豪鹏科技(001283) - 2024年12月12日投资者关系活动记录表

Group 1: Company Overview and Market Position - The company, Haopeng Technology, has been deeply engaged in the consumer battery sector for over 20 years, collaborating with numerous Fortune 500 companies and top brands in niche markets [4]. - The direct export business to the U.S. is relatively small due to the nature of battery supply chains, where products are delivered to OEMs for assembly [4]. Group 2: Product Development and R&D - Haopeng Technology has applied for 6 core patents related to solid-state batteries and has completed sample development for semi-solid batteries, which are being evaluated by domestic and international brand clients [4]. - The company maintains a four-tier R&D system focusing on forward-looking research, new materials, new processes, and new product design [5]. Group 3: Financial Performance - In the first half of 2024, the company's net profit attributable to shareholders increased by 11.16% year-on-year, driven by significant capacity expansion and improved operational efficiency [6]. - The total operating revenue for the first half of 2024 rose by 34.31%, attributed to the recovery of the consumer market and increased shipment volumes, particularly in the notebook computer and smart wearable sectors, with battery shipments for notebooks up by 48% and for wearables by 39% [7]. Group 4: Cost Management and Profitability - The company has implemented cost control measures and improved management efficiency, which have contributed to a recovery in profitability [6]. - The gross profit margin improved in the second half of 2024 due to enhanced manufacturing efficiency and optimized customer and order structures [7]. Group 5: Future Outlook and Strategic Initiatives - Haopeng Technology plans to expand its overseas energy storage battery business, focusing on high-quality clients globally while maintaining existing production capacity [5]. - The company is actively exploring merger and acquisition opportunities in emerging sectors such as artificial intelligence and low-altitude economy, while continuing to implement its share repurchase plan [8].