证券代码： 001368 证券简称：通达创智 通达创智（厦门）股份有限公司投资者关系活动记录表 编号：2025-007 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及人 | 中国银河证券股份有限公司研究院： | | 员姓名 | 陈柏儒（轻工行业首席分析师） | | 时 间 | 2025 年 12 月 24 日 10:00-12:00 | | 地 点 | 厦门市海沧区东孚街道鼎山中路 89 号公司会议室 | | 上市公司 | 董事会秘书：陈雪峰 | | 接待人员姓名 | | | | 一、目前公司的客户群体介绍 | | | 公司与迪卡侬、宜家、Wagner、YETI 等全球领先跨国企业 | | | 建立长期、稳定的战略合作关系，公司形成显著的客户资源优势。 | | | 实力雄厚、经营规模大、品牌影响力强、销售渠道布局完善的优 | | | 质客户可为公司带来大量且稳定的订单和市场份额，同时也有利 | | | ...

证券代码： 001368 证券简称：通达创智 通达创智（厦门）股份有限公司投资者关系活动记录表 编号：2025-006 | | □分析师会议 特定对象调研 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | 现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及人 | 上海明溪资产管理有限公司： | | 员姓名 | 李兴宇（投资经理）、陈心如（项目经理） | | 时 间 | 2025 年 12 月 16 日 15:30-17:30 | | 地 点 | 厦门市海沧区东孚街道鼎山中路 89 号公司会议室 | | 上市公司 接待人员姓名 | 董事会秘书：陈雪峰 | | | 一、公司情况详细介绍 | | | 公司简介： | | | 通达创智（厦门）股份有限公司是一家致力于研发、生产和 | | | 销售体育户外、家居生活、健康护理等行业消费品的国家级高新 | | | 技术企业。公司自 年成立以来，秉承同心多元化战略，以产 2016 | | | 品设计、精密模具设计开发、多工艺多制程整合及智能制造为核 | | ...

（文章来源：证券日报） 证券日报网讯 12月16日，通达创智在互动平台回答投资者提问时表示，通达创智（厦门）股份有限公 司是一家致力于研发、生产和销售体育户外、家居生活、健康护理等行业消费品的国家级高新技术企 业，主要产品包括体育用品、户外休闲用品、家用电动工具、室内家居用品、个人护理用品等。 ...

Company Overview - Tongda Chuangzhi (Xiamen) Co., Ltd. is a national high-tech enterprise focused on R&D, production, and sales of consumer goods in sports outdoor, home living, and health care sectors [2][3] - The company has established three production bases in Xiamen, Shishi, and Malaysia, and has formed long-term strategic partnerships with global leading companies such as Decathlon and IKEA [3][6] Key Achievements - As of mid-2025, the company has obtained 246 national authorized patents, including 8 invention patents [3] - The company’s products have received numerous authoritative certifications and are exported to approximately 30-40 countries and regions worldwide [3][11] Development Vision - The company aims to become a trusted and sustainable strategic partner for customers, focusing on deepening existing customer relationships and expanding into new markets [4] Business Philosophy - The company adheres to a philosophy of "independence, innovation, efficiency, integration, green, and win-win," continuously enhancing its smart manufacturing capabilities and promoting low-carbon development [5] Customer Base - The company has a significant customer resource advantage by establishing stable partnerships with major global enterprises, which provides a steady stream of orders and market share [6][8] - The company is a key supplier for Decathlon and YETI, and a priority partner for Wagner and IKEA, ensuring a high level of order predictability [8][10] Product Range - The main product categories include: - Sports outdoor: products like jump ropes, silicone water bottles, and skateboards [13] - Home living: electric tools and various indoor household items [13] - Health care: electric toothbrushes and other personal care products [13] International Expansion - The company has initiated overseas production base construction, with Malaysia being the first international site, which began operations in late 2023 [11][12] - An expansion project in Malaysia is approved with an investment of CNY 60 million, expected to add 6.8 million units of indoor home products capacity annually [12] Compliance and Governance - The company strictly adheres to legal regulations and governance standards since its A-share market debut in March 2023, maintaining a robust dividend policy to reward investors [3][14]

Company Overview - Tongda Chuangzhi (Xiamen) Co., Ltd. is a national high-tech enterprise focused on R&D, production, and sales of consumer goods in sports outdoor, home living, and health care sectors [2][3]. - The company has established three production bases in Xiamen, Shishi, and Malaysia, and has formed long-term strategic partnerships with global leaders like Decathlon and IKEA [2][3]. Business Model and Clientele - The company operates a direct sales model, maintaining stable relationships with core clients, which include Decathlon, IKEA, Wagner, and YETI [8][16]. - Core clients contribute significantly to revenue, with Decathlon, IKEA, and Wagner being major European customers [10][16]. Financial Performance and Market Position - Since its A-share market debut in March 2023, the company has adhered to legal regulations and established a stable dividend policy to reward investors [3]. - The company has achieved a total of 246 national authorized patents, including 8 invention patents, and has received numerous quality certifications across various countries [3]. Strategic Development Goals - The company aims to become a trusted, sustainable strategic partner for clients, focusing on deepening existing client relationships and expanding into new markets [4][17]. - Plans include enhancing product offerings in three core areas: sports outdoor, home living, and health care, while also targeting new international and domestic brand clients [19][20]. Production and Technological Advantages - The company employs a multi-process production system, which is a key competitive advantage in meeting diverse client needs [12][13]. - It has implemented an intelligent manufacturing system, enhancing efficiency, quality, and cost control [13]. Risk Management and Adaptation Strategies - The company has taken proactive measures to mitigate risks associated with U.S. tariffs, focusing on expanding its production base in Malaysia to reduce dependency on single export markets [10][11]. - The company is also adjusting its investment plans to enhance production capacity in response to international client demands [11]. Industry Barriers and Competitive Landscape - The consumer goods industry is characterized by high market fragmentation, with many small to medium enterprises, while Tongda Chuangzhi stands out due to its strong R&D and production capabilities [14][20]. - Barriers to entry include customer loyalty, technological requirements, production processes, and certification standards, which pose challenges for new entrants [20][24]. Future Market Expansion Plans - The company plans to consolidate its existing customer base while exploring new product categories and expanding its reach to high-quality clients [18][19]. - It aims to leverage its core competencies to enhance market share and revenue growth in the evolving consumer goods landscape [15][19].

Core Viewpoint - China's goods trade import and export value reached 17.94 trillion yuan in the first five months of this year, showing a year-on-year growth of 2.5%, with exports in May alone amounting to 2.28 trillion yuan, an increase of 6.3% [1] Group 1: Expansion and Diversification - Companies are broadening their horizons and shifting from single market reliance to diversified layouts, enhancing competitiveness through innovation [1][3] - Tongda Chuangzhi has established its first overseas base in Malaysia, with over 75% of its market share coming from overseas, and is focusing on expanding its customer base in Europe and Belt and Road countries [2] - Guangdong Vanward New Electric Co. is accelerating its overseas factory layout to meet international project demands, establishing its first overseas production base in Thailand [3] Group 2: Transformation and Upgrading - The "outbound" products are increasingly incorporating higher technological content as companies transition from traditional manufacturing to smart and green manufacturing [4][5] - CATL has successfully launched its first overseas factory in Germany and is expanding its presence in the European battery market, increasing its market share from 17% in 2021 to 38% in 2024 [5] Group 3: Localization and Integration - Companies are facing challenges in understanding local cultures and regulations while striving for high-quality outbound operations [6][7] - Zijin Mining has implemented a unique management model to enhance operational efficiency and local employment, achieving a local employment rate of 95.98% by the end of 2024 [8] - Tongda Chuangzhi's Malaysian factory achieved profitability within five months of operation, attributed to effective localization strategies and close cooperation between headquarters and local teams [8]