和而泰(002402) - 和而泰投资者关系管理信息

Group 1: Company Overview - Shenzhen Heertai Intelligent Control Co., Ltd. is experiencing a significant industry recovery, with successful business expansion and a full order book [2] - The company is actively organizing product production and delivery to meet customer and market demands [2] - Key initiatives include cost reduction and efficiency improvement through process optimization, digital transformation, supply chain optimization, and localization [2] Group 2: Financial Performance - The company's cash dividend ratio has consistently been high, with a cash dividend amounting to 42.10% of the net profit attributable to ordinary shareholders since its listing [3] - A shareholder return plan for the next three years (2022-2024) has been established to ensure stable returns for investors [3] Group 3: Production Capacity and Expansion - The company has production bases in multiple locations, including Shenzhen, Hangzhou, Qingdao, Hefei, Vietnam, Italy, Romania, and Mexico, with ongoing production ramp-up [3] - Current production capacity is sufficient to meet business development needs for the next 2-3 years [4] Group 4: Business Growth and Market Demand - The automotive electronics business is experiencing rapid revenue growth, with a stable supply chain expected to support high revenue growth in the coming years [4] - The demand from downstream customers in the controller industry is normal, with sufficient orders across various business segments [4] Group 5: Impact of External Factors - The company's direct exports to the U.S. are minimal, and current U.S. tariff policies have not significantly impacted operations [4]