证券代码：300932 证券简称：三友联众 三友联众集团股份有限公司 投资者关系活动记录表 编号：2025-005 | 投资者关系活动 | ☑特定对象调研 □媒体采访 | | | □分析师会议 | | --- | --- | --- | --- | --- | | 类别 | □业绩说明会 □路演活动 | | | □新闻发布会 | | | □现场参观 ） | | | □其他 （ | | 参与单位名称及 | 中金基金：孙思琦；姜盼宇；工银瑞信基金；姜芸 | | | | | 人员姓名 | | | | | | 时间 | 2025 年 5 月 | 23 | 日下午 | 15：00-17：00 | | 地点 | 线上电话会议 | | | | | 上市公司接待人 | 董事会秘书：邝美艳女士 | | | | | 员姓名 | 技术总监：于荣爱先生 | | | | | | 投资者关系经理：赵升恒女士 | | | | | | 1、简单介绍公司的基本情况。 | | | | | | 回复：公司是一家专业的集继电器及互感器研发、制造、销售 | | | | | | 为一体的高新技术企业、中国电子元件百强企业，据中国电子 | | | | | ...

Group 1: Company Strategy and Market Focus - The company adheres to a vertical integration strategy, focusing on high-end markets and resource integration to enhance the value chain and build an ecological chain [1] - The company is actively pursuing opportunities in emerging industries such as robotics and low-altitude economy through mergers and acquisitions [1] - The company aims to expand its applications in new energy composite materials, particularly in the fields of eVTOL structural materials and lightweight materials for smart wearables [2] Group 2: Product Differentiation and Competitive Advantage - The company achieves differentiation through vertical integration, technological breakthroughs, customized services, and innovation in eco-friendly materials [1] - The company has successfully supplied its HP-RTM battery packs to leading clients in the power battery sector, including CATL and BYD, and has entered multiple automotive supplier systems [2] - The company is focusing on the development of new materials to enhance profit margins and competitive advantages in the market [5] Group 3: Financial Performance and Future Outlook - The company reported a first-quarter revenue of 4.412 billion yuan and a net profit of 111 million yuan for the first quarter of 2025 [9] - The company is committed to improving operational efficiency and market service capabilities to achieve revenue and profit growth in the second quarter [4] - The company is actively managing inventory and receivables to enhance asset turnover rates and overall operational efficiency [10] Group 4: Expansion Plans and Project Development - The company is progressing with the construction of its Yixing composite materials factory as planned [4] - The company has several strategic projects underway, including the production of polystyrene (PS) and expandable polystyrene (EPS) to strengthen its upstream supply chain [11] - The company is exploring the potential for producing PEEK products and has developed high-strength carbon fiber reinforced PEEK materials [9]