NTI(SZ:300532)2022-12-05 01:50Group 1: Company Services and Offerings - The company provides a comprehensive range of services including planning design, research and manufacturing, installation debugging, and after-sales service as part of turnkey projects [2][3] - The company offers a complete system that includes equipment and software, rather than just standalone equipment [3][4] Group 2: Cost Efficiency and Order Cycle - The optimal height for a high-rise warehouse is between 20-23 meters, where the construction cost is comparable to traditional flat warehouses, but with significantly higher production and distribution efficiency [3][4] - The order cycle for the lithium battery industry is typically 3-6 months from contract signing to project delivery, while for the tobacco industry, it ranges from 6-12 months [3][4] Group 3: Profit Margins and Market Position - The company's product gross margin is related to the industry of the customer rather than geographical location [3][4] - The company has established itself in the lithium battery sector, with major clients including Yinlong and CATL, and is actively pursuing additional orders [4][5] Group 4: Competition and Strategic Development - The main competitor in the lithium battery sector is Wuxi Zhongding, which primarily provides equipment without software, while the company offers both equipment and software services [4][5] - The company is exploring new demands in the tobacco industry, focusing on upgrading existing technologies and equipment [4][5] Group 5: Financial Health and Risk Management - The company reported a significant amount of unconfirmed orders worth 1 billion, with most currently being implemented [5] - The risk of bad debts in the tobacco industry is low, primarily due to long payment cycles, while the lithium battery sector faces issues with delayed payments from clients [5]