曼恩斯特(301325) - 2024年12月3日投资者关系活动记录表

Group 1: Company Overview - The company is Shenzhen Mannesmann Technology Co., Ltd., with stock code 301325 and abbreviation Mannesmann [1]. - The investor relations activity took place on December 3, 2024, with 35 participants from various institutions [2]. Group 2: Key Business Areas - The company specializes in perovskite technology, with orders covering GW, pilot tests, and experimental systems [2]. - The domestic competitive advantage of the GW-level perovskite coating system is significant, aiding clients in commercializing large-area perovskite components [2]. Group 3: Dry Process Equipment Progress - The company has completed the layout of dry process film formation technology, covering all front-end processes including mixing, granulation, and film formation [3]. - The company has provided testing experiments for dry process electrodes to multiple domestic and international enterprises [3]. Group 4: Future Development and Market Potential - Dry process technology offers multiple advantages such as cost reduction, increased energy density, and avoidance of electrode delamination [3]. - The future market potential for dry process technology is significant, applicable not only to solid-state batteries but also to existing liquid lithium battery production [3].