建邦科技(837242) - 投资者关系活动记录表

Group 1: Financial Performance - The company achieved a revenue of 310 million CNY in the first half of the year, representing a year-on-year growth of 28.23% [3] - The net profit attributable to shareholders reached 38.84 million CNY, with a year-on-year increase of 31.31% [3] - The net cash flow from operating activities was 64.68 million CNY, showing a growth of 54.99% compared to the previous year [3] Group 2: Product and Market Insights - The company manages approximately 300 SKUs in automotive electronics, with a sales revenue of 25.90 million CNY in the first half of 2024, marking a 92.70% increase [4] - The automotive aftermarket is closely linked to vehicle ownership and age, with a stable growth rate of around 3% annually in major markets like the US and Europe [7] - The domestic automotive aftermarket is highly fragmented, with the top five companies holding only about 3% market share [7] Group 3: Strategic Development - The company plans to establish a production line for automotive electronic products in Thailand, with an expected annual output of several hundred thousand units and a potential additional revenue of around 100 million CNY upon full capacity [8] - The company is actively pursuing entry into the OEM market, having established a dedicated project team and obtained necessary certifications [9] - The company emphasizes a combined online and offline marketing strategy, which has contributed to a significant increase in domestic customer orders [11]