Group 1: Investment and Development Strategy - The company plans to enhance production capacity while improving digitalization, intelligence, and lean management to strengthen core competitiveness and address downstream customer needs [1] - The company has entered the supply chain of several new energy vehicle manufacturers, including Rui Pu Lan Jun and BYD [2] - The company is considering acquisitions that align with its business and customer synergies, particularly in expanding from home appliances to new energy vehicles and photovoltaic sectors [2] Group 2: International Expansion - Overseas markets are a key strategic direction, supported by the "Belt and Road" initiative and the "going global" strategy for home appliances [2] - The company plans to establish factories overseas if international brand business volumes increase to appropriate market levels [2] - Participation in industry exhibitions is planned to enhance brand exposure and attract more overseas customers [2] Group 3: Material Costs and Investment Plans - The company has signed price linkage agreements with most customers to mitigate the impact of copper price fluctuations [2] - Recent land acquisitions in Wuhan, Leqing, and Foshan are aimed at establishing connector production bases within 2-3 years to strengthen strategic layout and core competitiveness [2] - Future business growth will focus on stabilizing the home appliance connector market, personalized customization, and smart home segments [3]
珠城科技(301280) - 2024年07月24日投资者交流活动记录表