曼恩斯特(301325) - 2024年3月20日投资者关系活动记录表

Group 1: Company Overview - Mannester Technology Co., Ltd. focuses on coating technology research and application, leveraging over a decade of R&D and production experience to establish a strong application database and technical barriers [2] - The main products include core components and intelligent equipment, primarily applied in lithium batteries, semiconductor, and hydrogen energy sectors [2] Group 2: Profit Margin Trends - The gross profit margin for lithium battery coating nozzles is expected to remain stable due to ongoing advancements in battery technology and the demand for high energy density, high safety, and intelligent products [3] Group 3: Product Development in Perovskite Field - The company has developed a mature slotted coating technology solution for the perovskite field, with products including GW-level, pilot lines, and experimental lines, successfully securing multiple orders for pilot and experimental equipment [3] - Future plans include increasing R&D investment and actively participating in customer process validation and bidding to promote the industrialization of perovskite technology [3] Group 4: International Expansion - Mannester is actively advancing its overseas business, having established wholly-owned subsidiaries in Germany and Japan, with the German subsidiary already capable of comprehensive head repair and gasket production [3] - The Japanese subsidiary completed commercial registration on February 26, 2024, with plans to proceed with its establishment and operations [3]