Company Overview - The company is Dalian Dali Cap Technology Co., Ltd., with the stock code 301566 [1] - The investor relations activity took place on September 24, 2024, from 09:30 to 12:00 [2] Key Application Areas - The company's products are primarily used in the RF power industry, military, medical, and communication sectors [2] Production Capacity - The first phase of the high-end electronic components industrialization project is designed to produce 3 billion pieces of ceramic capacitors annually [3] Technical and Product Barriers - The company has mastered the full-process manufacturing technology and processes for RF microwave MLCC, creating a solid technical competitive advantage [3] - The production process involves over ten interconnected steps, making it difficult for new entrants to achieve mass production quickly [3] Shareholder Structure - As of now, there have been no significant changes in the shareholder structure [3] Business Model - The company employs a combination of sales-based production and stock-based production models [4] - Production planning is based on customer orders, ensuring efficient capacity utilization and timely delivery [4] Procurement Strategy - The procurement model combines "sales-based procurement" and "inventory-based procurement" [4] - Core raw materials include electrode slurry and ceramic powder, with different procurement strategies based on their characteristics [5] Sales Model - The company primarily uses a direct sales model to sell products to downstream customers [5] - A nationwide sales team is established, with capabilities for overseas expansion, ensuring precise service to customers [5]
达利凯普(301566) - 达利凯普投资者关系活动记录表