Group 1: Industry Barriers and Market Position - The barriers in the consumer lithium battery industry are primarily reflected in brand reinforcement and product technology innovation, with a focus on core competitiveness through technology and products [1] - The introduction cycle for international brand manufacturers typically takes 2-3 years, after which collaboration becomes increasingly tight, leading to a gradual increase in product delivery share [1] Group 2: Market Share and Competitive Strategy - China has achieved a 60% market share in the polymer soft-pack lithium-ion battery sector, significantly surpassing competitors from Japan and South Korea [3] - The company aims to deepen its consumer business strategy while focusing resources on the mainstream markets of laptops and mobile phones to ensure successful penetration [3] Group 3: Customer Development and Strategic Focus - The company plans to focus on strategic customers and major client needs to accelerate revenue growth while maintaining a reasonable level of customer concentration [4] - The target customer base includes Fortune 500 companies and top ten brands in specific industries, with a strategy to expand customer resources without limiting to domestic or overseas markets [4] Group 4: Competitive Advantages and Future Outlook - The future market will favor companies with comprehensive strengths, where safety and quality are prioritized by international brand clients [4] - The company is committed to enhancing its core competitiveness through long-term investments in technology, market development, and capacity building, with R&D expenses maintaining around 8% of revenue [5] Group 5: Nickel-Hydrogen Battery Business - The company has over 20 years of experience in manufacturing nickel-hydrogen batteries, currently ranking among the top in the global small nickel-hydrogen battery market [5] - Future plans include leveraging existing advantages to enhance supply in high-value emerging applications like vehicle T-Box and optimizing product structure [5]
豪鹏科技(001283) - 2023年12月20日投资者关系活动记录表