Group 1: Industry Trends and Technology - Safety remains the primary principle in lithium battery development, with a focus on high energy density as a key demand trend [1] - The demand for flexible and practical battery shapes is increasing due to the diversity of smart wearable products [2] - Solid-state batteries are expected to revolutionize the consumer battery field, although their commercialization faces challenges [2] Group 2: Competitive Landscape - The consumer lithium battery market is highly competitive, indicating strong industry growth potential [3] - Continuous innovation in technology and products is essential for maintaining a competitive edge [3] - The company has accumulated significant experience and a strong customer base, which provides a competitive advantage [3] Group 3: Growth Drivers for 2024 - The lithium market is recovering after a downturn in 2023, driven by the rapid turnover of consumer electronics [4] - The company is diversifying its product offerings to better meet market demands, leading to a more balanced revenue structure [4] - Cost reductions in raw materials and improvements in operational efficiency are enhancing profit margins [4] Group 4: Future Growth Areas - The rise of generative AI and new consumer electronics is expected to drive demand for lithium-ion batteries [5] - Smart wearable devices, particularly smartwatches and rings, are gaining popularity due to their convenience and health monitoring features [5] - The smart home market is expanding, with a focus on interconnected devices and user interaction [6]
紫建电子(301121) - 重庆市紫建电子股份有限公司2024年度业绩说明会投资者活动记录表