Topband(SZ:002139)2022-12-08 05:28Group 1: Company Overview - The company specializes in the research and production of smart controllers, being the first in the industry to enter the capital market [1] - The main industrial directions include smart controllers, new energy industry, and high-efficiency motors [1] - Smart controllers currently provide the main profit and cash flow for the company [1] Group 2: Lithium Battery Business Progress - The new energy industry, particularly lithium batteries, has progressed smoothly during the reporting period, mainly applied in electric buses and energy storage [2] - Lithium power battery quality has been stable, having passed validation from several bus manufacturers, but large-scale supply has not yet commenced due to order specificity [2] - In the energy storage sector, overseas markets focus on replacing lead-acid applications and golf cart batteries, while domestic markets mainly support mobile base stations, achieving good progress [2] Group 3: Revenue Structure of Lithium Battery Business - The lithium battery business includes PCM battery protection boards, mobile power sources, and lithium power batteries [2] - Revenue structure indicates that mobile power sources and PCM battery protection boards are the main contributors, with lithium power batteries accounting for approximately 15% of the total [2]