兆威机电(003021) - 2024年7月26日投资者关系活动记录表

Group 1: Company Performance - The company experienced significant growth in Q1 2024, primarily due to the gradual ramp-up of products in the automotive electronics and AR/VR sectors, alongside a relatively small base from the previous year [1] - The company has maintained a high dividend payout ratio, with a cumulative dividend of 26,413 million since its listing, and a 2023 dividend distribution plan of 5.5 yuan per 10 shares, totaling approximately 9,405.45 million yuan [2] Group 2: Product Development and Market Strategy - The micro electric stapler system developed by the company features high torque, compact structure, and low noise, catering to the high-performance requirements in medical applications [2] - The company is focusing on high-precision gear and transmission products, with a strategic layout in robotics, particularly in finger and head motion applications [3] - The company is actively promoting its drum motor products, which are expected to contribute significantly to revenue in 2024, as industrial automation continues to grow [4] Group 3: Market Trends and Customer Engagement - The company is observing a differentiated trend in product demand across various application fields, with a slight recovery in consumer product demand, although it remains in a recovery phase overall [4] - The automotive electronics sector is expected to remain a major growth driver, with the company enhancing customer relationships and expanding its client base to increase market share [4] Group 4: Project Management and Competitive Advantage - The company has established a project classification management system to evaluate projects based on strategic and economic value, ensuring effective resource management [4] - The company positions itself as an innovative technology enterprise with strong local market knowledge and resource advantages, enabling it to respond quickly to customer needs and enhance service quality [5]