新能源汽车热管理模块和三电系统精密零部件

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肇民科技(301000) - 2025年7月1日- 9月25日投资者关系活动记录表
2025-09-26 09:20
Group 1: Investor Relations Activities - The company conducted specific object research with various funds and securities firms from July 1 to September 25, 2025, including notable participants like Guotai Fund and UBS Securities [2][3][4][5][6] - A total of 12 specific object research activities were recorded, with the last one occurring on September 25, 2025 [4][5] Group 2: Company Overview and Core Competencies - The company specializes in precision injection molding, which is crucial for producing core functional components for automotive and high-end household appliances [4][5] - Key materials used include engineering plastics such as PA, PPS, and PEEK, which are essential for high-performance applications [4][5] Group 3: Market Strategy and Future Plans - The company aims to expand its market share in the automotive (including new energy vehicles) and high-end household appliance sectors [5][6] - Plans include developing precision components for thermal management modules and three-electric systems in new energy vehicles, with a focus on increasing unit value and market share [5][6] Group 4: New Production Project - The company is progressing on a new project to produce 800 million sets of new energy vehicle components and ultra-precision engineering plastic parts, located in Shanghai Jinshan District [6] - The project covers an area of 109,121.87 square meters and is expected to be completed by 2026, with production timelines dependent on project progress [6]