Lucky Harvest(SZ:002965)2023-09-19 10:26Group 1: Investor Relations and Company Strategy - The company is committed to maintaining good relationships with major clients such as A, B, C, and others, while enhancing its R&D capabilities to improve core competitiveness and expand market reach [1] - The company has received project intention letters totaling approximately CNY 280-285 billion from clients in various sectors, including new energy vehicles and energy storage [2][3] - The company is actively working on a private placement of shares, with updates to be announced in due course [4][5] Group 2: Market Performance and Financial Outlook - The company’s sales target for 2023 is CNY 8 billion, but the performance in the first half of the year was below expectations due to market fluctuations [4][5] - The financial budget report for 2023 is based on the previous year's industry conditions and macroeconomic trends, indicating significant uncertainty in achieving the targets [4][5] - The company emphasizes the importance of maintaining shareholder interests and stabilizing stock prices, especially after a nearly 50% drop in share value over the past two months [5] Group 3: Technological Development and Competitive Edge - The company has advanced technologies in various manufacturing processes, including self-piercing riveting (SPR) and friction stir welding (FSW), which enhance its competitive advantage in the automotive parts sector [3][4] - The company is exploring multiple technological routes for battery tray integration, focusing on high-strength steel stamping and die-casting technologies [2][3] - The company aims to become a core supplier by continuously improving its product structure and production efficiency [4][5]