信宇人(688573) - 信宇人投资者关系活动记录表

Group 1: Market Position and Sales Impact - The current oversupply in the lithium battery industry is primarily due to low-quality and homogeneous products, which presents opportunities for innovative companies like the one discussed to increase sales of SDC coating machines [2] - The lithium battery market still has significant growth potential, and despite a slowdown in growth rate, the company is confident in capturing more market share due to its technological strength [2] - SDC coating machines can save customers approximately 40% in energy consumption while enhancing battery performance, thus aiding in cost reduction and efficiency [3] Group 2: Company Structure and Strategy - The company maintains a larger workforce compared to peers because it retains more production processes in-house rather than outsourcing, resulting in a lower proportion of outsourced processing [3] - The company's development plan for the next 2-3 years focuses on high-end equipment, new processes, and new materials, with SDC coating machines and key components as primary growth drivers [3] - The company aims to enhance its competitiveness in securing integrated orders through the advantages of SDC coating machines [4] Group 3: R&D and Innovation - The company has extensive experience in the R&D and production of key components, which are already successfully utilized in coating and drying processes, and is preparing for the commercialization of these components [4] - The rapid development of new materials from technical platforms to innovative product commercialization is a key focus area for the company [4]