建邦科技(837242) - 投资者关系活动记录表

Group 1: Company Performance and Growth - The company has experienced continuous growth in recent years due to increased investment in R&D, improved management practices, and enhanced supply chain management [3] - The gross profit margin increased significantly in Q3 due to the delivery of high-tech, high-value new products and the dilution of fixed costs from increased orders [3] - Fast-growing product categories in Q3 include automotive electronics, steering systems, and transmission systems [4] Group 2: Order and Sales Status - The company is currently at a historical high in order volume, with growth across various categories including steering systems, transmission systems, braking systems, and automotive electronics [4] - The online business is experiencing rapid growth, particularly with cross-border e-commerce clients, and there are no signs of a slowdown in the near term [5] Group 3: R&D and Talent Management - The company has established a competitive compensation system for R&D personnel and emphasizes employee rights, including weekends off and holiday breaks, to attract and retain talent [5] - The company launches approximately 2,000 to 3,000 new SKUs annually, with a focus on increasing technical content and accelerating product iteration [5] Group 4: International Expansion - The establishment of a foundry subsidiary in Thailand aligns with the company's long-term strategic goals and aims to expand into the Southeast Asian market [6] - The company has successfully deployed a sales team in Europe, achieving significant order growth, with H1 2024 sales matching the total sales for 2023 [9] Group 5: Market Challenges and Opportunities - The impact of exchange rate fluctuations on net profit is estimated to be between RMB 3 million to 5 million for every 5% change [8] - The company has limited sales of parts for electric vehicles due to the low average age of these vehicles, but has developed products for Tesla, such as the active grille shutter for Model 3 [10]