斯莱克(300382) - 斯莱克调研活动信息

Group 1: Company Overview and Business Model - Suzhou Sileck Precision Equipment Co., Ltd. focuses on digital printing can technology combined with blockchain for product traceability, enhancing anti-counterfeiting measures [1][2] - The company aims to establish an ecosystem for blockchain applications, particularly in consumer goods, without directly engaging in production or sales [2] Group 2: Battery Shell Business Development - The battery shell business is primarily located in Xinxiang and Hefei, chosen for strategic partnerships and existing manufacturing capabilities [3][4] - The Hefei project has recently begun construction, while the Xinxiang project is progressing with production lines being tested and established [4] Group 3: Production Efficiency and Market Demand - Once operational, the battery shell production lines are expected to significantly outperform traditional manufacturing methods, with last year's output in Xinxiang exceeding 10 million [4][5] - The company is currently engaging with major battery manufacturers as potential clients, emphasizing the need for rigorous testing and quality assurance before mass production [5] Group 4: Financial Health and Inventory Management - The company faces challenges with high accounts receivable and inventory levels due to production line costs and pandemic-related delays, but the risk of impairment is considered low [6] - Continuous demand growth in the industry is expected to mitigate potential inventory issues, as production lines will eventually be utilized [6]