Group 1: Investor Relations Activity Overview - The investor relations activity was conducted online from August 27 to August 28, 2024 [2] - Attendees included representatives from various securities firms and investment funds [2] - The meeting was hosted by the company's board secretary, Ms. Hou Xue [2] Group 2: Market and Industry Insights - The quartz crystal oscillator industry is showing signs of recovery due to increased market demand since the second half of 2023 [3] - The demand for high-end products is expected to rise with advancements in AI and optical communications [3] Group 3: Financial Performance - In the first half of 2024, the company experienced revenue and profit growth due to increased orders from newly developed clients and recovering market demand [4] - The gross profit margin improved significantly due to increased production and sales volume, as well as enhanced cost control [5] Group 4: Sector-Specific Demand Growth - Notable demand growth in the automotive electronics and mobile terminal sectors during the first half of 2024, while other sectors are stabilizing [5] Group 5: Product Development and R&D - The company plans to focus on developing temperature-compensated oscillators, tuning fork oscillators, RTCs, and differential oscillators in the automotive electronics and high-end consumer electronics markets [8] - The R&D model emphasizes independent research with some collaborative efforts to mitigate risks and reduce early-stage investment [9] Group 6: Long-term Development Strategy - The company aims to enhance its product range and increase the proportion of high-end products, targeting both domestic and international markets [10]
晶赛科技(871981) - 投资者关系活动记录表