Core Viewpoint - The company has established itself as a supplier for major tech firms like Apple, Amazon, and Google, but faces challenges in maintaining profit margins due to intense market competition [1] Group 1: Business Operations - The company has received supplier codes from notable terminal manufacturers including Apple, Amazon, SONOS, META, Google, and JOBY [1] - The gross profit margin for functional and structural components is expected to decline in the first half of 2025 after excluding a competitor [1] - The company plans to adjust its business layout and investment in its Vietnam production base according to customer demand [1] Group 2: Product Development - The company aims to leverage its core competencies in R&D and manufacturing to expand into high-value and high-margin products while consolidating existing business [1] - In the CCS (Battery Connection System) sector, the company is collaborating with key domestic clients in the lithium battery and new energy vehicle markets to develop next-generation CCS modules [1] - The CCS market is seen as broad, with the company possessing rich customer resources and precision manufacturing capabilities, which can provide a competitive edge [1] Group 3: New Materials Focus - The company is primarily focusing on carbon materials and expanding its offerings in conductive products [1] - The company has developed high specific surface area carbon black products and is conducting sample tests for major domestic clients, with some clients already achieving partial mass production [1]
捷邦科技：目前公司拓展了高比表炭黑产品，并给国内的大客户提供送样测试