中伟股份(300919) - 中伟股份调研活动信息

Group 1: Company Performance and Market Demand - The company's performance in 2020 was primarily driven by increased demand for lithium batteries due to the global surge in electric vehicles, with key clients including LG Chem, Xiamen Tungsten, and Tesla [3] - The current product structure shows that high-nickel products account for over 80% of offerings, while low-nickel products are below 20% [3][4] - The company is currently operating at full capacity and plans to expand production in 2021 based on market demand and customer needs [4][6] Group 2: Product Development and Competitive Position - The company maintains an open collaboration approach to develop products that meet the needs of mainstream battery manufacturers and electric vehicle companies [3] - The core competitive advantages include strong R&D capabilities, quality assurance, and a favorable customer structure, although the overall cost may be slightly higher due to lower self-supply ratios of raw materials [5] - The company has implemented a five-in-one R&D system to enhance its research capabilities and respond quickly to market demands [5][6] Group 3: Financial Management and Risk Control - The company aims to improve gross margins through increased production scale, higher capacity utilization, and a greater proportion of high-end products [6] - Fluctuations in metal prices are manageable, with strategies in place such as price locking and potential futures trading to mitigate risks associated with raw material price increases [6]