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万通智控(300643) - 2025年7月7日投资者关系活动记录表
2025-07-08 08:06
Group 1: Company Overview - The company, WanTong ZhiKong, has established itself as a supplier of TPMS and valve stems for motorcycle manufacturers such as ChunFeng Power and has secured contracts with Shanghai Honda and WuYang Honda [1] - The board secretary, Li Bin, provided insights into the company's history, development strategy, and main business operations during the investor relations activity [1] Group 2: Market Impact and Trade Concerns - The company is aware of the 36% tariff imposed on imports from Thailand, which will take effect on August 1, and is monitoring the situation closely [2] - With factories established in Germany, Czech Republic, the United States, and Thailand, the company has achieved localized production and supply, enabling it to effectively mitigate risks associated with trade disputes [2] Group 3: Product Value - The estimated value of the NLP sensor system installed in heavy trucks ranges from $2,000 to $3,000 per vehicle, with individual sensors priced between $16 and $22 [2]
万通智控(300643) - 2025年6月25日投资者关系活动记录表
2025-07-08 07:40
Group 1: Company Overview and Strategy - The company, WanTong ZhiKong, has established itself as a supplier of TPMS and valve stems for motorcycle manufacturers such as ChunFeng Power and has secured contracts with Shanghai Honda and Wuyang Honda [1]. - The board secretary, Li Bin, introduced the company's historical development, strategic direction, and main business operations during the investor relations activity [1]. Group 2: Impact of Tariffs and Global Operations - The company is monitoring the impact of a 36% tariff imposed by Thailand on imports, with a grace period of 20 days, and is prepared to respond proactively [2]. - With factories established in Germany, Czech Republic, the United States, and Thailand, the company has achieved localized production and supply, enabling it to effectively mitigate risks associated with trade disputes [2]. Group 3: Product Value and Specifications - The average value of the fleet management system installed in a heavy truck ranges from 2,000 to 3,000 yuan, which includes 16-22 sensors per vehicle, a receiver, and a T-Box [2].