Core Viewpoint - The company emphasizes that precious metals constitute a small portion of raw material costs, and as electronic components trend towards being "light, thin, short, and small," the consumption of raw materials per product is decreasing, leading to a limited impact on production costs and gross margin [1] Group 1: Raw Material Costs - Precious metals have a minor share in the overall raw material costs [1] - The trend towards smaller electronic components results in reduced raw material consumption per unit [1] - The impact of raw material costs on gross margin is becoming increasingly negligible [1] Group 2: Supply Chain Management - The company has established long-term partnerships with suppliers, particularly within the domestic supply chain, which helps mitigate the effects of raw material price volatility [1] - Strong supply chain management capabilities are highlighted as a competitive advantage [1] Group 3: Innovation and Efficiency - Continuous technological, process, and equipment innovations are being pursued to enhance production efficiency [1] - The company engages in early-stage research and design with key clients, ensuring high automation levels and ongoing improvements in technology and processes [1] - These innovations significantly contribute to maintaining the company's gross margin levels [1]
顺络电子:公司通过与供应链长期合作可以相对实现平抑由于原材料价格高波动带来的影响