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先导智能(300450) - 2015年7月9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][2]. Group 2: Investor Relations Activity - On July 9, 2015, from 3 PM to 4 PM, 12 institutions, including China Merchants Securities and Dongfang Securities, conducted an on-site investigation of the company's production and operational status [2][3]. Group 3: Key Business Insights - As of the end of 2014, the company had 650 million CNY in executed orders, with 400 million CNY attributed to lithium battery equipment orders, indicating potential sales growth due to rapid expansion by downstream customers [3]. - The company's R&D costs currently account for 5% of sales revenue, with plans to increase investment in winding machines and slitting machines, while keeping overall costs below 6% [3]. - The company will not consider producing mid-to-low-end lithium battery equipment, but anticipates increased demand for high-end lithium battery equipment as production efficiency and automation rates improve in the lithium battery industry [3]. - The company's export share is currently small, primarily supplying digital lithium battery equipment to Samsung's factory in Malaysia [3]. - Within 2-3 years, the company plans to expand into other high-end intelligent equipment industries [3].