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武汉蓝电(830779) - 投资者关系活动记录表

Company Overview - The company held an investor relations event on November 27, 2024, at its Wuhan office, attended by various investment firms and securities companies [3] - The event was hosted by the company's Board Secretary, Wang Yali, who provided an overview of the company and addressed investor concerns [3] Product Performance - Among the company's product categories (low-power, small-power, and high-power equipment), high-power equipment showed the fastest growth rate due to its smaller revenue base [4] - High-power equipment customers are primarily battery manufacturers, with strong growth indicated by current orders [4] Customer Relations and Financial Management - The company maintains high customer loyalty, particularly for low-power and small-power equipment, due to their stability and precision [4] - A customer credit rating system is in place to manage payment terms, resulting in good accounts receivable collection [4] R&D and Competitive Advantages - R&D expenses increased by 15.12% year-over-year in Q3 2024, driven by the expansion of the R&D team and adjustments to R&D personnel salaries [4] - Key competitors include Shenzhen Neware, RuiNeng, Nebula, and Sinexcel, with the company's competitive edge lying in product testing accuracy, stability, and software functionality [5] - The company's high-precision battery testing equipment, such as M340A, G340A, and D340A, matches or exceeds the performance of competitors' equipment, with current and voltage testing accuracy at 0.01% [5] - The software system offers comprehensive features, including step editing, remote monitoring, test calibration, and data openness, making it user-friendly and efficient [5] Fundraising Project Progress - The company's fundraising project was delayed due to irregular land shape, requiring adjustments to the design and construction plans [6] - The project is now progressing smoothly, with an expected completion date of June 30, 2026 [6]