Group 1: Company Strategy and Financial Outlook - The company aims to become a leader in edge energy through its "All in AI" strategy, focusing on continuous technological innovation and deepening relationships with top global brand clients [1] - The company is working to optimize its product structure and improve manufacturing efficiency to maintain or increase its profit margin [1][2] - The company expects to create long-term sustainable returns for investors through improved operational quality and cost management [2] Group 2: Impact of Raw Material Prices - The company has implemented strategies, including product price adjustments, to mitigate the impact of rising raw material prices on Q4 performance [2][5] - The company is optimistic about its ability to navigate the challenges posed by raw material price fluctuations and is enhancing its product structure towards high-value offerings [2][5] Group 3: Production Capacity and Expansion Plans - Current production capacity utilization is good, with resource synergies and scale effects supporting business growth [3] - The company has successfully launched its Vietnam production base, which primarily serves international clients, and is open to future capacity expansion plans [3] Group 4: BBU Battery Business Performance - The BBU battery business is expected to continue its positive growth trajectory, driven by increasing demand for AI computing and high-end backup power solutions [3] - The company has established a solid technical foundation and customer partnerships in the BBU battery sector, with ongoing projects for mass production [3] Group 5: Shareholder Engagement and Market Strategy - The company is committed to maintaining open communication with shareholders and considers their suggestions seriously [6] - The management emphasizes the importance of solid business operations and customer service as the foundation for sustainable growth, while also being mindful of market conditions and investor expectations [4][6]
豪鹏科技(001283) - 2025年11月20日投资者关系活动记录表