万朗磁塑(603150) - 2024年7月投资者关系活动记录表

Group 1: Company Overview and Future Outlook - The company anticipates steady growth in its home appliance components business due to refrigerator structural upgrades, ongoing overseas expansion, and the introduction of new products [3] - The EPS and steer-by-wire markets present significant growth opportunities, with the management team possessing extensive experience in automotive component management and R&D [3] - The company has established itself as a qualified supplier for major automotive manufacturers such as SAIC-GM-Wuling, Chery, and Dongfeng, and is in the process of developing partnerships with BYD, Geely, and Changan [4] Group 2: Market Position and Competitive Landscape - The domestic EPS market is currently dominated by foreign brands like Bosch, Huayu, and ZF, but domestic manufacturers are expected to gradually increase their market share as technology improves [4] - In 2023, the company's refrigerator door seal revenue reached 101 million yuan, reflecting a year-on-year growth of 17.52% [4] - The trend towards larger, multi-door refrigerators is increasing the demand for longer door seals, thereby enhancing the product's added value [4] Group 3: International Strategy and Investment - The company began its internationalization strategy in 2011 and currently operates 13 production bases across 7 countries, with plans for further overseas investment [5] - The company aims to leverage its overseas subsidiaries to expand product categories and customer bases, while also connecting with new industries such as automotive components [5]