先导智能(300450) - 2015年8月12日投资者关系活动记录表

Group 1: Company Overview - The company is Wuxi Xian Dao Automation Equipment Co., Ltd., with stock code 300450 and abbreviation Xian Dao Shares [1] Group 2: Investor Relations Activity - The investor relations activity involved a specific audience survey with participation from 38 institutions [2][4] - Notable participants included various fund management companies and securities firms [2][3] Group 3: Production and Capacity - The production line for high-end lithium battery equipment has a total value of 600-700 million RMB, with the company's equipment accounting for 20-30% of this value [4] - In the first half of the year, lithium battery equipment orders constituted 70% of total orders, with power lithium battery equipment making up 30% [4] Group 4: Market Position and Competition - The high-end lithium equipment industry has high technical barriers, making it difficult for new competitors to enter [4] - The company's equipment has achieved competitive precision and yield rates comparable to international counterparts [4] Group 5: Product Focus - The main products include fully automatic winding machines, slitting machines, die-cutting machines, and four-in-one forming machines, with fully automatic winding machines accounting for over 50% of sales [5] - The company currently has no plans to expand into secondary or tertiary customer markets [5]