SUNWODA(SZ:300207)2024-01-22 13:16Group 1: Energy Storage Business - The company's energy storage business includes energy storage cells and systems, covering network energy, home storage, power storage, and smart energy sectors [1] - The company aims to increase its self-supply ratio and market share in energy storage cells [1] Group 2: Impact of Lithium Prices - The decline in lithium carbonate prices is beneficial for the company's cost control of raw materials and supports industry development [1] - Overall profitability depends not only on cost management but also on market conditions and competition [1] Group 3: Battery Production Capacity - The company plans its battery production capacity cautiously based on customer orders and market demand [1] - Adjustments to production capacity will be made gradually in response to market needs [1] Group 4: Key Customers - The company's battery customer structure is balanced, including major domestic and international automakers such as Geely, Dongfeng, and Renault [2] - The company aims to expand its market presence and increase its share among existing customers, expecting growth in performance [2] Group 5: Consumer Electronics Market Trends - The consumer electronics market is expected to grow in 2024 due to the replacement cycle and the application of AI and MR in devices [2] - The company plans to maintain existing customer shares while actively exploring new markets, providing integrated "PACK + cell" services to enhance self-supply rates [2]