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逸飞激光:46系设备订单增速明显 正推进固态电池相关工艺的研发|直击业绩会

Yifei Laser: Order growth rate of 46 series equipment is significantly accelerating, actively promoting the research and development of solid state battery related technologies | Direct hit on earnings conference

cls.cn ·  Nov 11 13:31

In the first three quarters of this year, in the revenue of Yifei Laser, the cylindrical all-pole ear cell equipment and module PACK equipment business income accounts for a high proportion, and the business income of cylindrical all-pole ear cell equipment grows rapidly. Among them, the 46 series equipment orders have a significant growth rate.

"Science and Technology Innovation Board Daily" news on November 11th (Reporter Huang Xiumei) "Currently, the company has abundant orders in hand, and the existing production capacity can meet the order demand. In addition, the headquarters base project is under construction, and will further expand the production capacity according to market demand and order situation." During the performance briefing for the third quarter of 2024 held today (November 11), Wu Xuan, Chairman and General Manager of Yifei Laser, mentioned.

Data shows that in the first three quarters of this year, Yifei Laser achieved a revenue of 0.535 billion yuan, an increase of 15.18% year-on-year; realized a net profit attributable to the parent company of 55.579 million yuan, an increase of 10.56% year-on-year; during the same period, the net cash flow from operating activities was -56.9884 million yuan, compared to -30.9646 million yuan in the same period last year.

Yifei Laser's revenue situation for each reporting period

Yifei Laser's net income situation for each reporting period

In recent years, Yifei Laser has launched a series of equipment including cylindrical all-pole ear cell assembly equipment and cylindrical all-pole ear cell automatic assembly lines.

Regarding the latest market situation of Yifei Laser's large cylindrical all-pole ear cell battery and related equipment, Wu Xuan, Chairman and General Manager of the company, stated in response to questions from reporters of "Science and Technology Innovation Board Daily": "In the revenue for the first three quarters of this year, the cylindrical all-pole ear cell equipment and module PACK equipment business income accounts for a high proportion, and the business income of cylindrical all-pole ear cell equipment grows rapidly."

Wu Xuan said, "Yifei Laser's various series of large cylindrical cell assembly lines have achieved mass delivery. In the first three quarters of this year, orders for large cylindrical cell equipment have increased significantly compared to last year; among them, the 46 series equipment orders have shown significant growth."

Yifei Laser also stated in recent investor research that based on the extreme performance advantages, manufacturing advantages, low cost advantages, and diversified application advantages of large cylindrical full pole ear cell, it has been widely recognized by mainstream auto companies and battery companies. Its market penetration rate continues to rise, and in the future, large cylindrical full pole ear cell will be one of the mainstream battery technology paths.

Regarding the future trends and development of the battery market, Wu Xuan told the "Star Daily" reporter that from the perspective of the battery market the company is involved in, the new trends in battery development mainly focus on packaging forms and materials. In terms of packaging forms, large cylindrical cells are the main representatives, while in materials, solid state batteries, sodium batteries, and other fields are the main representatives.

"Specifically, the series of 21/32/40/46/60 cylindrical full pole ear cells are all showing an accelerating trend in mass production, with continuous improvement in applications in markets such as new energy autos, energy storage, light vehicles, etc., and are expected to further increase in volume in the future, becoming one of the mainstream battery technology paths." Wu Xuan said.

It is worth mentioning that Yifei Laser mentioned in the end of October investor research that the company has made new breakthroughs in various aspects such as new laser systems, laser asia vets perception, and ultra-fast laser applications.

Today (November 11), Wu Xuan further introduced the above new breakthroughs: the company has made new breakthroughs and applications in the laser online detection field based on the new laser asia vets perception system; breakthroughs and upgrades in ultra-fast, high-power laser systems have been achieved, with applications in materials such as perovskite and related glass-based new materials, battery electrode microprocessing, including laser marking, and laser packaging.

"We have also delivered semi solid-state / solid-state cell assembly equipment, module PACK equipment, and complete factory intelligent logistics systems to top customers, and are advancing the research and industrial application of solid-state battery laser packaging processes and equipment." Wu Xuan further stated.

The translation is provided by third-party software.


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