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调研速递|茂硕电源接受线上投资者等多家调研 透露发展战略与业绩改善要点
Xin Lang Cai Jing· 2025-09-03 12:01
Group 1 - The core viewpoint of the news is that Maoshuo Power is focusing on its core business of power supply, particularly in LED driver power supplies and consumer electronics, while also emphasizing technological innovation and international expansion [1][2] - The company held an online performance briefing for the first half of 2025, where management addressed investor inquiries regarding development strategies, performance improvements, and market revenue distribution [1] - In terms of performance improvement, the company is facing pressure in the first half of the year and has outlined six key areas of focus to turn around its situation, including enhancing technology-driven initiatives and optimizing customer structure [1][2] Group 2 - For the revenue distribution in the first half of 2025, domestic and international revenues accounted for 50.26% and 49.74% respectively, indicating a balanced market approach [2] - The company is currently not offering products for server and data center power applications, but plans to strengthen its international strategy while consolidating its domestic market [2] - The reasons for the company's losses in the first half of the year include intensified industry competition leading to price reductions, increased after-sales costs for consumer power supplies, and ongoing investments in business development [2]
茂硕电源(002660) - 茂硕电源2025年半年度网上业绩说明会投关记录表
2025-09-03 11:18
Group 1: Company Strategy and Market Position - The company focuses on "specializing in power supply and concentrating on core business" as its development strategy, leveraging its market and brand advantages in the power supply industry [1] - The company aims to enhance its core businesses in LED driver power supplies and consumer electronics, driving high-quality development through technological innovation and resource integration [1][2] Group 2: Technological Innovation and Product Development - The company is at the industry-leading level in LED power supply technology innovation and product upgrades, with plans to increase R&D investment and launch new generation green products [2] - The company has introduced the first integrated smart control power supply for high-power LED drivers, providing low-carbon intelligent road lighting solutions [2] Group 3: Financial Performance and Challenges - The company faced pressure in its performance in the first half of 2025, leading to a strategic focus on six key areas to improve operations and financial results [3] - The company reported a revenue split of 50.26% from domestic markets and 49.74% from international markets in the first half of 2025, with plans to balance business segments further [3][4] Group 4: Response to Market Conditions - The company is addressing performance challenges by optimizing customer structure, enhancing order acquisition, and improving production efficiency through AI manufacturing technology [3] - The company is also focusing on quality control and risk prevention to build customer trust and market reputation [3] Group 5: Future Plans and Investments - The company plans to enter the semiconductor RF power supply and energy storage production sectors in 2024, aiming to capture new market opportunities [4] - The company is actively managing raw material price fluctuations by establishing strategic reserves and optimizing suppliers to stabilize costs [4]
茂硕电源:目前公司有部分电源产品供应扫地机器人,暂时没有应用于人形机器人的产品
Mei Ri Jing Ji Xin Wen· 2025-08-25 13:58
Group 1 - The company is focused on its core business strategy of "focusing on power supply and concentrating on its main business" [2] - The company is actively engaged in the development of two main business areas: consumer electronics power supply and LED driver power supply [2] - Currently, the company supplies some power products for robotic vacuum cleaners but does not have products applied to humanoid robots [2]
茂硕电源股价小幅上涨 公司回应产品应用场景问题
Jin Rong Jie· 2025-08-22 17:04
Group 1 - The latest stock price of Maoshuo Power is 10.13 yuan, up 1.00% from the previous trading day, with an intraday high of 10.15 yuan and a low of 10.01 yuan, and a trading volume of 180,143 hands, amounting to 182 million yuan [1] - Maoshuo Power operates in sectors such as consumer electronics, energy storage, and third-generation semiconductors, focusing on the research, production, and sales of consumer electronic power supplies and LED driver power supplies [1] - The company stated on its investor interaction platform that it currently does not have products applied to servers or data centers and will continue to focus on its two main businesses: consumer electronic power supplies and LED driver power supplies [1] Group 2 - On August 22, the net inflow of main funds was 2.3866 million yuan, while the net outflow of main funds over the past five days was 53.5339 million yuan [1]