证券代码：301607 证券简称：富特科技 公告编号：2025-009 浙江富特科技股份有限公司投资者关系活动记录表 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 __ 时间 2025 年 9 月 16 日 地点 杭州分公司会议室 参与单位名称 及人员姓名 华西证券 上市公司接待 人员姓名 董事会秘书 李岩 投资者关系活 动主要内容介 绍 1、请简单介绍下公司的基本情况？ 公司主要从事新能源汽车高压电源系统研发、生产和销 售，主要产品包括车载充电机（OBC）、车载 DC/DC 变换器、 车载电源集成产品等车载高压电源系统，以及液冷超充桩电源 模块、智能直流充电桩电源模块等非车载高压电源系统。其中 车载电源产品主要功能是将电网中的交流电转换为直流电，为 新能源汽车动力电池供电，以及将动力电池输出的高压直流电 转换为低压直流电，以供低压车载电器或设备使用。 2、公司客户集中度情况如何？ 目前，公司已与多家头部车企建立稳定的合作关系，主要 客户包括广汽、蔚来、小米、零跑、小鹏、雷诺、Stellantis 等优质厂商。得益于新增客户项目的稳 ...

Financial Performance - The company achieved operating revenue of 1.933 billion, a year-on-year increase of 5.38% [7] - The net profit attributable to shareholders was 94.6 million, showing a slight decline compared to the previous year [7] - The total assets and net assets attributable to shareholders experienced significant growth [7] Market Expansion - In 2024, the revenue from exported vehicle-mounted products increased to 6.8% of total revenue, indicating progress in international market development [2] - The company successfully secured projects with leading global automotive brands, contributing to future revenue growth [5] - The global sales of new energy vehicles reached 18.236 million units in 2024, a year-on-year growth of 24.4% [5] Research and Development - The R&D investment for 2024 was 200 million, accounting for 10.35% of operating revenue, with a capitalization rate of 0% [2] - The R&D team expanded to 813 members, covering various key functions to enhance innovation capabilities [7] - The company maintains a high level of R&D investment to support long-term development and ensure product performance remains industry-leading [3] Accounts Receivable - The accounts receivable and notes receivable increased by 136.22% compared to the previous year, with a 13.41 percentage point rise in their proportion of total assets [7] - The increase in accounts receivable is primarily due to high sales in the fourth quarter, with good quality of receivables from major clients [7] Strategic Outlook - The company plans to strengthen its domestic market while leveraging its brand advantages to explore international clients [2] - Future gross margin levels are expected to be influenced by customer pricing and supply chain cost reduction measures [4] - The company aims to enhance its market share in the global high-voltage power supply systems for new energy vehicles [2]