DSBJ(SZ:002384)2024-07-12 10:25Group 1: Company Overview - The company is Suzhou Dongshan Precision Manufacturing Co., Ltd. with stock code 002384 [1] - The investor relations activity took place on July 11-12, 2024, in the company meeting room [1] Group 2: AI Applications - AI applications in consumer electronics present both challenges and opportunities, requiring higher performance and smarter algorithms [1] - The company emphasizes technological innovation to meet major customer demands and enhance shareholder returns [1] Group 3: FPC Production Capacity - Current FPC production capacity is sufficient to meet customer requirements, with additional capacity from factories in Thailand [1] - The average capacity utilization rate for FPC is around 60%, influenced by seasonal demand [2] Group 4: New Energy Vehicle Business - The company has focused capital expenditures on the new energy vehicle sector over the past two years, with production bases in Suzhou, Kunshan, and Yancheng domestically, and in Mexico and the USA internationally [2] - Products offered include electronic circuit products (FPC and rigid boards), vehicle displays, and functional structural components [2] Group 5: LED Business Performance - The LED business is currently facing losses due to intense competition from homogeneous products, but the company plans to enhance internal management and optimize product structure to improve performance [2] Group 6: Touch Display and IC Substrate - The touch display business is gradually recovering to normal levels, with plans to expand customer base and increase capacity utilization [2] - The IC substrate is still in the customer sample testing phase [2] Group 7: Fundraising Progress - The company is steadily advancing its 2024 private placement plans, with further details to be disclosed in future communications [2]