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Li Yuanheng: Actively cooperating with customers to develop solid state battery equipment, continuously focusing on the Southeast Asia and European and American markets | Direct hit on the earnings conference
1. The internal design and production manufacturing of the solid state battery sulfide line, which was won by Liyuanheng, is currently in progress, but this part is expected to account for a small proportion of revenue in 2025; 2. Recently announced coating orders that won the bid are expected to be delivered for acceptance and revenue recognition in 2025; 3. In the future, we will closely follow domestic companies going global and continue to focus on the Southeast Asian and European and American markets.
Lianyun Technology (688499.SH): The final online issuance winning rate is 0.039%.
Gelonghui, November 18th, Lianyun Technology (688499.SH) announced that according to the announcement of the recall mechanism of Lianyun Technology (Hangzhou) Co., Ltd.'s first public offering of stocks and listing on the star market, due to the preliminary effective subscription multiple of 3,861.55 times for this online issuance, exceeding 100 times, the issuer and underwriter (lead underwriter) have decided to initiate the recall mechanism to adjust the scale of offline and online issuance, deduct 10% of the number of publicly issued stocks after the final strategic placement (rounded up to the nearest integer multiple of 500 shares, i.e. 7 million shares) to be sold online.
Liyuanheng (688499.SH): has already provided equipment such as formation capacity, laser welding, integrated laser mold division machine, and cell assembly line for Qingtai Energy.
On November 18, Gelonghui reported that Liyuanheng (688499.SH) stated on the investor interaction platform that the company's solid state battery business began its layout as early as 2020 and has successively provided equipment such as formation and capacity testing, laser welding, laser module separation integrated machines, and cell assembly lines for Qingtiao Energy, with the main equipment already delivered.
Liyuanheng (688499.SH): currently not involved in solid state battery equipment.
Gelonghui reported on November 18 that Liyuanheng (688499.SH) stated on the investor interaction platform that the company is currently collaborating with Huawei mainly on intelligent manufacturing solutions, smart park solutions, and digital energy, and has not yet involved solid state battery equipment.
Li Yuanheng (688499.SH): has produced autonomous mobile siasun robot&automation.
Gelonghui reported on November 18 that Liyuanheng (688499.SH) stated on the investor interaction platform that the company has produced its own mobile robots (such as agv/rgv, etc.), received recognition from customers, and applied them in various scenarios to perform heavy and light transportation tasks. The company has accumulated key technologies related to robots, including AMR motion control, sensing and vision technology, AI visual recognition, fault prediction analysis, motion trajectory control, and AI deep learning applications, forming related intellectual properties exceeding 50 items. The company will actively layout and participate in accordance with industry development trends.
Lianyun Technology (688499.SH): The IPO issue price is 11.25 yuan/share, with subscription starting on November 18th.
On November 14, Gelonghui reported that Lianyun Technology (688499.SH) announced that the issuer and the sponsor (lead underwriter) have determined the issue price to be 11.25 yuan/share based on the preliminary inquiry results, comprehensively assessing the company's reasonable investment value, the secondary market valuation levels of comparable companies, and the secondary market valuation levels of the industry. Full consideration was given to factors such as the effective subscription multiples of offline investors, market conditions, fundraising needs, and underwriting risks, thus the cumulative bidding inquiry for offline issuance will no longer take place. Investors should subscribe online and offline at this price on November 18, 2024 (T Day) during subscription.
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