Cangzhou Mingzhu(SZ:002108)2022-12-08 02:58Group 1: Investor Relations Activities - The investor relations activity involved specific object research and analyst meetings [2] - Participants included representatives from various securities firms and insurance companies [2] - The meeting took place on September 24, 2015, at the company's securities investment department [2] Group 2: Product and Cost Insights - The automation level of wet diaphragm production is higher than that of dry diaphragm production [3] - Raw materials account for a relatively low proportion of diaphragm costs, with labor and energy costs being more significant [3] - The gross profit margin for diaphragms in the first half of the year was 68% [3] Group 3: Market Trends and Future Projections - The current high gross profit margin for diaphragm products has room for decline due to competitive pricing pressures in the electric vehicle market [4] - The company has contact with foreign battery manufacturers, with testing times for foreign clients ranging from 1 to 1.5 years [4] - The introduction period for wet diaphragm products is typically between six months to one year [4] Group 4: Pricing and Customer Relations - Wet diaphragms are expected to be approximately 1 yuan more expensive per square meter than dry diaphragms [5] - The company has established business relationships with most major domestic battery manufacturers [5] - The average price increase of diaphragms is attributed to improved product quality and increased experience in diaphragm production [6] Group 5: Technological Development and Patents - The company holds six invention patents related to diaphragms [6] - The experience gained from BOPA film production has significantly aided diaphragm research and development [6] - The future landscape for dry and wet diaphragms indicates that dry diaphragms will primarily be used in large batteries, while wet diaphragms are suitable for 3C electronic products [7]