星云股份(300648) - 2025年4月28日投资者活动关系记录表

Group 1: Company Performance - In 2024, the company's revenue reached 1.091 billion yuan, representing a year-on-year growth of 20.33% [2] - The gross profit margin improved, and accounts receivable and operating cash flow saw significant enhancement, with the growth rate of expenses being lower than that of revenue [2] Group 2: Research and Development - The company has streamlined its workforce and reduced costs while maintaining continuous investment in R&D, leading to significant efficiency improvements [2] - The main sources of R&D validation testing include customer testing demands (highest proportion), new materials or suppliers, and customized testing for different automotive clients [4] Group 3: Market Outlook - Recent recovery in downstream customer demand, combined with advancements in new battery technologies, is expected to positively impact the company's business outlook [3] - The implementation of new safety regulations for electric vehicle batteries will expand the demand for testing services, benefiting the company's testing equipment business [3] Group 4: Safety and Risk Management - Effective detection methods can provide early warnings to prevent battery self-ignition risks, allowing for timely interventions before reaching critical states [4] Group 5: Strategic Partnerships and International Expansion - The company is actively pursuing overseas business opportunities, collaborating with leading enterprises in the solid-state battery sector and adapting testing solutions for various clients [5] - In light of U.S. tariff sanctions, the company continues to develop relationships with clients in Europe and other regions while monitoring policy developments [5]