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华安鑫创(300928) - 2025年11月5日投资者关系活动记录表
2025-11-05 15:02
Group 1: Strategic Focus - The company continues to prioritize smart cockpit terminals as its strategic core, integrating AI interaction technology to enhance product functionality and user experience [2] - The company is expanding its business into emerging fields, leveraging accumulated capabilities in display, computing, and communication to maintain competitiveness and achieve sustainable development [2] Group 2: Customer Structure - The company has developed a multi-tiered customer matrix, including complete vehicle manufacturers (Tier 0.5), system integrators (Tier 1), display panel manufacturers, and low-altitude aircraft manufacturers [2] - The business scope is extending into new application areas, broadening customer reach and deepening business engagement [2] Group 3: Capital Expenditure - Short-term capital expenditures will focus on continuous investment in factory production line equipment and supporting facilities [3] - The factory is equipped with multiple production lines, and future expansions will depend on order conditions to ensure capacity aligns with customer demand [3] Group 4: Low-altitude Business - The company views the low-altitude economy as a significant growth area for future vertical transportation scenarios [3] - It aims to provide airworthy cockpit display systems directly to manufacturers, focusing on customized client needs and reducing validation cycles [3] Group 5: Performance Outlook - The company is committed to improving operational management and quality, expecting positive impacts on performance as smart cockpit terminal projects begin production [3] - Future performance changes will be disclosed in compliance with legal requirements [3] Group 6: Investment and M&A Plans - The company plans to pursue market-driven mergers and acquisitions to strengthen its core business and enhance supply chain resilience [3] - It will carefully monitor developments in automotive electronics and smart cockpit industries, considering strategic acquisitions in technology collaboration and emerging sectors [3]