Research Express | Del Corporation (300473) Accepts Research from 8 Institutions Including Huachuang Securities; Progress in Solid-State Battery Energy Storage Market Expansion; Stable Supply of Multiple Tesla Vehicle Models

Basic Information of the Survey

Overview of the Survey Activity

Key Points of the Survey

Solid-State Battery Energy Storage Market Expansion: Signed Development Agreements, Gained Attention at Overseas Exhibitions

In response to the positive demand in the energy storage market, the company stated it is actively expanding its customer base for solid-state batteries in downstream sectors such as industrial, commercial, and residential energy storage, and has signed development agreements or cooperation intentions with some clients. To further open up the market, the company recently participated in the Queensland Solar & Energy Storage Annual Expo in Australia and the 20th Japan Tokyo Battery Exhibition. The solid-state batteries showcased at these events, which achieve intrinsic safety through material design, attracted high attention from clients across various fields.

Reduction in Period Expense Ratio: Management Optimization in Subsidiaries Shows Results, Cost Reduction and Efficiency Gains Continue

Regarding the decline in the period expense ratio, the company pointed out that it mainly benefits from the gradual effectiveness of internal management optimization measures in subsidiaries such as Kakuisi. Specifically, the company has promoted flatter management structures and streamlined management processes in Kakuisi, which has effectively controlled management and financial expenses while increasing revenue, thereby improving overall operational efficiency. The company stated it will continue to promote management optimization and cost reduction efforts across its subsidiaries.

Embodied Intelligence Robots: Multi-Product Collaborative Layout, Exploring Growth Opportunities

In the field of embodied intelligent robot components, the company believes the industry has broad development prospects and shares synergies with the automotive industry in areas such as drive, transmission, materials, and processes. The company currently has products including thermal insulation and noise reduction materials, high-performance engineering plastic structural parts, motors, electronic controls, solid-state batteries, and high-precision gears, which are capable of being applied to embodied intelligent robots. The company is actively expanding development opportunities for related products in this field.

Supply to Tesla: Stable Supply for Multiple Models, Global Layout Supports Service Response

Regarding supply to Tesla, the company introduced that its wholly owned subsidiary Kakuisi supplies noise reduction, thermal insulation, and lightweight products for multiple Tesla models including Model Y (seven-seat version), New Model Y, and Cybertruck, serving as a stable and mature supplier. The company has four factories in North America (Bufford, Howell, Mexico San Miguel, and Cretaro) and R&D centers, as well as production or R&D bases in Germany, Belgium, Poland, Slovakia, Austria, and Spain. Leveraging its global manufacturing and R&D network, the company can provide localized services for overseas clients like Tesla, enabling efficient response to customer needs.

Additionally, the company mentioned the synergistic effects of Aizhuo Intelligent Technology, whose clients include domestic independent auto brands and new car-making forces, strengthening the company’s domestic market layout. Meanwhile, Kakuisi’s mature channels in Europe and America provide entry points for Aizhuo to supply high-end European automakers. Aizhuo’s precision injection molding process can support the Fuxin factory’s pump business with high-strength engineering plastic structural parts, upgrading the “plastic instead of steel” technology. Its mature mold design and manufacturing capabilities can also meet Kakuisi’s mold needs, helping to reduce costs through internal collaboration.

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Editor: Xiao Lang Kuai Bao