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同星科技(301252) - 2025年5月8日投资者关系活动记录表
2025-05-08 09:22
Group 1: Company Strategy and Market Position - The company plans to increase R&D investment and expand its product range, particularly in the refrigeration and heat pump sectors, to adapt to market demands and maintain stable business growth [2][3][10]. - The company aims to implement a "global localization" strategy to address policy differences in various countries, ensuring synergy between overseas market expansion and domestic business development [3][4]. - The company holds a market share of approximately 20% in the light commercial refrigeration sector, positioning itself as a leader in the industry [12][13]. Group 2: Financial Performance and Investment - The company reported a year-on-year sales volume increase of 15.66% and a production volume increase of 16.07% during the reporting period [13]. - The investment situation for 2024 has been detailed in the annual report, focusing on fundraising projects [5][6]. - The company maintains a healthy financial structure with a good asset-liability ratio and no new financing needs [7][10]. Group 3: R&D and Product Development - The R&D expenses accounted for a significant portion of revenue, with plans to further increase investment based on industry trends and technological advancements [5][6]. - The company is advancing its R&D project on intelligent variable frequency cooling fans, which is currently in the customer validation phase [4][5]. - The company has developed a flat all-aluminum evaporator technology that enhances product competitiveness by being efficient, compact, and cost-effective [5][12]. Group 4: Customer Relations and Quality Control - The company has established a robust quality control system and maintains high customer loyalty through effective collaboration in product development [4][5]. - The company emphasizes a service philosophy focused on timely delivery, quality assurance, and continuous innovation to enhance customer satisfaction [10][11]. Group 5: Future Outlook and Challenges - The company is preparing for the challenges posed by intensified competition in the refrigeration and electric vehicle sectors by optimizing cost structures and enhancing strategic partnerships with key clients [10][11]. - The company plans to expand its overseas market presence and establish production bases to support its globalization strategy [12][13].