Group 1: Financial Performance - Revenue for the first three quarters reached 1.977 billion CNY, a year-on-year increase of 6.94% [2] - Third quarter revenue was 616 million CNY, with high growth in mid-to-high-end power product sales [2] - Gross margin for the first three quarters was 16.04%, an increase of 0.09 percentage points year-on-year [2] - Third quarter gross margin was 18.68%, up 3.66 percentage points year-on-year and 2.78 percentage points quarter-on-quarter [3] - Net profit for the first three quarters was 40.43 million CNY, with a net profit margin of 2.04% [3] - Third quarter net profit was 35.14 million CNY, a year-on-year increase of 5.56% and a quarter-on-quarter increase of 1.23% [3] Group 2: Expenses and Investments - Total expenses for the first three quarters amounted to 274 million CNY, with an expense ratio of 13.85%, an increase of 3.75 percentage points year-on-year [3] - R&D expenses for the first three quarters totaled 142 million CNY, with an R&D expense ratio of 7.17%, an increase of 2.62 percentage points year-on-year [4] - EBITDA was 155 million CNY, a year-on-year decrease of 0.81% due to increased depreciation and amortization from strategic investments [3] Group 3: Market and Product Insights - The company has seen significant growth in its server power supply business, which has become the second-largest revenue contributor [4] - The gross margin for the server power supply business in the first half of the year was 17.99%, up 3.15 percentage points year-on-year [4] - Domestic suppliers account for most of the company's raw materials, with a focus on local sourcing for power adapter products [4] - The company aims to achieve performance growth targets set for 2022-2024 as part of its equity incentive plan [4] Group 4: Sales Distribution - Domestic sales for the first half of the year were 630 million CNY, accounting for 46.27% of total sales; overseas sales were 732 million CNY, accounting for 53.73% [4]

Group 1: Financial Performance - The revenue for the first three quarters of 2022 was 1.977 billion yuan, representing a year-on-year increase of 6.94% [2] - The gross profit margin for the first three quarters was 16.04%, an increase of 0.09 percentage points year-on-year [2] - The gross profit margin for Q3 was 18.68%, up 3.66 percentage points year-on-year and 2.78 percentage points quarter-on-quarter [3] - Total expenses for the first three quarters amounted to 274 million yuan, with an expense ratio of 13.85%, an increase of 3.75 percentage points year-on-year [3] - Net profit for the first three quarters was 40.43 million yuan, with a net profit margin of 2.04% [3] - Q3 net profit reached 35.14 million yuan, a year-on-year increase of 5.56% and a quarter-on-quarter increase of 1.23% [3] Group 2: Business Operations and Strategy - The company has been actively expanding its power adapter business since 2004, covering applications from 3W to 400W across various fields [4] - The company is focusing on high-power density and high-efficiency products in the server power business, which has become the second-largest revenue contributor [4] - The company plans to deepen its market presence in smart home, new consumer electronics, data centers, and electric transportation sectors [4] - Domestic sales in the first half of the year were 630 million yuan, accounting for 46.27%, while overseas sales were 732 million yuan, accounting for 53.73% [5]

证券代码：300870 证券简称：欧陆通 编号：（2022-030） 深圳欧陆通电子股份有限公司 投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------| | | 特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 路演活动 | | | □现场参观 | | | 其他 （电话会议） | | 参与单位名称及 人员姓名 | 汇添富基金、永赢基金、西部证券 | | 时间 | 2022 年 12 月 2 日 | | 地点 | 线上会议 | | | | | 上市公司接待人 员姓名 | 投资者关系总监 蔡丽琳 投资者关系经理 许业凯 | | | 一、 2022 年三季度业绩情况简介 | | | 2022 年第三季度延续第二季度修复势头，持续经营趋好。 | | | 部分国产原材料价格回落，各厂区生产效率基本恢复正常，中 | | | 高端产品占比提升。 | | 投资者关系活动 | 1、前三季度营业收 ...

证券代码：300870 证券简称：欧陆通 深圳欧陆通电子股份有限公司 投资者关系活动记录表 编号：2020-001 | --- | --- | --- | --- | --- | --- | |-----------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|----------|-------| | | | | | | | | | ■特定对象调研 □分析师会议 | | | | | | 投资者关系活动 | ...

Group 1: Company Strategy and Product Lines - The company has three main product lines: power adapters, server power supplies, and battery chargers, with a focus on expanding the charger business in the future [2] - The server power supply market is expected to grow due to increasing demand from data centers and domestic localization trends, with the company aiming to increase its market share [2][3] - The company has over 20 years of technical experience, allowing it to compete effectively against Taiwanese manufacturers [2] Group 2: Market Position and Competition - The power supply industry is fragmented, with no official data on market share; however, the company aims to leverage various opportunities to grow its server power supply business [2][3] - Major competitors in the server power supply market include Taiwanese and American companies, with domestic players like Great Wall holding significant market share [2] - The company is positioned to benefit from the trend of resource concentration among leading manufacturers, as smaller companies may struggle to meet customer demands [3] Group 3: Financial Performance and Profitability - The company anticipates that scale effects and an increase in high-value products will enhance gross margins in the future [3][4] - There is no clear pattern in industry gross and net profit margins, as they are influenced by product structure and scale effects [3] - The company has established relationships with major clients like LG, which complicates independent data collection on client contributions [4] Group 4: Technological Advancements and Market Trends - The server power supply market is evolving with custom products tailored to client specifications, influenced by technological advancements from platforms like Intel [3][4] - The company is exploring opportunities in the fast-charging market for mobile devices and laptops, leveraging existing technology to meet diverse customer needs [4][5] - The company is also considering wireless charging products as part of its future product line [4][5] Group 5: Risk Management and Future Outlook - The company is monitoring exchange rate fluctuations, which could significantly impact profits, and is implementing cost control measures to mitigate risks [5] - The company does not currently have plans for acquisitions but remains open to future opportunities [5] - The overall market outlook suggests steady growth in the power supply sector, driven by technological innovation and increasing demand [5]

证券代码：300870 证券简称：欧陆通 编号：（2022-029） 深圳欧陆通电子股份有限公司 投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------| | | 特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 路演活动 | | | □现场参观 | | | 其他 （电话会议） | | 参与单位名称及 人员姓名 | 新华基金、兴业基金、工银瑞信基金、光大证券 | | 时间 | 2022 年 11 月 30 日 -12 月 1 日 | | 地点 | 线上会议 | | 上市公司接待人 员姓名 | 投资者关系总监 蔡丽琳 投资者关系经理 许业凯 | | | 一、 2022 年三季度业绩情况简介 | | | 2022 年第三季度延续第二季度修复势头，持续经营趋好。 | | | 部分国产原材料价格回落，各厂区生产效率基本恢复正常，中 | | | 高端产品占比提升。 | | 投资者关系活动 ...

证券代码：300870 证券简称：欧陆通 编号：（2022-028） 深圳欧陆通电子股份有限公司 投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------| | | | | | 特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 路演活动 | | | □现场参观 | | | 其他 （电话会议） | | 参与单位名称及 人员姓名 | 浦银安盛基金、新华资产、泰康资产、鹏扬基金、光大证券 | | 时间 | 2022 年 11 月 28 日 -11 月 29 日 | | 地点 | 线上会议 | | 上市公司接待人 员姓名 | 投资者关系总监 蔡丽琳 投资者关系经理 许业凯 | | | 一、 2022 年三季度业绩情况简介 | | | 2022 年第三季度延续第二季度修复势头，持续经营趋好。 | | | 部分国产原材料价格回落，各厂区生产效率基本恢复正常，中 | | | 高端产品占比提升。 ...