Research Brief | Kelu Electronics' Earnings Conference Attracts Investor Attention; Energy Storage Technology Upgrades and Industry Prosperity Become Focuses

April 1, 2026, Shenzhen KeLu Electronics Technology Co., Ltd. (hereinafter referred to as “KeLu Electronics”) held the 2025 annual online performance briefing through the “E-Interaction” platform of the Shenzhen Stock Exchange (http://irm.cninfo.com.cn) in the “Cloud Interview” column. The performance briefing was conducted in the form of online text-based communication. The company’s management conducted in-depth exchanges with investors on key issues of concern to investors, including the company’s energy storage technology layout, measures to improve operations, and industry development trends.

Basic Information on the Investor Relations Activity

Core Q&A Focused on Three Major Directions

Energy Storage Technology: Focusing on “Three-High” Products and Frontier Technology Research

Regarding investors’ questions about the energy storage technology plan, Mr. Li Gefeng, Chairman and President, stated that KeLu Electronics will continue to increase R&D investment. In 2026, the company plans to focus on deploying high-performance, high-safety, and high-reliability energy storage system products to align with industry development trends such as large-scale grid connection of energy storage and cluster-based dispatching. At the same time, the company will focus on the core energy demand of computing power data centers and carry out frontier technology research in a timely manner, such as efficient power energy conversion and intelligent energy coordination. By optimizing the design of product software and hardware, the company will promote modular and platform-based upgrades to enhance product compatibility, scalability, and system integration capabilities, thereby helping customers increase value.

Operational Improvement: Taking Multiple Measures to Enhance Profitability

From an operational perspective, the company’s management pointed out that it will continuously improve its product core competitiveness and market share through differentiated layout. Meanwhile, the company will adopt measures such as optimizing cost and expense control, disposing of low-efficiency assets, and improving operational efficiency, to improve profitability from multiple dimensions. The specific operating situation will be subject to the company’s periodic reports disclosed.

Industry Outlook: High Prosperity and Concurrent Pressures

Regarding the overall energy storage industry situation in 2026, the company believes the industry will maintain a high-prosperity development trend, with strong demand in both domestic and international markets and continued rapid growth in installed capacity. However, the industry also faces pressure on gross profit margins driven by the stage-by-stage increase in cell costs and intensified competition. KeLu Electronics will proactively respond through measures including differentiated layout, product innovation, and supply chain optimization, and fully leverage its own advantages to seize opportunities for industry development.

Disclaimer: The market involves risks; investment requires caution. This article is automatically published by an AI large model based on third-party databases and does not represent Sina Finance’s viewpoints. Any information appearing in this article is for reference only and does not constitute personal investment advice. If there are any discrepancies, please refer to the actual announcements. If you have any questions, please contact biz@staff.sina.com.cn.

Click to view the full text of the announcement>>

A wealth of information and precise analysis are available on the Sina Finance App

Responsible editor: Xiao Lang Express