Workflow
大东南(002263) - 2015年11月12日投资者关系活动记录表
DDNDDN(SZ:002263)2022-12-07 08:34

Group 1: Lithium Battery Business - The company currently produces 3,000 units of 18650 cylindrical batteries per day, with a target to reach 100,000 units per day by May next year [1][2] - The production capacity of 300 million ampere-hours corresponds to 300,000 units per day, while 750 million ampere-hours corresponds to 800,000 units per day [2] - The current price for digital batteries is approximately 4.7-4.8 yuan per unit, with a cost estimate of 4.5-4.6 yuan per unit [2] Group 2: Battery Separator Production - The lithium battery separator is currently only partially in production, primarily for the digital battery sector [3] - The company is adjusting its production process to align with the shift towards wet coating technology for power batteries [3] Group 3: Game Development Business - The acquisition of YouTang Network was driven by industry growth potential and the capabilities of its management team [3] - Current game titles such as "The Last Days," "EVA: Soul Liberation," and "Pocket Monster" are performing better than expected [3] Group 4: Optical Film Project - The company has two optical film production lines, one imported from Germany and another from Japan, with the German line expected to start trial production in mid-December 2015 [4] - Adjustments have been made to key equipment configurations to address common issues [4] Group 5: Traditional Film Business - The traditional film business includes three segments: ultra-thin capacitor film, BOPET film, and CPP packaging film, with the latter facing challenges due to price drops [4][5] - The company aims to stabilize its capacitor film production while exploring high-tech plastic packaging films and diversifying into lithium battery separators and optical films [5]