NEBULA ELECTRONICS(SZ:300648)2022-11-19 01:10Group 1: Company Performance and Inventory - The company's inventory value at the end of Q1 2022 was 528 million, primarily related to orders, with a small portion for general stock, including special components and electronic materials [2][3]. Group 2: Business Strategy and Capacity Planning - The company plans to enhance its capacity in the chemical composition business to meet increasing customer demands, with current capacity already meeting basic needs [3]. - The company aims to maintain high gross margin products while expanding lower-margin scalable products as part of its long-term strategic direction [3]. Group 3: Future Business Directions - In 2022, the company anticipates growth in its energy storage business driven by the adoption of high-voltage electric vehicles, leading to increased demand for fast charging solutions [3]. - The company’s detection service business has received customer recognition and is expected to grow alongside increased R&D investments from clients [4]. Group 4: Shareholder Actions - The major shareholder, Mr. Tang, is reducing his holdings primarily due to personal financial needs, with no current plans for other major shareholders to reduce their stakes [3][4].