高端精密制造产业

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美利信(301307) - 2025年5月14日投资者关系活动记录表
2025-05-14 13:52
Group 1: Company Overview and Strategic Focus - The company is focused on the development and production of aluminum alloy precision die-casting parts primarily for the telecommunications and automotive sectors [5] - In 2025, the company aims to enhance its core business, accelerate market expansion, strengthen technological innovation, and improve operational efficiency [4] Group 2: Future Developments and Innovations - The company is actively researching and applying brazing die-casting technology, with plans to expand into the semiconductor and high-end precision manufacturing industries [3] - The company has successfully collaborated with Chongqing University to develop magnesium alloy die-casting components, although it currently does not produce magnesium alloy products [5] Group 3: Market Challenges and Responses - The decline in revenue from telecommunications structural components is attributed to a slowdown in investment cycles and reduced capital expenditures from major global 5G infrastructure operators [6] - The company is preparing for the 6G market by updating its technology and maintaining close communication with leading telecommunications equipment manufacturers [6] Group 4: Operational Expansion and Profitability Improvement - The North American factory is undergoing preparations for production, including facility renovations and equipment installation [7] - Measures to improve profitability in 2025 include the gradual utilization of new factories, increased R&D investment, and optimizing product structures to enhance competitiveness [8]