Der(SZ:002631)2022-12-06 08:40Group 1: Company Overview - Del Future Technology Holdings Group Co., Ltd. specializes in the research, production, and sales of lithium-ion battery separators [2][3] - The company has developed high-value-added products, including ceramic-coated separators, which are crucial materials for lithium-ion batteries [3][4] Group 2: Financial Performance - In Q1, the company achieved operating revenue of 71.99 million yuan, a year-on-year increase of 134% [3] - Net profit reached 37.76 million yuan, representing a year-on-year growth of 298% [3] - Sales volume approached 2,000 million square meters, with profit margins improving due to the increased proportion of high-value products [3] Group 3: Production Capacity and Expansion - Currently, the company operates 6 dry production lines, all of which are double-stretched, and 3 ceramic-coated separator production lines [3] - There are 10 dry production lines and 4 wet production lines under construction, with plans to launch 2 wet and 4 dry production lines in the second half of the year [4] - The remaining 2 wet and 6 dry production lines are scheduled to be operational in the first half of the following year [4] Group 4: Market Position and Clientele - The company has transitioned from a hunger sales model to a healthy sales model, reducing its client base from over 100 to several dozen high-quality clients [4] - Major clients include Shenzhen Zhuoneng and Jiangxi Foster in the 3C sector, and China Aviation Lithium Battery and Harbin Guangyu in the power battery sector [4] - The company has successfully established cooperation intentions with well-known lithium-ion battery manufacturers such as BYD, Samsung, and Sichuan Changhong [4]