Queclink(SZ:300590) Xin Lang Cai Jing·2025-09-19 11:06Core Viewpoint - The company held an online performance briefing on September 19, 2025, discussing various business highlights and future strategies, emphasizing its confidence in growth despite recent challenges [1] Group 1: Business Performance - The company reported that over 90% of its revenue in the first half of 2025 came from overseas markets, with significant growth in South America but a decline in Europe due to regional economic fluctuations [1] - The company has established partnerships with several major domestic two-wheeler manufacturers, focusing on IoT smart terminals that comply with new national standards [1] Group 2: New Products and Innovations - The company is driving product line upgrades and expansions through technological innovation, particularly in AI and edge computing [1] - Recent advancements in low-power technology have improved the operational time of several products by 20% to 50% through optimized energy management [1] Group 3: Market Strategy and Management - The company is committed to enhancing its core competitiveness through potential mergers and acquisitions that align with its existing business and technology [1] - Management expressed confidence in the company's future, attributing recent stock reductions by executives and major shareholders to personal financial needs rather than a lack of faith in the company's prospects [1] Group 4: Challenges and Responses - The company faced operational disruptions in the first half of 2025 due to trade tensions, new product line upgrades, and fluctuations in customer demand, but is implementing a "Four New Strategy" to stabilize and grow its business [1] - The company is actively communicating key value information to the market to bolster investor confidence amid stock price fluctuations influenced by macroeconomic factors and industry competition [1]