德尔股份(300473) - 德尔股份投资者关系管理信息20250829

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 244,110.15 million yuan, representing a growth of 6.72% year-on-year [1] - The net profit attributable to shareholders reached 5,087.06 million yuan, showing a significant increase of 178.09% compared to the previous year [1] - The revenue from new energy vehicle products increased by 74.1% year-on-year, contributing to overall revenue growth and improved revenue structure [1] Group 2: Strategic Acquisitions - The acquisition of Cactus in 2017 was aimed at ensuring sustainable business growth by expanding the product line with noise reduction, thermal insulation, and lightweight products [3] - Cactus's clientele primarily consists of leading OEMs in Europe and the United States, which helps the company expand from a domestic market to a global one, enhancing competitiveness and risk resilience [3] Group 3: Global Operations - The company has established international production and R&D bases in countries such as the USA, Mexico, Germany, Spain, Belgium, Poland, and Slovakia [4] - The global production layout allows the company to embed its supply chain deeply into the European and American markets, forming a closed-loop supply chain system [4] - Localized production and sales reduce dependency on a single market and mitigate risks while shortening product supply cycles [4] Group 4: Client Relationships - The company is a first-tier supplier to major automotive manufacturers including Mercedes-Benz, BMW, Porsche, Audi, Volkswagen, Ford, General Motors, and others [5] - It has established strategic partnerships with numerous domestic and international automakers, with most products supplied directly to these manufacturers [5] Group 5: Battery Technology - The company has proactively engaged in solid-state battery projects since 2017, recognizing the significant market value of this technology [7] - Solid-state batteries are positioned as a horizontal expansion of the company's automotive parts product categories, aligning with the trend of electrification in the automotive industry [7] - The solid-state batteries utilize oxide electrolyte technology, offering high safety standards and excellent thermal performance [7]