CE LINK(SZ:300787)2023-11-15 00:46Group 1: Business Overview - The company's new energy business is divided into outdoor storage and household storage, with approximately ten customers completing sample tests and small orders for products ranging from 300W to 3000W [2] - Household storage targets overseas markets, utilizing two sales channels: partnerships with distributors and direct sales to small retailers or installers [3] Group 2: Customer Impact and Performance - Outdoor storage currently has around ten customers, with small orders placed in October, but it is not expected to significantly impact performance [3] - The company maintains good relationships with major customers and does not rely heavily on any single customer, fostering long-term partnerships [3] Group 3: Financial Aspects - The company is considering whether to adjust the conversion price of "Haineng Convertible Bonds" if the downward adjustment conditions are triggered again, with decisions to be made by the board [3] - The gross margin for the company's self-developed signal adapter products is high due to adherence to new technology standards and customization, resulting in smaller order quantities per product model [3] Group 4: Operational Capacity - The company has approximately 3,000 employees in Vietnam, with flexible production lines that can quickly adapt to increased orders, ensuring product supply [3]