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德尔股份(300473) - 德尔股份投资者关系管理信息20250716
Dare AutoDare Auto(SZ:300473)2025-07-17 01:28

Group 1: Company Overview and Development Strategy - The company is an international automotive parts system supplier, primarily producing and selling noise, vibration, and harshness (NVH) products, thermal insulation, lightweight products, motors, pumps, and automotive electronics [1][2]. - Initially focused on steering pump products, the company has gained significant market recognition and share, expanding its product line through continuous innovation and acquisitions, including the purchase of German company Kakuisi in 2017 [2]. - The company has established global R&D bases in Europe, North America, and Asia to support its international expansion [2]. Group 2: Solid-State Battery Development - The company began its solid-state battery initiative in 2018 after recognizing the technology's market potential during a visit to Japan [3]. - Key materials and process parameters for solid-state batteries have been developed, allowing for customized solutions based on client needs [4]. - Future plans include accelerating the construction of pilot production lines and gradually implementing mass production based on market demand [5]. Group 3: Product Features and Market Position - The solid-state battery features high safety standards, having passed third-party tests for puncture, heat, and overcharging, and can operate at high temperatures without cooling systems [9]. - The liquid retarder product offers advantages such as high braking torque per unit weight, lightweight design, and cost-effectiveness, leading to increased market competitiveness [11]. - The Kakuisi subsidiary benefits from a global production layout, enabling quick responses to customer needs across different regions [12][13]. Group 4: Financial Performance and Growth - The company has seen continuous improvement in its operational performance in 2024 and Q1 2025, attributed to enhanced management efficiency and a decrease in expense ratios [13]. - Revenue growth has been significantly driven by the rapid increase in sales of products related to the new energy vehicle sector [13].