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沃尔德(688028) - 投资者关系活动记录表(6月20日)
688028Worldia(688028)2024-06-21 08:08

Group 1: Industry Trends - Global consumer electronics market is recovering, with smartphone shipments showing a significant rebound in Q4 2023, increasing by 11% year-on-year [1] - Global desktop and laptop shipments reached 57.2 million units in Q1 2024, marking a 3.2% year-on-year growth, with laptops contributing 45.1 million units, up 4.2% [2] - Global tablet shipments saw a slight increase of 1%, reaching 34 million units, marking the first growth after four consecutive quarters of decline [2] Group 2: Company Performance - In 2023, the company achieved export revenue of 125.26 million yuan, a year-on-year increase of 36.89%, with tool exports accounting for 116.74 million yuan, up 41.20% [3] - The tool business constituted 93.20% of export revenue, primarily from superhard tool products, which have a strong reputation in international markets [3] Group 3: Future Outlook - The company plans to focus its export efforts on Europe and North America, where market potential is significant and current market share is relatively low [4] - Future strategies include establishing subsidiaries or offices in key countries and regions, with an initial focus on sales and technical promotion, followed by local warehousing [4] - Long-term plans may involve setting up local production bases to meet regional market demands more effectively [4] Group 4: Risks and Challenges - The company may face uncertainties in technology development, market demand, and the timely realization of expected revenues from new projects [4] - Significant investments in technology research, process improvement, and equipment selection are required, which may pose risks to the company's development [4]