Group 1: Company Expansion and Investments - The company completed the acquisition of 100% equity in the target company through its wholly-owned subsidiary MLS on June 12, 2024, and announced a capital increase of $56.972 million for its U.S. subsidiary on July 18, 2024, aimed at equipment procurement and facility expansion [1] - The North American market, with a population exceeding 500 million, is one of the largest consumer markets globally, prompting the company to establish a factory there to reduce logistics costs and improve service to local customers [2] Group 2: European Project Progress - The European project is actively progressing, with direct investment reviews in Germany approved, while Serbia's antitrust review is under supplementary examination, and the Chinese antitrust review has submitted the necessary documents [2] - The target company in Europe primarily engages in aluminum die-casting for the automotive sector, with major clients including ZF, Bosch, and Audi, and operations spread across Germany, France, and Poland [2] Group 3: Talent Development and Management - The company emphasizes talent cultivation and has established a new technology research institute and a postdoctoral research station in Chongqing, while also forming an overseas business department to enhance its talent pool [2] - The company plans to continue recruiting top talent through various channels to support production and overseas market expansion [2] Group 4: Communication Technology and Client Development - The company is currently focused on providing 4G and 5G communication base station components and is in close communication with core clients for R&D in materials and technology [3] - The company has initiated collaborations with several new energy vehicle clients, including leading manufacturers like Rivian and domestic companies such as NIO and XPeng, as well as major suppliers like ZF and Eaton [3]
美利信(301307) - 2024年7月19日投资者关系活动记录表