珠海冠宇(688772) - 2024-020投资者关系活动记录表2024

Group 1: Drone and Low-altitude Aircraft Battery Development - The company maintains strong collaboration with clients in the drone battery sector, achieving a year-on-year revenue growth of 56.36% in the first half of 2024 [1] - Actively exploring new customers in the logistics drone market and advancing product development [2] - Continuous communication with main manufacturers in the low-altitude aircraft sector to enhance battery performance and product solutions [2] Group 2: Solid-state Battery Progress - The company's solid-state batteries are currently in the laboratory sample stage, with self-developed solid electrolyte membranes and specialized cathode materials showing high energy density [2] - The solid-state battery samples have demonstrated good safety performance and cycle life [2] - Participation in Guangdong Province's key research and development plan for quasi-solid-state lithium batteries [2] Group 3: Silicon-carbon Anode Applications - Silicon-carbon anode materials are recognized as a significant trend in lithium battery development, offering higher theoretical energy density compared to graphite anodes [2] - The company is actively researching and testing silicon-carbon anode solutions, with multiple projects in various development stages [2] Group 4: Automotive Low-voltage Lithium Battery Business - The company positions automotive low-voltage lithium batteries as a core competitive advantage, gaining recognition from several well-known domestic and international automotive manufacturers [2] - Multiple products are gradually ramping up production, becoming a major revenue source for the company's power business [2] Group 5: Consumer Battery Technology Innovations - Structural innovations include the use of steel-shell cells and irregular stacked cells to optimize internal space and increase charge capacity [2] - Research on silicon-carbon anode applications aims to enhance energy density, with ongoing studies in cathode and current collector technologies [2] Group 6: Investor Communication and Information Disclosure - The company ensured thorough communication with investors during the meeting, adhering to its information disclosure management regulations to guarantee the accuracy and completeness of disclosed information [2]