斯莱克(300382) - 斯莱克调研活动信息

Group 1: Company Overview and Business Focus - Suzhou Sileck Precision Equipment Co., Ltd. primarily produces can-making equipment for the beverage industry, specifically for easy-open cans [1][2] - The company is not currently considering direct production of easy-open cans but is exploring digital printing cans due to their innovative potential [2][3] Group 2: Digital Printing Cans - Digital printing cans offer customized services that transform food packaging into a medium for information transmission, allowing for personal expression [2][3] - The demand for digital printing cans is growing, particularly in sectors that previously did not use can packaging, such as rice, tea, and craft beer [3] Group 3: Intelligent Production Lines - The company’s intelligent production lines include existing can lines and digital printing can lines, representing a comprehensive upgrade from traditional automated lines [3][4] Group 4: New Energy Vehicle Battery Shells - The company applies its can-making technology to produce battery shells for new energy vehicles, utilizing a stretching technique that enhances quality and efficiency compared to traditional methods [4][5] - The focus is on producing battery shells rather than production lines due to insufficient market demand for battery shell production lines [5][6] Group 5: Market Share and Growth Potential - The domestic market share for easy-open can equipment exceeds 50%, while the international market share is around 10% [5] - There is significant growth potential in the traditional easy-open can equipment business due to economic development and regulatory policies favoring can packaging [5] Group 6: Future Plans for Battery Shells - The company is considering expanding into the production of square battery shells, with a projected R&D cycle of 1-2 years depending on market demand [6][7] - Currently, cylindrical steel battery shells are being supplied, and cylindrical aluminum battery shells are in the testing phase [6][7] Group 7: Customization and Insulation Requirements - The digital printing can production line is not currently applied to square battery shells due to differing core requirements, primarily focusing on insulation performance [7]