Goaland(SZ:300499)2022-11-21 15:48Group 1: Company Overview - The company has a strong focus on the development of energy storage solutions, targeting three main customer groups: large power stations, power generation companies, and industrial and commercial clients [1] - The company is actively promoting its energy storage business and product offerings, primarily utilizing liquid cooling technology [3] Group 2: Future Plans and Capacity - The company plans to enhance its energy storage business and product promotion, with a focus on electrochemical storage and liquid cooling solutions [3] - The production capacity for liquid cooling products at the Yueyang facility is currently sufficient to meet market demand [3] Group 3: Business Challenges and Strategies - The decline in revenue and profit is attributed to the pandemic, which caused project delays and reduced order volumes [3] - The company is addressing challenges through technological upgrades and localizing components, while also expanding its energy storage and data center cooling businesses [3] Group 4: Market Performance and Product Insights - The rapid growth in the electric vehicle electronics sector is driven by the expansion of production lines to meet the increasing demand from battery manufacturers [4] - The average value of products used in electric vehicles is estimated to be over 2,000 yuan per vehicle, depending on various factors [4]