星云股份(300648) - 2022年9月28日投资者关系活动记录表

Group 1: Company Operations and Capacity - The company focuses on enhancing its core detection technology and aims to scale its operations to improve overall business quality [2] - Current production capacity is operating well and is responsive to customer expansion needs [2] - Future capacity planning will be aligned with customer demands, and any significant investment in capacity construction will be disclosed in a timely manner [2] Group 2: Business Development and Market Trends - The company is actively engaged in the development of intelligent ultra-fast charging stations, which align with the trends of low-carbon energy and electric transportation [3] - The growth of the fast charging demand is driven by the accelerated penetration of high-voltage fast-charging vehicles [3] - The intelligent ultra-fast charging stations will serve as important nodes in future energy interconnection, benefiting from flexible construction and minimal impact on the grid [3] Group 3: Research and Development Investment - The company has historically invested a high proportion of its revenue in R&D and will continue to maintain a strong focus on innovation [3] - As the company's revenue scale grows, the proportion of R&D and other expenses relative to income is expected to decrease [3]