德尔股份(300473) - 德尔股份投资者关系管理信息20260109

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 3.642 billion CNY, representing a year-on-year increase of 7.67% [1] - The net profit attributable to shareholders for the same period was 79.2304 million CNY, showing a significant year-on-year growth of 228.13% [1] - In 2024, the subsidiary Aizhuo Technology reported a revenue of 369 million CNY, with a year-on-year increase of 68.95% [3] - Aizhuo Technology's net profit attributable to shareholders for 2024 was 23.5865 million CNY, up 65.42% year-on-year [3] - In the first half of 2025, Aizhuo Technology's net profit reached 26.4673 million CNY, exceeding the total for the previous year [3] Group 2: International Operations - The company's overseas revenue accounted for over 70% in both 2024 and the first half of 2025 [1] - The company has established international R&D bases in countries including the USA, Mexico, Germany, Spain, Belgium, Poland, Austria, and Slovakia [1] - Partnerships have been formed with renowned international clients such as Mercedes-Benz, BMW, Audi, Volkswagen, Ford, General Motors, Stellantis, and Porsche [2] Group 3: Solid-State Battery Development - The company has achieved continuous trial production of solid-state batteries, demonstrating good consistency during the process [2] - The solid-state batteries have high safety features, passing third-party safety tests and obtaining UN38.3 certification for lithium battery transport [2] - The batteries exhibit excellent high-temperature performance, allowing for normal operation under elevated temperature conditions [2] - The electrolyte material formulation is a core commercial secret, enabling customized development to meet various application scenarios [2] - Besides Jiangxi Jiangling Group, the company has signed development agreements or cooperation letters with other clients for solid-state batteries [2] Group 4: Aizhuo Technology Clientele - Aizhuo Technology's main clients include well-known domestic and international automotive manufacturers and first-tier suppliers such as FAW, Xiaopeng, Faurecia, and others [3]