Group 1: Sales and Revenue - The company's export sales account for approximately 65% of total sales, with sales models including ODM and proprietary brands [3] - The sales gross margin for 2024 is expected to be high due to lower raw material prices and increased production scale, which dilutes unit manufacturing costs [4] - Revenue from lithium manganese batteries constitutes over 90% of total revenue, indicating a focused business strategy [8] Group 2: Research and Development - The company has established a stable in-house R&D team since its inception, with a 2024 R&D investment accounting for 3.52% of operating revenue [6] - The company is expanding its production capacity with a new project aimed at adding 180 million lithium batteries per year, which will be gradually released based on sales orders [7] Group 3: Competitive Position - The company has developed core technologies in lithium manganese and lithium iron batteries, achieving industry-leading performance and quality [5] - Major domestic competitors in the lithium manganese battery sector include EVE Energy and Penghui Energy, although the company maintains a distinct focus in its business operations [8]
德瑞锂电(833523) - 投资者关系活动记录表