曼恩斯特(301325) - 2024年11月11日投资者关系活动记录表

Group 1: Solid-State Battery Technology - The company is increasing R&D investment in solid-state battery technology across material, process, and equipment sectors, leveraging advanced coating technology as a foundational support [1] - The dual-line layout of "wet + dry" process equipment has been improved, with dry film formation identified as an innovative direction for future electrode processes, offering advantages such as reduced investment, lower costs, and enhanced energy density [1] - The core route of the dry film technology is the binder fiberization method, which includes a complete set of front-end processes such as mixing, binder fiberization, granulation, film formation, and current collector compounding [2] Group 2: Calcium Titanate Business Progress - The company has successfully shipped its first GW-level calcium titanate coating system (2.4 meters wide) and has won bids from leading industry enterprises, indicating recognition of its large-scale flat coating equipment by downstream customers [2] - The first 100 MW automated stacking coating system has also been successfully shipped, with multiple orders continuously signed [2] - The overall development trend in the semiconductor sector is positive, with increasing orders across various application fields including calcium titanate, organic photovoltaics, panel displays, and flexible folding screens [2] Group 3: Investor Relations and Compliance - During the investor meeting, the company adhered strictly to relevant regulations, ensuring thorough communication with investors without disclosing any undisclosed significant information [2] - Participating investors signed a research commitment letter as required by the Shenzhen Stock Exchange [2]