泰凌微(688591) - 投资者关系活动记录表2024年8月30日

Group 1: Company Overview - The company is 泰凌微电子 (TaiLing Microelectronics), listed under the stock code 688591 [1] - The meeting was held on August 30, 2024, with key personnel including the General Manager 盛文军 (Sheng Wenjun) and Deputy General Manager 李鹏 (Li Peng) [2] Group 2: Market and Product Insights - The company covers various wireless connection technologies, including Zigbee, Thread, and Wi-Fi, and aims to support all mainstream IoT wireless connection technologies [2] - Key markets identified for growth include smart electronic price tags, smart remote controls, smart home applications, smart logistics, smart healthcare, and smart industrial control [3] Group 3: Financial Performance - The company's gross margins for 2023 and the first half of 2024 are reported at 43.50% and 46.18%, respectively, with expectations for further improvement throughout the year [3] - The company anticipates a rise in sales from higher-margin overseas markets and a decrease in supply chain procurement costs [3] Group 4: Future Outlook - The market is recovering in 2023, but the recovery is slower than expected; the overseas market shows potential for continued growth despite a general decline [4] - The company's long-term strategic goal is to catch up with NORDIC in the industry [4]