SUNWODA(SZ:300207)2022-12-06 23:58Group 1: Company Overview - The main products of XWDA include battery modules and energy storage products, with a focus on the 3C lithium-ion battery module and power lithium-ion battery module businesses [1] - The company is expanding its energy storage business, targeting markets in the US, Europe, and Australia, and has established a wholly-owned subsidiary in Qinghai Province to leverage local policies [1] - XWDA has automated production lines for energy storage products, indicating a strong commitment to this sector [1] Group 2: Automation and R&D - The company has a robust automation R&D team, with most equipment being self-developed, enhancing production capabilities across various battery types [2] - Automation equipment and complete lines have already generated revenue through external output [2] Group 3: Market Position and Clientele - The traditional mobile digital lithium-ion battery module business is expected to maintain stable growth, supported by partnerships with major clients like Huawei, OPPO, and Xiaomi [2] - The company plans to increase investment in mobile power sources, focusing on product customization for overseas clients [2] Group 4: Strategic Partnerships and Innovations - The licensing of Microsoft's smart electronic pen patent is expected to enhance market competitiveness and open new revenue streams [2] - The company is actively engaging with well-known tablet and laptop manufacturers to provide comprehensive smart hardware solutions [2] Group 5: Electric Vehicle Battery Development - XWDA has been developing electric vehicle batteries since 2011 and has built a strong R&D team and client relationships, with initial deliveries starting in 2015 [2] - The focus for 2015 was on factory construction, collaboration discussions, and technology reserves, with expectations for significant contributions to future performance [2]