Group 1: Sales and Market Position - The company's product export ratio is 60.98%, with significant applications in smart security, IoT, smart instruments, and GPS devices [2] - The main sales model includes ODM and proprietary brand sales, with ODM focusing on battery brand partnerships and proprietary brands targeting industrial clients [5] Group 2: Cost Structure - Lithium strip constitutes approximately 35%-55% of the raw material cost for lithium primary batteries, fluctuating with market prices [3] Group 3: Pricing and Production Strategy - Product pricing is determined through negotiations based on customer collaboration, raw material price trends, and market competition [4] - The planned design capacity for the new high-performance lithium battery R&D and production project is 180 million units, with potential gradual capacity release based on market demand [6] Group 4: Future Growth and M&A Considerations - The company remains focused on the R&D, production, and sales of lithium manganese and lithium iron batteries, emphasizing technological innovation and market expansion [7] - There is an ongoing evaluation of potential mergers and acquisitions in related upstream and downstream industries to enhance overall capabilities [8]
德瑞锂电(833523) - 投资者关系活动记录表