TARRY(SZ:300976)2024-07-05 15:52Group 1: Company Performance and Orders - The overall business performance in the first half of 2024 is good, with normal order and delivery conditions [2] - The company reported a year-on-year and month-on-month growth in orders for the second quarter [2] Group 2: Collaboration with Apple - The company supplies functional components for consumer electronics directly certified by Apple, including structural components for electronic products [3] - The company has automated equipment applications in the production process for Apple products [3] Group 3: New Energy Business Strategy - The company has expanded its new energy business to include structural and functional components for electric vehicles, such as headlights and electronic control systems [3] - The company aims to enhance its capabilities in the new energy sector through product innovation and service quality for leading clients [3] Group 4: Share Buyback and Executive Selling - As of June 30, 2024, the company has repurchased 1,032,409 shares, accounting for 1.08% of the total share capital, with a total transaction amount of ¥31,587,629.62 [3] - Some executives are reducing their holdings due to personal financial needs, with a plan to sell up to 76,250 shares (0.08% of total share capital) [3] Group 5: Impact of AI and Future Strategy - The company is a platform supplier for key components used in AI products, closely monitoring developments in AI applications among downstream clients [4] - The company is committed to expanding its new energy business while maintaining a strong foundation in consumer electronics [4] Group 6: Investment Strategy - The company’s external investment strategy focuses on enhancing the core competitiveness of its main business areas, particularly in consumer electronics and new energy [4]