 clients, including the top ten domestic power battery companies in the lithium battery roller press equipment sector [4] - Plans to expand into emerging markets while maintaining a strong domestic presence [4] Dry Electrode Technology - Dry electrode technology offers significant advantages over traditional wet processes, including cost reduction and environmental benefits [5] - The company has established a production demonstration line for dry electrodes and has delivered over ten sets of dry electrode equipment to clients [5] Cost Reduction Potential - The dry electrode technology is expected to lower battery costs by over 10% upon mass production [6] Solid-State Battery Development - The dry electrode technology is conceptually linked to solid-state batteries, with ongoing development of related production equipment [7] - A strategic cooperation framework agreement has been signed with the Sichuan New Energy Innovation Center to accelerate the industrialization of solid-state battery key equipment [7] R&D Investment - R&D expenses for the first three quarters of 2024 were 5.7361 million CNY, a decrease of 64.43% year-on-year, primarily due to the transfer of previously accounted R&D expenses [8] Collaboration with Shenzhen Qingyan Electronics - The partnership with Shenzhen Qingyan Electronics, established in 2009, focuses on developing new dry electrode processes [9] Market Resilience - The company maintains growth despite a slowdown in downstream battery manufacturers' expansion, due to its specialization in roller press equipment and a production model based on customer orders [9]
纳科诺尔(832522) - 投资者关系活动记录表