Group 1: Export Tax Policy Impact - The company's export ratio is 50%, and the recent adjustment of the lithium battery export tax from 9% to 6% will be managed through a dual strategy: communication with customers and leveraging the Vietnam production base [2][3] - The adjustment is seen as a "supply-side reform" that will accelerate industry reshuffling, pushing resources towards companies with technological leadership and cost control capabilities [2] Group 2: AI Business Strategy - The company’s "All in AI" strategy has shown significant results, with AI-related business planning for 2026 focusing on AIPC, wearable devices, and robotics [3][4] - AI PC products are a key revenue contributor, and the company aims to enhance the revenue share of high-value AI end-side businesses in the coming years [4] Group 3: Market Positioning and Product Focus - The company is focusing on high-end mobile power products in response to increasing market safety standards, collaborating with major brands to enhance product safety [4][5] - The company has strategically isolated itself from the low-end market affected by rising storage component prices, maintaining a focus on mid-to-high-end markets [6] Group 4: Financial Projections and Growth Strategy - The company aims for sustainable profitability through a focus on high-quality growth, optimizing customer and product structures to enhance gross margins [4][5] - The storage battery business is expected to see significant growth, with revenue projected to increase several times by 2025, supported by planned capacity expansion [5][6] Group 5: Competitive Differentiation - The company has a 20-year foundation in battery cell technology, allowing it to differentiate itself in the energy storage market, which has diverse applications and high reliability demands [5][6] - The focus on new technology fields and building technical barriers will help the company transcend traditional cost competition [6][7]
豪鹏科技(001283) - 2026年1月16日投资者关系活动记录表