奥士康(002913) - 2024年10月10日投资者关系活动记录表

Group 1: Business Strategy and Expansion - The company is committed to a global development strategy, expanding into North America, Europe, and Southeast Asia with multiple overseas teams [2] - Significant achievements have been made in high-end products for key clients in AI servers and automotive sectors [2] - The company is actively optimizing its product structure and expanding its international high-quality customer base, achieving breakthroughs in AIPC, AI acceleration cards, computing power, and automotive fields [4] Group 2: Operational Efficiency and Management - The company has implemented a digital transformation across the entire process from procurement to production, quality, and sales, enhancing management efficiency [3] - A lean production and comprehensive management innovation model is being promoted to solidify the company's development foundation and improve operational management [3] - The company is focused on continuous innovation in technology and enhancing operational capabilities to respond to market competition [3] Group 3: Financial Performance and Challenges - In the first half of 2024, the company achieved revenue of 2.147 billion yuan, a year-on-year increase of 5.19%, but the net profit attributable to shareholders decreased by nearly 20% [4] - Increased sales expenses due to the accelerated construction of the Thailand base and challenges in new product capacity and yield optimization have impacted profit levels [4] - The company is committed to high-quality development and accelerating the construction of the Thailand base to improve profitability [4] Group 4: Talent Development and Market Value Management - The company emphasizes the importance of attracting and nurturing talent to support sustainable development [4] - Effective investor communication channels have been established to enhance market value management and improve industry competitiveness [4] - The company has maintained a high dividend payout to shareholders since its listing, reflecting its commitment to providing substantial returns [4]